ANY Process Demo: Transfer Receipt

Overall Process Flow

The Transfer Receipt process, supports the receipt of a previously shipped transfer order

Overall Process Flow

Steps

Make sure you have already set up the prerequisites for this process.


1. Select the Transfer Receipt menu button
2. The next screen appears. Enter your transfer order number, or use `F6=Lookup` to view the available orders
3. Enter a posting date or confirm the default one
4. Scan an item or use `F6=Lookup` to select one from the order. Select item `70010` and use `F4=Ok`
5. In the next screen enter a quantity to receive, for example 5 and hit `F4=OK`
6. The transfer order line has been updated with a quantity to receive of 5 - Go to `Warehouse/Orders & Contacts/Transfer Orders` and open your transfer order - Item `70010` has a `Qty. to Receive` set to 5

7. The process goes back to the scanning item screen. Scan item `80216-T` or use `F6=Lookup` to select it.
8. The next screen requires a lot number to be entered, because item `80216-T` is lot tracked. Enter a lot number or use `F6=Lookup` to select one
9. In the next screen enter a quantity to ship, enter 15 (maximum quantity available in LOT `LOT5554202`) and hit `F4=OK`
10. The process goes back to the scanning item screen. Scan item `80102-T` or use `F6=Lookup` to select it. In the lookup screen you can already see the handled quantity in the previous steps
11. The next screen requires a serial number to be entered, because item `80102-T` is serial tracked. Enter a serial number or use `F6=Lookup` to select one
12. The process goes back to the scanning item screen. Handle the remaining quantity and hit `F7=Post` to schedule the transfer shipment to be posted via the job queue
13. Confirm the order details and hit `F4=OK`
14. The process goes back to the initial screen of scanning a transfer order
15. You can view your updated transfer order in Business Central. Go to your transfer order, and under `Related/Documents` you have the action `Receipts`
16. Tracking details can be seen for item `80216-T` and `80102-T` by selecting a line, and opening the tracking details for shipment