Page Comparison

About

The This is a step-by-step guide for receiving stock - it applies both for the Wisefish documents called Receipt Agreements and Storage Receipt Agreements.

This feature gives the user the ability to receive stock from Receipt Agreements pallets and place the pallets received them into a specific place in the Warehouse.

this warehouse. In Business Central this means the following transactions:

Image Added

• Creating Pallet Entries, if they are missing, or updating them if they have already been created.

• Allocating pallets to agreements, i.e. creating Trade Item Inbound Lines. These lines control what stock will be posted into Business Central inventory system.

• Placing pallets into Bins

• Closing the receipt agreements

In this document, Business Central is often referred to as “BC”.

Receipt List

To view all the receipts that are to be handled in the warehouse click on “Receipt Agreements” Receipt Agreements function in the main menu. A page is shown containing all Receipt Agreements that can be handled in the Stream applicationto work on. These agreements have…

• same “Location Code” Location Code as the user logged in into Stream.

• Status = “Released” Released or “Open” Open, because posted documents are not shown in Stream.

• Field on General tab of the doucment document is BC, called “Active in Stream”, has a checkmark.

For each agreement document, info is shown such as:

• Agreement No.

• Vendor / Customer name

• The number of lines on the agreement

• The status of the receiving process in the warehouse

• How many Trade Items (often these stand for “boxes”example boxes) have been received

→ Click on the tile for a selected document to go to the details screen, called Scan barcode

Receipt

tabs

Once a specific receipt has been selected, the details screen will be shown, which has 3 tabs:

• Summary - These are the lines on the doucment document in BC, they contain

  • Item description

  • Item No.

  • Lot No.

  • how many trade items received / total trade items

• To be received - Here is the list of pallets that have been created and assigned to this receipt, but still not been put into a bin in the warehouse

• Received - This is a list of the received pallets, i.e. the ones that have already been put into a bin

3 ways of receiving

From this screen there are 4 3 ways of taking the next step. The selected operation you are going to use depends on if you need to create the pallet barcodes or use the existing barcodes that were created by the sender of the pallet.the pallets are already barcoded and/or already allocated to the particular receipt document:

1. Barcoded pallets already in allocated on the systemReceipt
   If pallets have a barcode and they exist in the system, they are these barcodes have already been created in BC, and have also been allocated to this particular receipt, the pallets will be visible on the To be Received tab. Therefore there is a possibility to use the tab →
   Click directly, without scanning:
   → Open To be Received tab, click on the pallet to receive and Stream will open the Put Pallet screen - > see
   See chapter https://wisefish.atlassian.net/wiki/spaces/WFPE/pages/edit-v2/160628737?draftShareId=b3009fae-1dbd-4578-8f04-72c4a1ff5098#Put-Pallet

2. Barcoded pallets - but NOT allocated to the receipt
   If pallets have a barcode, but are not visible on the To Be Received tab
   → Scan in the barcode with the Scan Pallet barcode field → see
   See chapter https://wisefish.atlassian.net/wiki/spaces/WFPE/pages/edit-v2/160628737?draftShareId=b3009fae-1dbd-4578-8f04-72c4a1ff5098#Scan-Barcode Next step will either be:

   1. Create pallet - if the pallet does not exist in the system this screen is needed to link it to an agreement line and tell how many items there are on in.

   2. Put Pallet - if the pallet exists, and now it can be put into bin
      

Image Removed

Image Removed

Creating Pallets

1. 1. it was allocated ot the receipt, then next step is to put it into a bin.

2. Pallets do not have barcodes
   If barcodes need to be created …
   -> go straight to the Create Pallet screen to create either one or all of them at the same time.
   See https://wisefish.atlassian.net/wiki/spaces/WFPE/pages/edit-v2/160628737#Creating-Pallets

Image Added

Creating Pallets

Create a Pallet with scanned barcode

When a pallet is already barcoded, but the pallet does not exist in BC do the following:

1. On the Summary tab, find the particular line for the products that the pallet contains. This is very important, because the line contains information about the product.

2. Press the Create Pallet button for that line.
   -> The page Create New Pallet will open.

3. In field Items, specify the number of trade items on the pallet

4. Select Use this barcode

5. Then scan in the barcode - or type it or use the camera - into the Pallet Barcode field

6. (In this case, it is probably not needed to Print out the Pallet Label, since the pallet is already barcoded)

7. Press Confirm

Create a Pallet with generated barcode

If you wish to To create a new pallet barcode from Business CentralBC, either because the pallet did not have any barcode, or you want to replace the existing barcode on the pallet, this is how you do thatneeds to be replaced:

1. Press the Create Pallet button that is visible on the summary tab of the receipt details.

2. Select which line on the agreement this pallet belongs toOn the Summary tab, find the particular line for the products that the pallet contains. This is very important, be cause because the line contains information about the product.Specify the No. of Trade Items (this

3. Press the Create Pallet button for that line.
   -> The page Create New Pallet will open.

4. In field Items, specify the number of trade items on the pallet (This field is by default set to the amount of boxes it takes to fill one pallet, so you should not need to change this , as set up in BC, probably correct when receiving full pallets).

5. You also have the Select Generate barcode

6. There is also an option to print or not print a barcode for the pallet, in this case it is by default on, because you are replacing the existing barcode on the pallet with a new onethe barcode labels, put a checkmark in Print out Pallet Label if desired.

7. Press Confirm

Image Added

Image Added

Create all Pallets

Same procedure can be used to create all the pallets in one click.

1. Same procedure as above

2. ..but also click “Create all pallets”

1. Additionally put a checkmark in Create all pallets

Image Removed

Scan Barcode

When a specific receipt is active, there will be a field available to scan a pallet barcode.

There are 3 possible ways of

populating the Pallet Barcode field on this screen:

1. Normal scan with a barcode scanner
   If

1. there is a connected barcode scanner

1. , simply scan the

1. barcode

1. .

2. Manually enter the barcode
   Scroll up

1. to make the field visible. Then type in the pallet barcode.

2. Use the camera
   For this to work, there should not be a barcode scanner connected. To use the camera simply scroll up and press the camera icon that is besides the input field, then point the camera towards the barcode.

picture to show where the scan barcode field is

Put Pallet

Note: There are multiple checks done to see if the scanned pallets can be allocated to this receipt. For example:

• It needs to have a Key Item No. same as any agreement line on the Receipt.

• It cannot be already allocated to another receipt.

Whatever the reason, the pop-up message will show.

Put Pallet

This screen is for a particular pallet, either with a newly created barcode or an external one, to be put into a desired zone and bin in the warehouse.

The Put Pallet screen is simply going placing the pallet to a selected bin.

8. To place the pallet you simply select a zone and bin for the pallet and press confirm.
   Just like in Move Pallet, barcodes or QR codes can be used to select the bin.

ATH;

8. If you have read the previous functionalities in this User Manual this screen might seem familiar. That is because it is. It is almost identical to the “Move Pallet” screen when the user is deciding where to put the pallet. The small difference here is that in the top right corner you can see a print button that can be used to print the pallet barcode. (Can be useful if the current barcode is damaged or ruined).

1. Select a Zone
   The default value is the last one used, in this particular screen.

2. Select a Bin
   Or when using a “combined” bin code:

   1. First select a rack

   2. then select height. The system only shows height numbers where the bin is not already occupied.

3. Press Confirm.
   

When everything has been received, the receipt should be marked as finished, in order to let it disappear from the Stream application.

1. Open the list of receipt agreements

2. Press button Finish receiving
   The following confirmation pop up screen is displayed

1. , see snapshot to the right.

2. Press Confirm

Next step will be

to post the agreement within Business Central.