What ShopPAK Updates When You Receive a Shipment
ShopPAK updates the following purchase order, inventory, and job cost information when you mark a shipment as received:
Purchase Order
Status
Changed from ‘Open’ to ‘Back Order’ if any of the received items has a back order situation.
Changed to ‘Received’ or ‘Closed’ if the shipment is complete and the user has requested ShopPAK automatically update status when the shipment is complete. See Setup and Options for details on automatically updating PO Status at receiving time.
PO Date Received
The PO receive date is set to the current date.
PO Item Receive Date
The PO Item receive dates are set to the current date.
PO Item Quantity Received
The PO Item quantity received is updated with the “Receiving” form line item ‘Quantity Received’ values.
PO Item Quantity Back Ordered
The PO Item quantity backordered is updated with the “Receiving” form line item ‘Quantity Back Ordered’ values.
PO Item Damaged Indicator
The PO Item damage indicator is updated with the “Receiving” form line item ‘Damage Indicator’ setting.
PO Item Notes Indicator / Notes
The PO Item notes indicator and notes are updated with the “Receiving” form line item ‘Notes Indicator’ and notes.
PO Item Job Assignment Rows
The PO Item Job Assignment ‘Qty Received’ cell is updated with the “Receiving” form line item ‘Quantity Received’ that was applied to the job assignment.
Vendor Invoice Reconciliation Information
When you receive a shipment, ShopPAK creates a ‘Receiver’ record so you can reconcile the received shipment against the vendor invoice. See Purchasing Form for details on reconciling a vendor invoice.
Inventory
On Order Count
ShopPAK subtracts ‘Qty Received’ units from the ‘On Order’ count for PO Items that have a type of ‘Stock’ or ‘Reserve’.
On Order Reserve Count
ShopPAK subtracts the ‘Qty Received’ units from the ‘On Order Reserve’ count for PO Items that have a type of ‘Reserve’.
On Hand Count
ShopPAK adds ‘Qty Received’ units to the ‘On Hand’ count for PO Items that have a type of ‘Stock’ or ‘Reserve’, provided the associated inventory item has an auto-receive location. If it doesn’t, ShopPAK creates an ‘assign location’ record that the user can display when they are ready to manually assign the newly arrived shipment to the correct inventory location.
O/H Reserved Count
ShopPAK adds ‘Qty Received’ units to the ‘On Hand Reserved’ count for PO Items that have a type of ‘Reserve’, provided the associated inventory item has an auto-receive location. If it doesn’t, ShopPAK creates an ‘assign location’ record that the user can display when they are ready to manually assign the shipment to the correct inventory location(s).
Inventory Location On Hand Count
ShopPAK adds ‘Qty Received’ units to the auto-receive inventory location’s ‘On Hand’ count for PO Items that have a type of ‘Stock’ or ‘Reserve’, provided the associated inventory item has an auto-receive location.
Inventory Reservation Tab
ShopPAK updates the Inventory reservation tab with the quantity received for PO Items that have a type of ‘Reserve’.
Job Cost
If you are receiving a shipment that contains direct material purchases (PO Item Type of ‘Job’), and you’ve set your ShopPAK Options to automatically update material job costs upon receipt of a shipment, ShopPAK automatically updates the associated Job, Job Item and Work Order actual material cost accumulators.
Note: PO Items with a type of ‘Stock’ and ‘Reserve’ are placed into inventory. Material Job cost accumulators are increased when employees ‘pick’ these materials from inventory and the ‘Pick’ transactions are ‘approved’.