Goods receipt notes

Goods receipt notes

A goods receipt note records products received against an incoming order before the goods move through warehouse handling. In PAMS, the purchase flow places the goods receipt note after a purchase order and before warehouse work. The receipt form also accepts assembly, transfer, and delivery orders as related orders.

Before you start

Before creating or changing a goods receipt note, have the incoming order ready and make sure your account can create or edit the record. The selected order determines which receipt branch and product quantities you work with.

Prerequisites

• Know the incoming order you are receiving. The Related order no. field groups orders as P.O.s, Assmbly orders, Transfer orders, and Delivery note.
• Use the Warehouse area with permission to create a new record when you are creating a note.
• Use an existing receipt with editing permission when you are changing a saved note.
• The Warehouse subscription must include the receipt feature, and the page must be available.
• Keep the order in a state where the relevant action is available. Order-level Save requires an existing receipt with a new or changed order, while Consider PO As Not Received requires an existing unchanged order that is not read-only.
• Open the Warehouse receiving list to start a new note or open a saved note for editing.

Find a goods receipt note

The receiving list brings together goods receipt notes. Start a note from the receiving-list toolbar, or open a saved note from its row's action area.

Prerequisites

• You have access to the Warehouse receiving list.

Steps

1. Open the Warehouse receiving list.

2. Choose the task you need:

   If you need to…	Action
   Start a note	Select the plus icon in the receiving-list toolbar
   Open a saved note	Open the saved note for editing from the receiving list.

3. For a new note, select Goods Receipt Note.

The receiving list may show different columns. Identify a row by the headers currently shown.

Result: A new goods receipt form opens, or the selected saved note opens for editing.

Understand the receipt screen

A goods receipt screen has a header for the related order and receipt information, an order panel for the received products, and a history tab on an existing receipt.

Header fields

The form does not provide a Warehouse field. The received-order panel carries the product receipt information instead of a separate warehouse field. The screen also does not provide a P.O. is totally received checkbox.

Received-products grid

Open the order panel to work with its products. The panel body appears when the order is opened. Its columns are:

The quantity labels vary by order type. The corresponding labels include Ordered Qty., Issued Qty., Transferred Qty., Received Qty., and Returned Qty.; the delivery-order label is also order-type specific.

Use the rows already displayed in the received-products area. The screen does not provide an add control, delete controls, or an action dropdown for these rows.

The order list displays these groups:

On an existing receipt, use Last Modifications to review the record history.

Create and save a goods receipt note

To create one, enter the received quantity for each product against the selected incoming order. The saved receipt then provides the record for the next warehouse step.

Prerequisites

• You are on the new goods receipt form.
• The incoming order appears in Related order no..
• You know the quantity received for each product.

Steps

1. Select Related order no..

2. Select the applicable order from the group that matches your incoming work.

3. Review Recieved by.

4. Review Recieved on.

5. Open the order panel by selecting its Order Number header.

6. Enter the quantity received in Received Qty. for each product.

7. Enter a stocking destination in Stocking location when the editable receipt requires it.

8. Enter a note in Comment when the receipt needs additional context.

9. Choose the save action that matches where you want to continue:

   Action	Result
   Save	Remain on the saved record
   Save and Close	Leave the page

After a successful save, PAMS displays Your request was completed successfully. Save opens the saved receipt edit page; Save and Close leaves the page.

Result: The receipt is saved, the success message appears, and the selected save choice either opens the saved receipt or leaves the page.

Handle order types and receipt branches

The receipt branch follows the type of incoming order. Choose the group that describes the order; the form then presents the corresponding supplier and quantity fields.

Prerequisites

• The receipt has an incoming order or an existing order panel.
• For order-level actions, the receipt is saved and editable.

Steps

1. Choose one order type in Related order no.:

   If you are receiving a…	Use the group
   Purchase order	P.O.s
   Assembly order	Assmbly orders
   Transfer order	Transfer orders
   Delivery order	Delivery note

2. For a purchase order, review Sub-supplier and Sub-supplier shipment no..

3. For a delivery order, review the disabled Sub-supplier field.

4. Use the quantity labels shown for the selected order type: Ordered Qty., Issued Qty., Transferred Qty., Received Qty., or Returned Qty.; the delivery-order label is order-type specific.

5. On a new receipt with a selected order, select Reset to remove that order selection.

6. On an existing receipt with a new or changed order, select the order-level Save.

7. On an existing unchanged order that is not read-only, select Consider PO As Not Received.

8. When the action is available, select Request Approval on the receipt.

Result: The receipt uses the fields and quantity labels for the selected order type, or the selected order-level action is applied.

When saving or validating goes wrong

Use the message on screen to identify what to correct before trying the save again.

After a successful save, the message is Your request was completed successfully.

After the receipt is saved

A saved goods receipt note remains available as a receipt record for warehouse follow-up. Use Last Modifications on an existing receipt to review its history. The wider warehouse flow places receiving before inspection and stock handling; continue with Incoming inspection notes or Stock by shipment for those tasks.

Result: You have a saved receipt to reopen from the receiving list, review through Last Modifications, or continue through the next warehouse task.

Out of scope messages

The following messages belong to other record surfaces and are not goods receipt note messages.