Receive Items

Intro – Receive Items #

Receive Items allows you to receive goods even if a bill has not yet been received. You can then enter the bill separately when it arrives, enabling you to track the inventory receipt and its associated cost in a timely manner, as waiting for the bill might delay inventory updates.

• Receive Items is a posting transaction and also updates inventory level.
• You can create Receive Items either from a purchase order or without one.
• You can receive either a partial or full order
• You can easily convert “Receive Items” into a bill.
• Tax information is recorded and posted when you enter a bill, not when receiving items.

Create Receive Items #

• Go to Purchase on the left sidebar, and select Receive Items
• Click Add New button in the top right corner.
• On the new page, fill in the following fields
  • Doc No is an auto generated number.
  • Vendor: Select the vendor associated with the transaction.
  • Date: default is today.
  • Site Location: acci.cloud supports multiple sites/locations. Select the site location where the goods or services are delivered. If no site/location is set up, just leave it empty.
  • Reference: optional
  • Draft: Select this option to save the receiving as a draft.

• • Detail tab
    • Items table
      • Click “Add Line” button to add new detail line or click “Open Dialog” button to add order detail line in the dialog.
      • Item. Select an item from the dropdown list. If the item is missing or not found, you need to create new item in Items -> Items app.
      • Description. Automatically filled when you select an item. You can edit it as needed. Maximum characters: 4096.
      • Quantity: Enter quantity received.
      • Uom: Default unit of measure is Ea (each).
      • Unit Cost: Enter unit cost.
      • Amount: Equal to quantity multiplied by the unit cost. You can edit the amount, and the unit cost will be recalculated.
      • Taxable: Select this option if the item is taxable.

• • • Currency: The transaction’s currency is automatically filled with the value defined in the vendor’s record.

• • Account tab
    • Payable Clearing Account: Specify this temporary liability account. Since the bill hasn’t arrived yet, the Payable Clearing account acts as a placeholder for the amount owed until the actual bill is received and posted.

• • Vendor Address tab
    • All address and contact fields are auto filled when vendor field is selected.

• • Memo tab
    • Memo: Up to 1000 characters.

• Click Save