The 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 pallets and place them into a specific place in this warehouse. In Business Central this means the following transactions:
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
Receipt List
To view all the receipts that are to be handled in the warehouse click on Receipt Agreements function in the main menu.
A page is shown containg all Receipt Agreements that can be handled in the Stream application. These agreements have…
same “Location Code” as the user logged into Stream.
Status = “Released” or “Open”, because posted documents are not shown in Stream.
Field on General tab of the 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 (for 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 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 3 ways of taking the next step. The selected operation depends on if the pallets are already barcoded and/or already allocated to the particular receipt document.
Barcoded pallets already allocated on the Receipt
If pallets have a barcode, these barcodes exist in Business Central and have already been allocated to this receipt, the pallets will be visible on the To be Received tab. Therefore there is a possibility to use the tab directly, without scanning:
→ Open To be Received tab, click on the pallet to receive and Stream will open the Put Pallet
See chapter https://wisefish.atlassian.net/wiki/spaces/WFPE/pages/edit-v2/160628737?draftShareId=b3009fae-1dbd-4578-8f04-72c4a1ff5098#Put-PalletBarcoded 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 Pallet barcode field
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: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.
Put Pallet - if the pallet exists, it was allocated ot the receipt, then next step is to put it into a bin.
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
Creating Pallets
Create a Pallet with generated barcode
To create a new pallet barcode from Business Central, either because the pallet did not have any barcode, or the existing barcode needs to be replaced:
Press the Create Pallet button that is visible on the summary tab of the receipt details.
Select which line on the agreement this pallet belongs to. This is very important, because the line contains information about the product.
Specify the No. of Trade Items (this field is by default set to the amount of boxes it takes to fill one pallet, as set up in Business Central, probably correct when receiving full pallets).
There is also an option to print the barcodes.
Press Confirm
A new Pallet entry is created in the system with automatically generated barcode.
This pallet is now allocated to this particular receipt agreement line.
The pallet has the given number of trade items
The number of items given, will be posted to stock, after the receipt of the whole document is finished.
Then the Put pallet screen will be opened automatically.
Create all Pallets
Same procedure can be used to create all the pallets in one click.
Same procedure as above
Additionally click “Create all pallets”
As many Pallets will be created to fulfill the whole number of Trade Items in the agreement line.
Pallets are allocated to this particular receipt agreement line.
As before, the items are not yest posted to stock, the posting is executed after the receipt of the whole document is finished.
Example when multi-creating pallets:
1000 boxes are to be received. There are 100 boxes on each pallet. The pallets must be barcoded. =>
Use the Create Pallet method.
Select the agreement line
Sett 100 in the number of trade items
Click “Create all pallets”
Confirm
=> The method will create 10 pallets.
Receiving Pallets
Scan Barcode
When a specific document 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:
Normal scan with a barcode scanner
If there is a connected barcode scanner, simply scan the the barcode.Manually enter the barcode
Scroll up to make the field visible. Then type in the pallet barcode.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.
Whatever method is used to populate the field, the application does the following:
Checks if pallet exists, if it does not exist, the Create Pallet screen is opened. See chapter above.
If pallet exists, it tries to allocate it to this receipt, if successful, next screen will be Put Pallet. See chapter below.
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 new barcode or an external one, to be put into a desired zone and bin in the warehouse.
Select a Zone
Select a bin
Or when using the Combined bin code:First select a rack
then select height
Press Confirm.
The Put Pallet screen is simply placing the pallet to a selected bin, there is no other functionality in it.
Bin Code of the pallet becomes the Combined Bin Code
Zone Code of the pallet will be come the zone of that particular bin
Finish Receipt
When everything has been received, the receipt should be marked as finished, in order to let it disappear from the Stream interface.
Open the list of receipt agreements
Press button Finish receiving
The following confirmation pop up screen is displayed, see snapshot to the right.
Press Confirm
The Agreement will no longer be visible in Stream because the checkmark in “Active in Stream” has been removed.
Next step will be to post the agreement within Business Central.
