Receive Items with a Warehouse Receipt

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byInsight Works
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The following describes how to receive items on your handheld with a warehouse receipt.

Step 1

From the WMS Express home screen, select Receive.

Step 2

A list of available warehouse receipts will be displayed. If you have not created a warehouse receipt for the source document (purchase order, transfer order etc.) the source document will display here instead. You can open the source document and WMS Express will create the warehouse receipt for you.

Note

By default, a warehouse receipt or source document will only be available on your handheld if it has been released. Also, if you are using logins on your handheld, a document will only be available if it has been assigned to the logged-in user or if it is unassigned. These settings can be changed in Business Central.

  1. Go to the WMS Express Device Configuration page, and on the Receiving FastTab, change Only Show Released Receipts to “No.”
  2. On the Miscellaneous FastTab, change the following settings to achieve the desired behavior (hover over a setting in Business Central for more information):
    • Show All Documents
    • Assign Document

Tip

By default, only the No. (source document number) and Assigned User ID columns will be visible. You can customize these columns if you are using an Android handheld. For more information, see Customize the Columns on Your Android Handheld.

Step 3

Scan the warehouse receipt or source document barcode to open the document. If you do not have a barcode you can manually open the document with a double-tap on the document or by tapping the document and selecting Menu > Choose—or, if your handheld has a physical keyboard—tapping the document and pressing Enter.

Tip

You can filter the document list by entering some (or all) of the document number in the filter field. You can also scan an item to only show documents that contain that item.

Notes

  • The Menu button will be replaced by the hamburger button ☰ if your handheld uses the Android operating system.
  • WMS Express is designed to be used with a barcoding system. You will often be prompted to scan a document, bin, or item. If you do not have a barcode to scan, and there is no way to manually select or enter the required information, you can simulate a scan by typing on your handheld. For more information, see Simulate a Scan.

Step 4

The warehouse receipt will open and display a list of items to receive.

Step 5

Scan the item you want to receive. If you do not have a barcode you can manually select the item with a double-tap on the item or by tapping the item and selecting Menu > Change Quantity—or, if your handheld has a physical keyboard—tapping the item and pressing Enter.

Note

The bin that the item will be received into must be entered on the warehouse receipt in Business Central. If you attempt to scan an item that does not have an associated receiving bin you will receive an error message.

Step 6

The next step depends on how you select the item and whether the item requires item tracking information (lot and serial numbers and their expiration dates).

  • Method #1: Scan the item
    • A dialog box will appear prompting you to enter the quantity, unit of measure, and item tracking information (if applicable). Enter these and then select OK.
  • Method #2: Manually select the item
    • Scenario A: No item tracking
      • A dialog box will appear prompting you to enter the quantity and unit of measure. Enter these and then select OK.
    • Scenario B: Item tracking required
      1. The Item Tracking screen will appear.
      2. From the Item Tracking screen, select Menu > Add.
      3. Enter the quantity, unit of measure, and item tracking information, then select OK.
      4. Repeat for each lot or serial number.
      5. Once all item tracking information has been entered, select Menu > Close.

The Qty. to Handle will be updated in Business Central.

Tips

  • Tap the calculator icon when entering a quantity to perform basic mathematical operations, the result of which will be entered as the quantity to receive.
  • You can change the default quantity that appears in the Quantity field. Go to the WMS Express Scan Behaviors page in Business Central and change the Scan Quantity Behavior. For more information, see Modify Scan Behaviors.
  • Reduce manual data entry by including item tracking information in your item barcode. For more information, see (Article coming soon)
  • You can modify item tracking information from the Item Tracking screen by selecting the item, then selecting Menu > Change.

Step 7

Once the items are received, select Menu > Post. A confirmation dialog box will appear, select Yes to post the receipt.

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2 Comments

  1. Steve Simon
    Steve Simon April 18, 2021 at 8:47 pm

    You say that we can change the Unit of Measure on a Warehouse Receipt, using the Android Scanner. How is this possible if we can’t do this in Business Central.? The Unit of Measure field in BC is R/O. In order to do that, I have to go back to the P.O., back out the line as Pieces, lets say; and add it back in as Case Pack of 20 or whatever. Or maybe WMS Express can do it, I just don’t know how.

    Sincerely,
    Steve Simon
    PDG Consultants

    • Insight Works
      Insight Works May 31, 2021 at 8:42 am

      Hi Steve,

      When you handle an item using WMS Express (whether that be receiving, putting away, picking etc.) you have the option to specify that you are handling any Unit of Measure that has been set up for the item in Business Central. This does not change the Unit of Measure on the line, it simply does a quantity conversion and records the quantity in the line Unit of Measure.

      For example, say you have the two following Units of Measure:

      PCS = 1 (base Unit of Measure)
      BOX = 20 PCS

      If your receipt line is for 20 PCS, you could instead specify that you have received 1 BOX on the scanner, and we will record that you have received 20 PCS on the receipt line.

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