Add a material receipt
Bring unused material back from a work order. Pick the run, check where the material comes from and where it goes, enter the quantity of each material, and click Submit.
Quick add
- Go to Production › Material Receipt and add a new receipt with the + beside it. Or open a run's row menu on the Work Orders list and choose Return material, which fills the run in for you.
- Pick the Work Order.
- Check the Returned from location and From store (work in progress), then pick the Returned to location and To store.
- In the table, type the Return Now quantity for each material coming back. Leave the others empty.
- Click Submit.
Done. The receipt opens on the Material Receipts list as Returned, and the material is counted in the store you chose.
Full guide
You can also click Add Material Receipt, the button above the list. The form has a header, a table of the run's materials, a history of the run and a Notes box. A field marked with a red star is required.
Work order, stage and date
Choose the run the material comes back from. The list shows runs that have been released: Open, In Progress, Completed, Closed or Cancelled. A Draft or In Review run cannot take a return, because nothing can have been issued to it. A cancelled run is on the list on purpose: cancelling a run leaves its issued material on the floor, and a receipt is how it comes back.
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Work Order | Yes | Type to search by work order number, batch, product or route. |
| Stage | No | Whole run by default. Pick a stage to cap the return against that stage as well as the run. Disabled until a work order is picked, and when the run has no stages. |
| Date | Yes | Today by default. Change it if the material actually came back on another day. |
From and to
A return stays inside one location. The material comes out of the run's work-in-progress store and goes into a store you pick. A band above the pickers shows the direction as Returned from to Returned to.
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Returned from | Yes | The location the run works in. Filled from the run when it has one. |
| Returned to | Yes | The location the material goes back to. It must be the same location as Returned from: to move material to another location, raise a stock transfer. |
| From store (work in progress) | Yes | The run's work-in-progress store. Filled from the run when it can be. |
| To store | Yes | The shelf the material is put away on. Pick any store of the location. A group store cannot hold stock, so none is offered. It does not have to be the store the material was issued from. |
| Condition | No | Good by default. Choose another only to return damaged or quarantined material. It applies to every line. |
The From store and the To store cannot be the same store, and the From store must hold the quantity you are returning.
Materials
Once a work order is picked, the table lists its materials with the figures that decide how much can come back. A line is capped at what was issued and not used.
Fields in this section
| Column | What it shows |
|---|---|
| Material | The item. |
| Issued | How much has gone out to the run. |
| Consumed | How much the run has used. It cannot come back. |
| Returned | How much has already come back on earlier receipts. |
| Returnable | What is left to return: issued, less consumed, less returned. |
| Return Now | Type the quantity coming back. Leave it empty to keep the material off this receipt. |
| Batch | Leave empty and Bizconnekt picks the lots for you, splitting the quantity across as many lots as it needs. Type a batch to return a particular lot. |
| Against the run | A note on the line if it is over what is open, not on this run, or split across lots. |
Click + Lot on a line to return the same material from a second lot. Click Remove to take a split row off again. A receipt needs at least one line with a quantity.
Under the table, History lists the earlier material issues and receipts of this run, so you can see what went out and came back before you decide.
Notes and inspection
Notes is free text for the storeman who reads the receipt later.
If your business has quality rules that cover material receipts, an inspection panel sits below the form. Save the receipt as a draft first, then send its lines for inspection from that panel.
Submit, draft or cancel
- Submit returns the material. The receipt is Returned and the stock is counted at once. If your business has approval for material receipts, it is In Review and nothing moves yet.
- Save as Draft keeps the receipt without moving anything. It is offered on a new receipt and on a draft. Open the draft later, send it for inspection if needed, and submit it.
- Cancel leaves without saving.
Scenarios
Problems and fixes
The work order I want is not on the list
Only runs that have been released are listed: Open, In Progress, Completed, Closed or Cancelled. A Draft or In Review run has no material out, so it cannot take a return. Release it first.
The table is empty, or says there is nothing left to return
Nothing has been issued to this run yet, or everything issued has been used or returned. Material comes back on a receipt only after it went out on a material issue. If you picked a stage, try Whole run.
"Enter a quantity against at least one material"
Type a Return Now quantity on at least one line. Empty lines are left off the receipt.
A line says "Over what is open"
The quantity is more than the line's Returnable. Lower it. Bizconnekt checks the same limit when you submit.
The store says it does not hold enough
The From store must hold the quantity you are returning. Pick the right work-in-progress store, or lower the quantity.
A note says some materials are not listed
Some of a run's materials come from the recipe, which only people with access to Work Order Processes can see. Ask someone with that access to raise the receipt for those materials.
I cannot see the plus or the form says no access
You need create access to Material Receipt. Ask your administrator.