The Receive application handles inbound transactions. Supported inbound transactions are:

• Purchase Orders
• Transfer Orders
• Warehouse Receipts

Core features of this application include:

• Lookup Lists for Inbound Transactions
• Auto creation of Warehouse Receipts if required
• Specifying Quantity to Receive
  • Including Item Tracking information
• Posting

You can access the Receiving application from the Home screen by clicking the Receive link.

When launched, the Receiving Lookup List page is displayed.

The Lookup List page allows you to either scan or select the Receiving Document you wish to view.

Use the filter bar to filter the lookup list to specific Documents if required.

The Receiving Lookup List can be filtered by typing into the Search Filter. The following data is supported for searching:

• Document Number: Receiving Documents that have a No. matching the filter are displayed.
• Vendor Shipment No.: Documents that have a Vendor Shipment No. matching the filter are displayed.
• Source No.: Any Warehouse Receipts that have a “Source No.” (Purchase Order, Transfer Order) on the lines that match the filter are displayed.

By default, only Released receiving documents are shown. However, you may toggle this to show Open documents by setting the Only Show Released Receipts option to No on the Device Configuration page in Business Central.

If you have Logins enabled, only documents that are un-assigned or explicitly assigned to the logged in user are shown. If you wish to see all documents regardless of assignment, the Show All Documents option must be checked on the Device Configuration page in Business Central.

The following table indicates the effect of scanning various barcodes.

If your location requires Warehouse Receipts and you scan a Purchase/Transfer Order barcode or choose one from the Lookup List, then an appropriate Warehouse Receipt is opened or created automatically. You are not required to make Warehouse Receipts in Business Central prior to using on the handhelds.

The Receiving Lookup List can show the following columns.

When your location requires Warehouse Receipts the Receiving application page will look like so:

The standard process flow should be used when receiving items:

1. Scan the Bin to receive into.
2. Scan the Item to receive.
3. Enter the quantity received and Item Tracking Information, if required.

See the General Document Handling section in the Overview for more information.

When using Warehouse Receipts, items are received to a common bin. If this is the case, you do not require users to scan the bin to receive into as a user error is minimized.

To not require scanning bins during Receiving, the Ignore Bins option should be set to Yes on the Warehouse Insight Find Line Template page for the WHSE_RECEIPT_DOC application. If done, the process will be:

1. Scan the Item to receive.
2. Enter the quantity received and Item Tracking Information if required.

The Scan Behaviors page can be configured to control aspects of this process. For example, the Scan Behaviors page can be configured so that a quantity dialog does not appear but instead increments the count by one, or to change the default quantity or unit of measure to receive.

The following menus are available by default for Receiving. Menus may be added or removed as required from the Device Menus page in Business Central under the Application Form with a selection of “WHSE_RECEIPT_DOC”, “PURCHASE_IN_DOC” or “TRANSFER_IN_DOC” for the Application.

Closes the Receiving Document and brings the user back to the Lookup List page.

If a License Plate is currently being built the user will be prompted to print the label.

If auto post is enabled, then the document will be posted prior to closing.

Post the Receiving Document. Users will be prompted to confirm that the post should occur.

After posting of the document is complete the page will be closed, and the user brought back to the Lookup List page.

This option his hidden by default but can be made visible via the Device Menus page in Business Central.

Sends a request to Business Central to print Business Central any configured report(s). You can configure which reports are printed in the Insight Works Report Selections with the “Whse. Receipt”, “Purchase Order” or “Transfer Order” usage.

By default, the reports must be built with a top level DataItem of the type of document being printed (e.g., Report Whse. – Receipt [ID: 7316] if printing a Warehouse Receipt).

Launches the Quantity dialog for the selected line.

This option is hidden by default but can be made visible via the Device Menus page in Business Central.

Users are prompted to type in the Bin that they wish to simulate scanning.

This option can be useful if Bin labels have become damaged or are inaccessible.

This option is hidden by default but can be made visible via the Device Menus page in Business Central.

Users are prompted to type in the Item that they wish to simulate scanning.

This option can be useful if Item labels have become damaged or are no longer readable.

This option is hidden by default but can be made visible via the Device Menus page in Business Central.

Users are prompted to type in the License Plate number they wish to simulate scanning.

Will initiate a process flow in which Items are received and added to a License Plate.

See Building a License Plate for more information.

Toggles whether the received lines (those without Outstanding Quantity) are shown or hidden.

Launches the Item Inquiry management screen pre-filtered to the selected line.

Launches the Bin Inquiry management screen pre-filtered to the active Bin.

This section is intended to describe the most common scenarios, requests and features concerning Receiving. These topics should apply the same to all document types (Purchase Orders, Transfer Orders, Whse. Receipts). While some topics may require development or customizations, they are included here in order to provide a greater understanding of what the software is capable of.

For more information, contact Support.

Printing labels for Items as they come in the warehouse is often required if there are no existing barcodes on the Items. Where possible existing barcodes should be used (UPC codes, vendor barcodes, etc.). However, if required WHI does provide some mechanisms in which to help with printing labels.

For most cases the report to be printed must be configured in the IWX Report Selections page with the “Item Label” usage.

The software provides a sample report that can be used as a reference for printing item labels (report “WMDM Item Barcode Label”, ID: 23044511). If designing your own label report, it may be worth reviewing the internal structure of this report as it is designed to work in a variety of printing scenarios (Business Central, Item Inquiry, Receiving, Output).

If you would like to print labels after a user has entered a quantity to receive, you may enable the Print on Qty. Change option on the Device Configuration page in Business Central. This sends the receiving particulars (e.g., item, lot/serial number, expiration date, quantity) to the label report.

If this option is enabled, the Quantity dialog automatically includes an additional field or number of labels to be printed as shown in the screenshot below.

Sometimes it is desirable to pre-print labels prior to even commencing Receiving. This typically is only an option when Lot/Serial information is not required. Most commonly the existing “Print” menu option is overridden. One method of achieving this is to create a label report that has a top level DataItem of the document in question (e.g. Warehouse Receipt Header) and then have that report iterate the document lines and print Item labels. This option can be achieved without any additional modifications beyond the initial report.

Another option is to use the selected line and implement a custom event to handle the printing based on the selected line. Typically, this is the required approach if you need to prompt for number of labels or any other data. Note though this option will require custom development.

Another option commonly taken when printing labels is to print them when the document is posted. This has the advantage of knowing all the Serial/Lot numbers and thus printing the labels with that information. However, it is not feasible to ask for how many of each item should be printed.

To implement a Post & Print label functionality you must implement a custom event or override the existing Post event.

If Receiving Lot/Serial tracked items that do not have existing tracking numbers, you may have the system auto-assign an appropriate tracking number when the quantity dialog is displayed. To do so, enable the Auto Create Lot/Serial Numbers option on the Device Configuration page in Business Central. For this option to work, the item must be configured with an appropriate “Serial Nos.” or “Lot Nos.” defined.

You may ignore Bins during the Receiving process by enabling the Ignore Bins option on the Device Configuration page in Business Central. This is applicable when using Warehouse Receipts but can also be beneficial when using Purchase Orders or Transfer Orders and the bins do not need to be validated.

By default, the document screens are shown in Grid mode. This allows you to see all expected Receiving lines and scroll through them. If you want to limit the display to a single line at a time, switch the Display Mode to Card View on the Device Configuration page in Business Central.

In Card View, the display changes to appear similar to this:

Users may still cycle through the lines by pressing the Previous and Next buttons.

Scanning an item finds the appropriate line and advances the view to that line as needed (e.g., users do not need to scan the item currently shown on the screen).

When possible, Vendor barcodes must be pre-assigned to the relevant items in Business Central. If it is not possible to do so beforehand, there is an option in Warehouse Insight that prompts users to create that mapping if an unknown barcode is scanned.

To utilize this feature, set the Unknown Scan Behavior to Ask User on the Device Configuration page in Business Central. When set, if a barcode is scanned that cannot be interpreted, the following dialog opens:

If it is a Vendors barcode users can then select the appropriate line and press OK. The barcode is automatically added to the Items Cross References, and on next scan of the item, it is properly interpreted.

If additional information needs to be captured at the time of Receiving, there are a few options available.

• Add additional fields to the Lot/Serial Information card
• Extend the Quantity dialog with additional fields

If Receiving a Lot or Serial tracked Items, the Lot/Serial Information card can be shown (when entering quantity). The information card allows users to enter/modify the record and automatically write back to Business Central.

Additional fields may be added directly to the Quantity dialog or displayed on immediately on close of the Quantity dialog. To achieve this, create a Quantity Extension in Business Central and associated to the relevant Scan Behavior. This method requires you to override or extend the Update Line events for the document in order to process/utilize the additional data.

For more information on Quantity Extensions, contact Support.

If required, you can build up a License Plate during the Receiving process using the steps outline in Building a License Plate.

All Receiving lines must have the same bin.

If required, you can scan a previously-built License Plate to Receive. See Using a License Plate section in 2. Overview for more information.