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Quantum VS Help: File Maintenance |
When the transferred goods are received into stock at the Receiving Branch, the relevant IBT Receipt must be retrieved using the Finder before 'goods in' can be recorded. To access it:
1. Select Incoming IBTs in the Finder (in order to view IBTs relating to incoming stock).
2. Make sure your branch is selected (i.e. the Receiving Branch - Quayside Business Park in this example) in the Branch menu on the Finder Toolbar.
3. Click Advanced on the Finder Toolbar to view Advanced criteria.
4. Select the following Filters: Unconfirmed; Unprinted; Receipts Only (or Default View).
5. Click the Search icon on the Finder Toolbar.
All Unconfirmed IBT Receipts are listed in the Finder:
The Narrative column will read 'Receipt not yet confirmed'.
6. Use the standard Finder methods to locate the required record in the Finder results and then open it. For further details see Finding Incoming IBTs.
Note: The Issue Branch - Warrington in this example - may also locate the IBT by selecting 'Outgoing IBTs' in the Finder and 'Warrington' in the Branch menu on the Finder Toolbar.
Once you have opened the relevant IBT Receipt:
If you do not need to record variance in IBT 'goods in', make any amendments to the IBT or view/edit/record any Batch Number, Serial Number or Bin Location details for the received goods (if they are flagged for 'batch traceability'), you may Complete and Print the IBT Receipt to confirm receipt of the stated quantity of transferred goods and generate an IBT Goods Received Note.
Otherwise, before you can Complete the IBT Receipt you will need to click the Received hyperlink on a product line to:
Record variance by entering a different quantity received (if the Received quantity does not match the quantity despatched);
And/or: Record Batch Number, Serial Number or Bin Location details for the received goods - if they are batch traceable.
See Recording IBT Receipt Variance And Editing Batch Allocations.
If you have permission to do so, before confirmation of IBT 'goods in' you may:
Amend the Document and/or Required Date. Use the same procedure as described in Entering IBT Request Header Details.
Hold the IBT. See Holding An IBT.
Define/edit IBT Documentation details. See Entering IBT Documentation Details.
NEXT: Recording IBT Receipt Variance And Editing Batch Allocations