The Main tab provides general information on an Inventory Receipt.

The required fields on this tab are: Warehouse and Entity.

The "Inventory Receipt (create)" form. The Main tab

If you are creating this document manually, in the Correspondence field, select a GL account to be used to record the income associated with the inventory items.

In the Department field, you can specify the department responsible for this inventory receiving. The field is not available if the selected warehouse is of the Department type: in this case the department-warehouse will be automatically specified as the element of income analytics.

In the Income Item field, select an income item used in similar cases.

In the Business Activity field, select a business activity associated with the warehouse or inventory items.

<Auto> in the Number field indicates that a number for this document is assigned automatically when you save the document. The From field is populated automatically with the current business date. You can select another date, if necessary.

In the Entity field, select the legal entity of your organization which is responsible for this document. The Entity field is available if the Multi-Company Accounting option is selected on the Administration > Settings > General Settings form. The default entity for all users can be selected on the General Settings form. Also, you can specify your personal default entity, for details refer to Personal Settings.

The Basis field is populated automatically, if this inventory receipt was generated on the basis of an Inventory Reconciliation. If needed, you can manually select the basis document from the list of supplier or warehouse documents (for this, click Show all from the drop-down list). Once the basis document is selected, the necessary data is copied to this inventory receipt. If, after you edited the document, you want to cancel the edits, click the Fill in button – the details from the basis document will be copied to the inventory receipt.

The Warehouse field is required, if the Multiple warehouses option is selected on the Administration > Settings > Purchasing and Warehouses form. In this field, you can select the warehouse to receive the items. If you need to distribute the items between multiple warehouses, you can move the Warehouse field from the Main tab as a column to the table on the Inventory tab. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).

The Cell field is available if the Enable Bin Locations option is selected on the Administration > Settings > Purchasing and Warehouses form and if the Use Bin Locations option is selected for the particular warehouse.

Select the cell in the warehouse structure which will store the items. If you need to add items to multiple cells, you can move the Cell field to the Inventory tab where it will appear as a table column. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).

The Amount Only option is used to indicate that only the cost of inventory will be increased without changes in quantity.

The link (Retail in the screenshot) below the Amount Only check box is the link to the Prices dialog box, using which you can select another price type for the items.

In the Comment text box, you can enter any additional information about this document.

The document totals and other information

At the bottom of the form, the following fields are available:

• Total Quantity: Shows the total actual quantity of all items listed on the Inventory tab. Available if the Amount Only check box is cleared.
• Total Amount: Shows the total amount calculated on all items (listed on the Inventory tab) based on actual quantities and selected price type.

Also, at the bottom of the form, you can view who created this document and the current status of the document; it can be one of the following:

• New (document was created, but not recorded to the database)
• Not Posted (document was recorded, but not posted)
• Posted (document was posted)
• Marked for Deletion (document was marked to be deleted)

The toolbar buttons

After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Post to save and post the document without closing it or Post and close to save, post, and close the document.

Use the Generate button to create a document (Goods Receipt Note) based on this inventory receipt.

Use the Settings button to change the position in document of the Cell field.

For other button descriptions, see Document Toolbar.