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Operating Procedures

1, To create a Purchase Order, 

In Business Central,

  • Search & select "Purchase Order"
  • Choose "New" to create Purchase Order  



2, Input the relevant information

(1) Enter the Vendor No, / Name

(2) Enter Item No.

(3) Enter the warehouse for Stock in, in "Location Code"

(4) Enter the Qty of goods purchased and purchase cosst

(5) Enter the expected stock in date in "Planned Receipt date"




3, Keep adding items. Once finish, click "Release", and warehouse colleagues are ready to work with the stock in receipt. 

*Only released order can be found in the handheld.


4, Confirmation of Stock In:

(1) Click mInventory in the handheld scanner, and "PO Receipt' on the left

(2) Choose the PO No. that has been released in BC
Or
To use the handheld scanner to scan that item barcode / PO document number

(3) Click the document for receipt, click the item & enter the received amount.

The button can change the item unit of measure (if any).

is used for adding receipt amount based on the orginal entered. Enter the amount and press "+".

If done, click

(4) Click "Save" and the receipt process will be finished

(5) "Quantity Received" in Purchase Order Line will change according to the amount received in handheld.









*"Posted Purchase Receipts" is created automatically.

Without Lot No. handling:


5, If the item has "Item Tracking Code" in setup, a Lot / Serial No / expiration date is required to finish the receipt process.

System will jump into "Lot/Serial No." or "Expiry date" and ask user to assign. 

(1) Assign the Lot with Expirty Date / Serial Click "OK" when finish.

(2) Enter the amount for this set of Lot / Serial 

(3) User will see the Lot number with how many unit assigne. Click "Back"

(4) Click "Save" to post the receipt

With Lot No, handling:

6, The Lot number assigned in the handheld will be updated back to the order in BC automatically.

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