Amend goods received

Find this screen

Open: Sales Order Processing > Order Processing > Goods Despatched and Received > Amend Goods Received

How to

Amend goods received

Open: Sales Order Processing > Order Processing > Goods Despatched and Received > Amend Goods Received

1. Select the returns using the Select items to Receive options.

2. Select the item from the displayed list and click Amend.

   The Receipt History window appears.

   Note: To view full details of the sales return, click View Return.

3. Enter the revised amount in the Qty Received column (expressed in the selling unit for the item). This amount must be a multiple of the item's selling unit.

4. If you are receiving batch/serial numbered items, the Batch or Enter Serial Numbers for window appears.

   • Select the serial or batch numbers to be added or removed.

     If you want to reduce the quantity, select the serial or batch numbers to be removed. If you want to increase the quantity, click Add New, enter the batch/serial number details and then click OK.

     Tip:

     When dealing with a batch/serial numbered item you can also use:

     Find: To search for batch/serial numbered items.

     Show details: Select the check box to see further information such as the item's supplier and goods in details.

   • For Batch numbered items, enter the New Quantity. This must be a multiple of the item's selling unit.

   • To record different batch/serial numbers to those displayed, click Add New.

     1. Enter the new batch/serial number.
     2. If required, enter additional information such as the Use by date and Sell by date.
     3. If dealing with a batch item, enter the batch quantity. This must be a multiple of the item's selling unit.
5. Click Save.

Useful info

About amending the received quantity

Use Amend Goods Received to change an incorrect delivery amount.

You can change the quantity of goods previously recorded as received, providing that the goods:

• Have not had credit notes issued.
• Have had quantities confirmed.

You cannot change the quantity received if:

• An increase in the quantity received would cause the total receipts to rise above the line quantity.
• A decrease the quantity received causes the stock level to become negative and the item record has not been set up to allow negative stock levels on the stock item product group Details tab.

For batch/serial numbered items:

• The serial/batch numbers must always be added or removed when receiving or amending receipts, regardless of your SOP settings.
• If you are increasing a batch numbered item's goods received value, the overall increase for the batch could be the result of decreasing one batch and increasing another batch.

• When reducing the quantity received for a batch/serial numbered item, you cannot remove items that have been allocated, transferred or issued.

  Note: You will see a warning if you try and reduce the quantity for a batch item number that has already been allocated or issued. This warning might apply to items with the same batch number from a previous receipt, rather than the item line you are trying to amend in the current receipt.

Outcomes of amending the received quantity

• The overall stock level for the stock item is increased or decreased.
• The location you have chosen to return your stock to, is updated.
• New entries are added to the stock item's history if the stock item is set to keep a movement history on the product group Details tab.

• If you have integrated with Project Accounting and you are using Work In Progress (which is selected in the Project Accounting Settings | Posting tab) and you have chosen to Update stock quantities when order despatch is confirmed in the SOP Settings Processing tab:

  • The amended costs, including uplift costs, are posted to the WIP account and not to the Expense account.
  • The WIP value is updated with the amended cost, including uplift.