Stream - Receiving Stock

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 pallet 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 containing 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.

1. 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-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 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:

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

3. 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:

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 to. This is very important, because the line contains information about the product.

3. 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).

4. There is also an option to print the barcodes.

5. Press Confirm

Create all Pallets

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

1. Same procedure as above

2. Additionally click “Create all 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:

1. Normal scan with a barcode scanner
   If there is a connected barcode scanner, simply scan the the barcode.

2. Manually enter the barcode
   Scroll up to make the field visible. Then type in the pallet barcode.

3. 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.

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.

1. Select a Zone

2. Select a bin
   Or when using the Combined bin code:

   1. First select a rack

   2. then select height

3. Press Confirm.
   

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

1. Open the list of receipt agreements

2. Press button Finish receiving

3. The following confirmation pop up screen is displayed, see snapshot to the right.

4. Press Confirm

Next step will be to post the agreement within Business Central.