Mainly used for reporting to track the Kill date and/or processing date on specific Inventory records
Pre-Requisites
None
Step-by-Step Guide
We have added the Kill Date and Processing Date fields to two forms: Direct Receipt and PO Receipt.
DIRECT RECEIPT
- Access the Inventory module, Click on Receipts, then click on Direct Receipt. Click New to create a new Direct Receipt
- Direct Receipt Header - Once the inventory receiver is populated, users will navigate to the Inventory Units tab to begin inserting inventory records. If kill date and/or processing date were specified on the header, their values will populate their corresponding fields on any new inventory records. Users can also enter these values on individual records.
- Direct Receipt Detail - Once the inventory receiver is populated, users will navigate to the Inventory Units tab to begin inserting inventory records. If kill date and/or processing date were specified on the header, their values will populate their corresponding fields on any new inventory records. Users can also enter these values on individual records.
PURCHASE ORDER
- Access the Purchasing module, Click on Purchase Order, then click on New to create a new Purchase Order
- Purchase Order Receipt Header - These transactions eventually result in real world additions to the inventory. The Purchase Order Receipt fulfills the purchase order and updates the Aeros ERP inventory system with the received items. Users can specify a Kill Date and Processing Date on Purchase Order Receipts. The header (Receiver Control) tab allows users to enter these values to the receiver record. Like the Direct Receipt, these values have no inherent transaction value but are simply a convenient way for users to default values on the inventory records created for this receiver.
3. Purchase Order Receipt Detail - Once a user selects a Purchase Order and enters the required receiver values, they will navigate to the Inventory Units tab. Here, they select the PO receiver and drag it to the detail section of the form. The detail section displays the fields of one inventory record. Users enter all the standard inventory values and can also enter Kill Date and Processing Date. If these were entered on the Receiver Control tab, their values will be defaulted.
Inventory Transfer - In addition to the Direct Receipt and Purchase Order Receipt, the Inventory Transfer process can also populate kill date and processing date on target destination inventory records. However, this process does not allow users to enter these values. Rather, any kill date and processing date values on source inventory records will transfer to the targets. Receivers created by the Inventory Transfer will not be affected