Material Receipt

Material Receipt MR, working with Ship/Receive Confirmation.

You may require that a Material Receipt be Confirmed before the product appears as available in Inventory. In this confirmation, you can note the difference between what the vendor ordered was shipped and what was actually received. A credit memo is created for the difference between the shipped quantity and the confirmed quantity. Optionally, you can move what was confirmed into available stock and have the remainder 'In Dispute' until the difference is resolved. This allows for accurate stock numbers if the difference cannot be resolved immediately.

If in the end the stock difference is confirmed, You can generate a Credit Memo for the items not received.

Document Type

The first step in using Confirmations is to define a Document Type as requiring a Confirmation.

Document Types define how documents are processed and what processing occurs. To indicate that a Material Shipment/Receipt requires a confirmation, select the MM Receipt with Confirmation. These options allow for Confirmations to occur at multiple levels approval steps. In a Material Receipt scenario, you may want a Receipt Confirmation so that you can verify that the product the vendor indicates was sent was actually received. You can also have a QA Confirmation so you can verify the condition or quality of the items received.

If there is a discrepancy between what was shipped and what was received, create a Credit Memo (or CN) for the difference. This allows inventory to be updated for the Confirmed quantities while still resolving any outstanding differences.

Confirmation tab on the Material Receipt window for view only. It can be used to see the confirmations that have been completed for a Material Receipt line.

Ship/Receive Confirmation

Select Ship Receipt Confirm from the Material Management Menu. The first thing to note is that the Document Type of MM Receipt with Confirmation has been defined as requiring Ship/Receipt Confirmation.

The Confirmation Document is created referencing the Shipment/Receipt and with a Document Status of Drafted.

Select the Line tab to Confirm the quantities.

The Target Quantity is the Quantity from the Material Receipt. If necessary, update the Confirmed Quantity with the actual number received.

Note: If there is a Difference Quantity a Physical Inventory record is created for the source (from) warehouse. If there is a Scrapped Quantity a Physical Inventory record is created for the target (to) warehouse.

Return to the Confirmation tab to complete the Confirmation. Select the Complete button to complete the Confirmation.