Step 2: Add parts to a non-purchase order receipt

To add parts to a non-purchase order receipt:

  1. Select Materials > Transactions > Non-PO Receipts.
  2. Select the non-PO receipt for which to add parts, and then click the Parts tab.
  3. Click Add Part.
    Note: To automatically create a new part record while adding the part to the Parts list, click Create Part. The system inserts a new Part Details record, creates a part record, assigns the part record a part number beginning with ‘N’, and protects the Part field from update.
  4. Specify this information:
    Part
    Specify the part to add to the non-PO receipt. The system automatically populates the part description and Part Org., and Bin based on the information you specified on the Stores and Stock pages of the Parts form.
    Note: The system automatically selects Track by Asset for parts tracked by asset, and you must specify an Asset ID.
    Condition
    Specify the condition if the part is a condition tracked parent part. If the selected part is a condition tracked child part, the system will automatically populate Condition.
    Receipt Qty.
    Specify the quantity of the part that you received.
    Note: For parts tracked by asset, the system only receives the part in quantities of 1. The system automatically assigns 1 as the Receipt Qty. You must manually add lines for each asset to receive if you want to receive more than one asset.
    Bin
    Specify the bin where the part should be stocked.
    Lot
    Specify the lot for the part.
    Expiration Date
    Specify the expiration date for the lot.
    Manufacturer Lot
    Specify the manufacturer lot for the part.
    Hold for Work Order - Activity
    Select the work order - activity if the part is a Direct Purchase. Otherwise, leave blank.
    Print Qty.
    Specify the quantity of the label(s) to print.
    Note: The system automatically sets the Print Qty. based on the setting of Label Printing Default on the Stores tab of the Part form:
    Option Description
    If set to No Labels Print Qty. is null.
    If set to Single Labels Print Qty. is set to 1.
    If set to Label for Each Item Print Qty.is equal to the Receipt Qty., but you can modify the Print Qty. as necessary. Updating Print Qty. does not affect the Receipt Qty.
  5. Click Print Label(s) to print labels for the part(s) to receive, and the system will print labels based on your system configuration and the specified Print Qty.
  6. Specify this information:
    Price
    Specify the price of the part.
    Asset ID
    Specify the asset ID number for the part if the part is tracked by asset.
    Asset Type
    Specify the asset type for the part if the part is tracked by asset.
    Asset Org.
    Specify the organization for the asset for the part if the part is tracked by asset.
    Note: If the ASSETASS installation parameter is set to P, a by asset part must already be associated with an asset with a status of Awaiting Purchase to receive the part. If you want to receive a part tracked by asset, you must specify an Asset ID, but all other asset-related fields are protected. After selecting an Asset ID, the system automatically populates Asset Type, Asset Org., Description, Department, and Serial Number (if applicable).

    If the ASSETASS installation parameter is set to R, you can create assets when you are receiving a part tracked by asset. You can either associate an existing asset with the part, or you can manually specify asset information to create new assets. If you select an existing asset as the Asset ID, the system automatically populates the Asset Type, Asset Org., Department, and Serial Number (if applicable) from the asset record. If you choose to manually specify the asset information, you must specify an Asset ID, Asset Type, Asset Org., and Description for each asset. The system automatically populates Asset Type with type A (or the system equivalent); however, you can update the Asset Type as necessary.

    If the AUTOANUM installation parameter is set to YES and the ASSETASS installation parameter is set to R, the system automatically generates asset numbers for parts tracked by asset, but you must specify an Asset Type, Asset Org., and Description for each asset. You can also update Asset ID if necessary. The system automatically populates Asset Type with type A (or the system equivalent); however, you can update the Asset Type as necessary. When you save the record, the system saves the asset information on the receipt; however, the system does not actually create any assets until the receipt Status is Approved. Upon approval of the receipt, the system creates all of the new assets using the part descriptions.

    Serial Number
    Specify the serial number for the part if the part is tracked by asset.
  7. Click Submit.
    Note: To remove a part line, select the part line to remove, and then click Remove Part.
Parent topic: Creating non-purchase order receipts