Local Receipt step

This step waits for a person. It raises a Local Receipt and then holds the work order until somebody on the floor actually receives the goods.

It appears in the Add Step list as Local Receipt (new).

What it does

Use it whenever a work order starts by taking something in - a customer's unit coming back for repair, parts arriving for a build, anything that has to be on the books before the next step can touch it.

You tell it three things: who the goods are coming from, what is coming and how many, and which inventory category they should land in (Repair Order, Stock, Damaged, and so on). It raises one Local Receipt from that and puts it on the floor's list.

What it hands on is the important part. As well as the receipt reference, it publishes the units actually booked in - one entry per physical unit, carrying the serial where the product is serialised. That is what a Repair Router or a Repair Task downstream works from, so it is the real quantities, not what was expected.

Completing it

• It completes when the receipt is received on the floor. A partial receipt splits a backorder automatically, and the step waits for the rest.
• If the goods never arrive the step simply stays waiting, and nothing after it can start. Edit or cancel the receipt rather than leaving it open.

When not to use it

• Moving stock you already own from one place to another - that is a Move Order. A receipt puts something on the books for the first time.
• Getting a unit back from a subcontractor - that is an External Service Order, which lives outside the work order engine.
• Receiving against a supplier purchase order - purchase orders are Unleashed master data and are received on their own screen.

Related

• Repair Router step
• Repair Task step
• Local Shipment step
• Work Order step catalogue
• Work Orders: WorkFlows, runs and steps