The Receive feature provides users with the ability to receive inventory, as you can do in the Inventory module with the menu item, Transactions—Inventory Receipts. Receive has been designed with simplicity in setup and ease of use as the primary focuses.

• The Receive feature is for direct receipt of Inventory Items. Receive does not allow items to be received based on a PO.
• Using Receive, QuickTask allows the user to directly receive (and optionally drop ship) Inventory Items for a Warehouse or multiple Warehouses from a single vendor.

There are three screens used in the work flow: Receive, Receipt Items, and Receipt Item Details.

The initial screen, Receive, shows a list of existing Receipts and a value associated with each. On this screen, you can add a new Receipt, or edit or delete an existing Receipt.

• To add a new Receipt, the user clicks on the + sign at the top right corner of the Receive main screen.
• To edit an existing Receipt, the user can select the receipt’s row on the Receive main screen.
• To delete a Receipt, the user swipes the row to the left to reveal the Delete button. Once the user taps Delete, if the Receipt can be deleted, it will be deleted. If it cannot be deleted, a message shows, indicating why the receipt cannot be deleted.
• Currently, Receipts associated with a PO can only be viewed, and PO-related receipts cannot be added from QuickTask.

The details on the Receipt Item Details screen vary based on user input and settings. These sections appear on the screen.

Document ID

The Document ID for the Receipt.

Accounting date

Defaults to login date. Edit the date, if necessary.

Receipt or an Inventory Credit

The Type of the receipt is either a Receipt (default) or an Inventory Credit.

Vendor

The vendor can be selected using a lookup.

Prorate Amount

The dollar amount, if applicable, to be prorated (distributed) for the Warehouse Item being received.

Batch

The user needs to select a batch when recording transactions and when using Value Inventory. The user can either select one of the existing batches available using the Batch lookup, or have the system auto-create one.

• To allow the system to auto-create a batch, user must select the last listed batch within the Batch lookup, which is “AUTO GENERATE BATCH.”
• The auto generated Batch ID has the format “IR0000000N” where 0000000N is a number.

WAREHOUSE ITEMS (TOTAL AMOUNT: 0.00)

To add a new Warehouse Item to be received, the user taps on the blank line within the WAREHOUSE ITEMS section to open the Receipt Item Details screen.

IMAGES INITIALLY ADDED ONLY

The Receipt Items screen can be used to capture and save IMAGES and associate these images as Documents for the Inventory Receipt. Only newly added images display here.

The details on the Receipt Item Details screen vary based on user input and settings. These sections appear on the screen.

RECEIPT ITEM DETAILS

Line

The system-generated line number for this line.

Warehouse ID

The warehouse identification.

Property ID

The Company/Property you are receiving the item for.

Item ID

The ID for the Warehouse Item.

NOTE that the RECEIPT ITEM DETAILS section is dynamically rendered based on user input and settings. For example, when the Warehouse is set to Accrue Use Tax, and depending on whether the item is being drop shipped and the expense code being used, QuickTask displays Tax related fields as well. NOTE: Refer to the Help for Inventory Receipts for details about Tax fields.

JOB DETAILS

When the Track Jobs policy is off, this section is not shown. The fields in this section are:

Job

Phase

Cost

Cost Type

When a Job is specified, the user is required to specify the Cost Type, and this also enables a toggle button for Drop Ship.

Drop Ship (button)

Tap the toggle button to indicate whether a drop shipment is being received.

Expense

When Drop shipment is selected, then the Expense Code is required and tax fields are available. NOTE: Refer to the Help for Inventory Receipts for details about Tax fields.

Done (button)

Tap the button when you are finished entering data into the screen for the Receipt Item.

ITEM QUANTITY AND COST DETAILS

Quantity Received

Add or edit the quantity received.

UOM

Unit of Measure. The value defaults in from the Item Master and is informational only. The value is lowest measurement, i.e., the Issue value.

Unit Cost

The unit cost of the item being received. The value defaults in from the selected Warehouse Item. This field is editable.

Total Cost

The total cost of the Item being received.