B1. Partial Receiving of Work Orders (WO Receive)
When only part of a work order is received at a time, this can be entered into ERPlite by using the Inventory Transfer form on the submenu of Mfg Orders.
Open the Inventory Transfer form, go to a new record, and enter the Tracking #. To more easily keep track of the transfer, change the Tracking # to ITWOxxxx-n or ITSOxxxx-n, where 'xxxx' is the number of the Work Order of the partial receive and 'n' is partial receive number.
Example: The following example is a continuation of the Work Order done in Using The DELETE Picklist Button On Work Orders. It appears as the last figure in that section.
Below: The tracking number has been named ITWO0164-1 for Work Order WO0164, and ends with '-1' since this is the first partial receipt.
B2. Select ~WIP on the Transfer From: drop-down list, ~Stores on the Transfer To: list, and the employee name doing the transfer, and fill in the other fields as desired.
Example: Augustus, John has been chosen as the Employee, Transfer From: is now ~WIP, and Transfer To: is now ~Stores.
B3. Fill in the ItemID and Qty of the items received, in the table below. Fill the optional fields as desired. Click Save Receipts and close the form.
Example: Since 2 ASY0008's are already made, add them to the transaction. ItemID=ASY0008 and Qty=2.
B4. Repeat the process from step 1 for additional partial receipts.
B5. When all items have been received, open the WO Receive form and navigate to the correct Work Order. Enter the total item quantities and click Receive. This transfers the shown items from ~WIP to ~Stores.
Example: Enter 10 under the Received field and click Receive.
B6. Close WO Receive and open Inventory Transfer. Enter the Tracking # as in step 1. Select ~Stores on the Transfer From: drop-down list, ~WIP on the Transfer To: list, and fill in the other fields as desired.
Example: The tracking number is named ITWO0331-2 since this is the second partial receipt (reverse receipt). Transfer From: is set to ~Stores and Transfer To: is ~WIP.
B7. Enter the ItemID's and TOTAL Qty's required to counteract the extra transfer of items from previous Inventory Transfers. Then click Save Receipts. Done.
Example: Choose ASY0008 from ItemID, and enter 2 under Qty since only 2 were partially received. Click Save Receipts.