Receiving Goods from a Goods-In-Transit Location

All goods that are transferred between locations using a goods-in-transit location must be received separately at the destination location.

To receive goods transferred from another location:

1. Open > Inventory Control > I/C Transactions >  Transfers.

2. Accept the "***NEW***" identifier displayed in the Document Number field to start a new receipt.

   Tip: If "***NEW***" does not appear, click the Create New button.

   The program automatically assigns a document number when you save or post the transaction.

   Alternatively, you can enter a new transaction number yourself, and then press .

3. In the Document Type field, select Transit Receipt (to receive goods that are in transit between physical inventory locations).
4. In the Transfer Number field, specify the number assigned to the transfer that you are receiving.

   The transfer details appear on the screen.

5. In the Document Date field, specify the date of the receipt.

   Inventory Control automatically displays the session date as the default date, but you can change it. (The session date is the date that you entered when you started Sage 300).

   You can also enter a separate posting date, which determines the fiscal year and period to which a transaction is posted in the general ledger.

   You can change the document date and the posting date, but you cannot directly change the fiscal period.

6. In the Posting Date field, enter the date to which to post the transaction in the general ledger.
7. If there are additional costs associated with the transfer:
   1. Enter the amount of the additional costs in the Additional Cost field.
   2. Select a proration method. More...

      You can prorate by quantity, by weight, by cost, equally, or manually. Selecting Prorate Manually allows you to enter each item's share of the additional cost in the Manual Proration field of the detail table. All other options cause the program to automatically calculate amounts (and you cannot use the Manual Proration field).

8. Enter a description and reference for the transaction.
9. In the Expected Arrival field, enter the date that you received the goods.
10. Click the Add/Edit link from the menu beside the Optional Fields check box to display the I/C Detail Optional Fields screen, where you can view or edit the optional fields assigned to this transaction.
11. For each item detail line on the receipt, in the table:
    1. In the Transfer Quantity field, accept or enter the number of items that you are receiving.
    2. If you are prorating additional costs manually, enter an amount in the Manual Proration field.

    3. If the items use the user-specified costing method, type the unit cost and extended cost.

    4. If you received all items, use the Completed field to mark the detail line as completed.

       Note:

       If you received the full requested quantity, the program automatically marks the detail Completed when you post the transaction.

       If you mark a detail Complete before all goods are received, the unreceived items remain in the goods-in-transit location, and you will have to create a new transfer to move them to the destination location.

    5. Enter any comments you want to add.
    6. Use the Optional Fields column to view or edit optional field information for a selected detail.
12. When you are finished, click Post or Save.
    • If you click Save, Inventory Control saves the transaction so you can edit and post it later.
    • If you click Post, Inventory Control posts the transaction immediately.

      Important! When you click Post, if the Prompt to Delete During Posting option is selected (on the Processing tab of the I/C Options screen), the program asks you if you want to delete the transaction. Click No unless your company always deletes posted transactions. If you delete the posted transaction, you will not be able to drill down to the transaction details from General Ledger.

13. Make a note of the transfer number, and click OK at the confirmation message.

Last published: 4/8/2016