Overview:

Inwards Goods functions as a way to receipt the delivery of goods against previously created Purchase Orders. This step is done prior to the AP Invoice being received, and informs the accounts team that the goods have been delivered. You can add comments to each delivery line and keep track of partial deliveries. Workbench also offers an Mobile Inwards Goods screen that is more suited to mobile device entry for users who are not near a computer.

Note that this process does not involve the cost of items, simply the quantities ordered and delivered.

This screen displays a list of existing Inwards goods Receipts, and provides a button to create a New Inwards Goods entry. Use the filters on the top right to show more specific results.

When the Stock module is in use and the Goods are receipted for a Stock job (Stock Location), these transactions are visible in the Transaction tab of the Job Enquiry (as Adjustment transaction type) and in the Stock transactions List as a Receipt type of transactions. However, they do not appear on the Job Enquiry for non-stock jobs. 
Editing an Inwards goods line is disabled once the associated job transaction has been exported to financials. 

Screen Guide:

Inwards Goods List:

Open

New Inwards Goods screen:

Open

You can select the Suppler first to filter the list of Approved PO No based on the supplier, or if you know the PO No, you can enter it directly.

Use the Receipts to Come and Fully Receipted checkboxes to switch between listing PO lines that have remaining amounts and lines that have been fully receipted.

The Receipt Date defaults to today's date and can be changed, while the Date field is always today's date. This is to facilitate entering dockets after the fact. The Receipt Reference is generally located on the delivery docket and makes the delivery easier to track.

Use the Display PO button after selecting the PO to show the PO on a pop up screen.

Use the Display Lines button after selecting the PO to populate the lines below.

• Job Code is the Job this PO line is related to.

• Activity Code is the code selected in this PO line.

• Line Code displays the Stock Item code of the ordered line if a Stock Item was ordered.

• Description displays the PO line description.

• Ordered Qty is the original quantity ordered.

• Received Qty is the quantity received to date.

• Balance is the difference between ordered and received.

• Unit is the unit of measurement.

• Unit Cost is the cost of each unit as defined in the PO line.

• This Receipt Qty is where you enter the quantity of the line delivered in this delivery.

• All when ticked will receipt the balance of the line.

• Line Details is the Details field on the PO line.

• Comment is where you can add a custom comment about the line.

• Serials is a link to a popup window where details like Serial numbers or Batch Number, or Expiry date can be entered for each item. One line per item must be entered. Also either Serial Number or Batch Number must be entered, not both. These Serial numbers will later be available to choose from when doing a Stock Pick or Stock Issue. Stock Item must be set as 'Serial Numbers Required' to be able to enter details on Serials popup window.
  
  

  
  
  

• Receipts is a link to a popup window that shows all previous receipts for the line.

Use the Attachments button to add a digital copy of the docket if available.

Once finished, click Confirm Receipt to finalise the Inwards Goods entry.

Next Steps:

After goods are receipted, the receipt will appear in AP Vouchers/AP Invoice Enquiry when the invoice is being entered.