- Create a new Job Receipt record in the Job Receipt dataset.
- Put in the Job Number, if you don't know the Job Number it can be found if you only know an Asset Number by using the Find Job By Asset field.
- Make sure to add your Receipted to Group Company/Office/Stock Location correctly as these cannot be changed after the record is first saved.
- Pick the Asset Status that the incoming assets will be going into.
- Run either the Function Get All Client Assets and Items or Get All Supplier Assets and Items depending on where your items are coming from.
- If you are receiving everything that is outstanding (everything that is now listed on all the related datasets) then you can simply run the Function Confirm All Items for Return.
- If you are not returning everything please see the sections below on how to recieve each type of item.
- Once you are happy with all your confirmed items you can run the Function Complete Receipt. This will confirm your receipt and lock all fields. This cannot be undone.
Job Receipt Assets
- Check the Off Hire Date and Asset Status are correct, these can be adjusted per individual Asset now that they're on the Job Receipt.
- Here is where you can tick the Lost or Damaged boxes if the Asset is affected by either of these.
- Tick the Confirm Receipt box when you're happy with the Asset.
Job Receipt Stock
There are two datasets relevant to this, Job Receipt Stock and Stock Receipts.
- To put in the quantity of items received, enter it in the relevant field on the Stock Receipts dataset.
- If any of the stock has been consumed, this should be entered on the Qty Consumed field on the relevant Job Receipt Stock record.
- Once your Received and Consumed values are input you can then tick the Confirm Receipt box on the Job Receipt Stock dataset.
Job Receipt Non Stock
- Put the quantity of items received in the Qty Received field and the quantity consumed in the Qty Consumed field.
- Once your Received and Consumed values are input you can then tick the Confirm Receipt box.
Job Receipt Transit Case
A Transit Case is created from a Manifest Packing List with a Transit Case on it.
- If the Transit Case has been damaged you can tick Damaged and add any Damage Notes in the relevant field.
- Tick the Confim Receipt box when you are happy with the Transit Case.
You can print the Receipt Manifest from the Print menu.