Inventory Receipts [P]

Inventory Receipts

Purpose To add serial numbers to Boats, Motors, Trailers, and Other items and to change the inventory status from OA (On Order and Available) to HA (On Hand and Available).

Inventory receiving also allows you to:

Receive items with or without a boat purchase order.
Receive multiple boat purchase orders on one receiver.
Change the unit Cost and/or Price of an item while receiving the item.
Change or add options to an item.
Add received items to a floorplan.
Add Freight Cost and Discounts to each line item in the receiver

Receiving Packaged Items

A serial number must be assigned to each packaged item before the receiver can be saved.

From the menu select Sales Management, Purchasing, Inventory Receipts

-- Inventory Receipts –-

Vendor – Enter the vendor number; you can also type the vendor’s name preceded by a back slash "" to access a cross-reference list.
Invoice Number – Enter an Invoice Number for the order. This should be the packing slip or invoice number shown on the packing document. If a number is not shown on the packing document, you can use the current date (MM/DD/YY) as the invoice number. Press F6 or click the List F6 link in the Command Panel to see a list of invoices for this vendor.
Change Invoice Number – Click this button to change the invoice number.
Received Date – Defaults to current system date. You can edit this date.
Order Number – Enter the purchase order; you can also press F6 or click the List F6 link in the Command Panel to see a list of boat purchase orders for this vendor. To receive without a purchase order press F8 or click the No Purchase Order F8 link in the Command Panel.
Maintain Received Order – Check this box to maintain a received order. This allows you to add or remove units from the purchase order or receiver.
The grid detail lines contain the units that are being received. Right click any row in the grid to access the functionality listed below.
Receiver Detail F6.
Delete Row F7.
Inventory Maintenance F8.
Model Maintenance F9.
Floorplan Maintenance F10.
Receiver Comments – Enter comments for this receiver. This is a free form text field.

-- Item Grid –-

When a boat purchase order number has been entered, the fields in this grid automatically fill in based on the information in the purchase order. If receiving without a purchase order, the information is entered in the Receiver Detail form.

Type – Shows the type of item (B, M, T, or O). If receiving a purchase order, this field will already be filled in. While the cursor is in any field of the row you can double-click the row, Press F6 or click the Receiver Detail F6 link in the Command Panel which opens the Inventory Receipts Detail form (see below). To receive without a purchase order the Inventory Receipts Detail form must be filled out.
- Press F6 to open the Inventory Receipts Detail form.
- Click the Receiver Detail F6 link from the Command Panel to open the Inventory Receipts Detail form.
- Press F7 to delete selected row from the item grid.
- Click the Delete Row F7 link from the Command Panel to delete selected row from the item grid.
- Press F8 to open Inventory Maintenance form.
- Click the Inventory Maintenance F8 link from the Command Panel to open Inventory Maintenance form.
- Press F9 to open Model Maintenance form.
- Click the Model Maintenance F9 link from the Command Panel to open Model Maintenance form.
- Press F10 to open Floorplan Maintenance form.
- Click the Floorplan Maintenance F10 from the Command Panel to open Floorplan Maintenance form.
Unit ID – Unit ID automatically fills in with the Unit ID that was automatically assigned in the boat purchase order. This field cannot be edited.
Model ID – The Model ID of the unit being received. This field cannot be edited.
Model Number – The Model Number of the unit being received.
Color – The color of the unit being received. This field can be changed in the Receiver Detail form by pressing F6 or clicking Receiver Detail F6 link in the Command Panel when the cursor is in the row for the unit to be edited.
Color Desc – The color description of the unit being received. This field can be changed in the Receiver Detail form by pressing F6 or clicking Receiver Detail F6 link in the Command Panel when the cursor is in the row for the unit to be edited.
Stock Number – The stock number of the unit being received. If a stock number was not assigned when the unit was placed on the boat purchase order, it can be assigned now in the Receiver Detail form by pressing F6 or clicking Receiver Detail F6 link in the Command Panel when the cursor is in the row for the unit.
Serial Number – The serial number of the unit being received. If a serial number was not assigned on the purchase order, it can be assigned now in the Receiver Detail form by pressing F6 or clicking Receiver Detail F6 link in the Command Panel when the cursor is in the row for the unit to be edited
Mfg Order # – This field fills in automatically with the manufacturing order number in the boat purchase order file. This field cannot be edited.
Total Cost – The Total Cost field fills in automatically from the boat purchase order file.

-- Inventory Receipts Legend –-

Received Unit – Red.

-- Order Totals –-

These fields are filled in automatically. This section is view only

Costs – The sum of the costs of the items in the item grid.
Freight – The sum of the freight amount for the items in the item grid.
Misc – The sum of the Miscellaneous amounts for the items in the item grid.
Options & Accessories – The sum of the Options & Accessories for the items in the item grid.
Discounts – The sum of the Discounts for the items in the item grid.
Total – The sum of the above items; Total Order amount.

-- Invoice Totals –-

These fields are filled in automatically. This section is view only.

Costs – The sum of the costs of the items in the item grid.
Freight – The sum of the freight amount for the items in the item grid.
Misc – The sum of the Miscellaneous amounts for the items in the item grid.
Options & Accessories – The sum of the Options & Accessories for the items in the item grid.
Discounts – The sum of the Discounts for the items in the item grid.
Total – The sum of the above items; Total Invoice amount.

-- Inventory Receipts Detail Form –-

This form opens when you press F6 or click the Receiver Detail F6 link in the Command Panel when in the Item grid.

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Inventory Receipts Detail Section

Type – Select the type of unit from the pull down list. The default is Boat. The choices are Boat, Motor, Trailer, and Other.
Model Number – Enter the Model Number of the unit; you can also type part of the model number preceded by a back slash "" to access a cross-reference list of model numbers. You can also select sales contract units by pressing F7 or clicking the List Contract Boats/Motors/Trailers/Others F7 link in the Command Panel.
- Press F6 to see a list of Models.
- Click the List F6 link from the Command Panel to see a list of models.
- Press F7 to open the Contract Units form to list units on a specific sales contract or all sales contracts.
- Click the List Contract Boats/Motors/Trailers/Others F7 link in the Command Panel to open the Contract Units form to list units for a specific sales contract or all sales contracts.
Color – Enter the color of the unit.
- Press F6 to see a list of Color Codes.
- Click the List F6 link from the Command Panel to see a list of Color Codes.
Stock Number – Enter the Stock Number for the unit. If the Stock Number is not known at this time it can be assigned or changed in Inventory Maintenance after the unit has been received.
Serial Number – Enter the Serial Number for the unit. This field is required to save the receipt.
Unit ID – Unit ID of the unit being received. This field is read only.
Order Number – Boat Purchase Order Number is filled in if receiving a purchase order.
Unit Cost – If receiving a purchase order, the Unit Cost automatically fills in with the cost from the purchase order. If receiving without a purchase order the cost automatically fills in with the cost from the Model file.
Freight Amount – If receiving a purchase order, the Freight Amount automatically fills in with the Estimated Freight from the purchase order. If receiving without a purchase order the cost automatically fills in with the cost from the Model file. This field can be edited.
Total Options & Accessories – Automatically fills in with total amount for options and accessories for the selected unit. This field is read only.
Total Discounts – Automatically fills in with the Total Discounts for the selected unit. This field is read only.
Total Miscellaneous – Automatically fills in with the Total Miscellaneous amount for the selected unit. This field is read only.
Total Cost – Automatically fills in with the Total Cost for the selected unit. This field is read only.

1 Options tab

Accessories To Rig section

- - Accessory Part – Enter an accessory number; you can also type part of the accessory ID preceded by a back slash "" to access a cross-reference list. After the Accessory ID is entered you can press F10 or click the Rigging Request F10 link in the Command Panel to create a rigging request.
Press F6 or click List Accessories F6 link in the Command Panel to see a list of accessories from the Accessories (AF) File.
Press F8 or click List From Model F8 link in the Command Panel to see a list of accessories defined for this model.
Press F7 or click Delete Row F7 link in the Command Panel to delete the selected row in the grid.
Press F10 or click Rigging Request F10 link in the Command Panel to create a rigging request.
- - Description – When an accessory is selected, the accessory Description automatically fills in.
- - Quantity – Defaults to one (1). This field can be edited.
- - Cost – Defaults to the cost in the accessory file or the model file. This field can be edited.
- - Extension – Defaults to the cost for a quantity of one. Updates if Cost and/or Quantity fields are edited.
- - Comments – Defaults to the comments defined for the accessory in the Accessory File (AF) or model file.
- - Rig Request – Check this box to create a Rigging Request. You can also press F10 or click the Rigging Request F10 link in the Command Panel to check this box.

NOTE: When you press F10 or click the Rigging Request F10 link in the Command Panel, the rigging request is not created until you close the Inventory Receipt Detail form and click the Save button in the Inventory Receipt form.

- - Work Order – Shows the rigging WO, if any, for this unit.

Serial Option Maintenance section

- - Option Code – Enter an Option Code; you can also press F6 or click the List From Model F6 link in the Command Panel to see a list of options defined for this model. You can also add a non-model option by entering the option code and answering Yes to the prompt "This option does not exist on model "xxxxxx" Continue?" where xxxxxx is the model number.
Press F6 or click List From Model F6 link in the Command Panel to see a list of Options defined for this model.
Press F7 or click Delete Row F7 link in the Command Panel to delete the selected row in the grid.
- - Description – When an option is selected, the option Description automatically fills in.
- - Quantity – Defaults to one (1). This field can be edited.
- - Cost – Defaults to the cost in the model file. This field can be edited.
- - Extension – Defaults to the cost for a quantity of one. Updates if Cost and/or Quantity fields are edited.

Inventory Parts Option section

- - Part Number – Enter a Part Number; you can also type part of the part number by a back slash "" to access a cross-reference list.
Press F6 or click List F6 link in the Command Panel to see a list of inventory parts.
Press F7 or click Delete Row F7 link in the Command Panel to delete the selected row in the grid.
- - Description – When a part is selected, the part Description automatically fills in.
- - Quantity – Defaults to one (1). This field can be edited.
- - Cost – Defaults to the cost in the inventory file. This field can be edited.
- - Extension – Defaults to the cost for a quantity of one. Updates if Cost and/or Quantity fields are edited.

2 Package tab

Item Grid

If receiving a packaged boat, this grid is automatically filled out for each unit in the package.

- - Type – Shows the type of item (Boat, Motor, Trailer, or Other). To add a serialized inventory item to the package, choose the type from the pull down list in the Type field of the row at the end of the grid.
Press F7 or click Delete Row F7 link in the Command Panel to delete the selected row in the grid.
- - Unit – If receiving a purchase order for a packaged boat, the Unit Ids of all packaged items will be filled in automatically. If receiving a packaged boat without a purchase order the Unit Ids will be "new" until the Inventory Receipt is saved. If adding a serialized inventory item to the package, press F6 or click the List F6 link in the Command Panel to see a list of units of the type selected.
- - Vendor – The Vendor number fills in automatically for all units for a packaged boat or when a serialized unit Id is selected.
- - Vendor Name – The Vendor Name fills in automatically for all units for a packaged boat or when a serialized unit Id is selected.
- - Model Number – The Model Number fills in automatically for all units for a packaged boat or when a serialized unit Id is selected.
- - Serial Number – Enter the Serial Number for this unit. If adding a serialized item that has a serial number, this field will automatically fill in.
- - Stock Number – Enter the Stock Number for this unit. If adding a serialized item that has a stock number, this field will automatically fill in.
- - Year – If the model for this unit has a year defined this field will automatically fill in.
- - Hp – If the type of unit is Motor and Hp is defined for that model, this field will automatically fill in.

3 Discounts / Misc tab

1 Discounts

- - Description – Enter a Description for the discount.
- - Cost – Enter a Cost for the discount.

2 Management Discounts

- - Description – Enter a Description for the management discount.
- - Cost – Enter a Cost for the management discount.

3 Miscellaneous

- - Description – Enter a Description for the miscellaneous charge.
- - Cost – Enter a Cost for the miscellaneous charge.