QAD 2017 Enterprise Edition > User Guides > Warehousing > Processing Transactions > Processing Receipts > Multiple UM and Pallet Receipt
  
Multiple UM and Pallet Receipt
Standard Receipts
All standard receipt functions let users receive inventory items in either their normal stocking unit of measure (UM) or in a different UM. When items are received in a UM different than their stocking UM, the system converts the quantity of items received in the receipt UM to the corresponding quantity of items in the stocking UM.
The conversion is done on the basis of:
The unit of measure conversion factor that applies to the item being received
Its stocking unit of measure
The receipt unit of measure entered by the user
However, this unit of measure factor only acts as a default that you can modify.
Example: In your system, a UM conversion of 1 PL = 12 EA is defined. You record a receipt of 2 PL of an item that is stocked in EA but override the default conversion factor of 12 with the value 13. In this case, the system records the receipt of 26 EA (2 PL) in inventory when the transaction is completed.
Receipt functions also provide multi-entry functionality. Setting this field to No during a single receipt transaction of a particular item means that the entire receipt quantity is received into the same site and location with the same lot or serial number and reference. Setting it to Yes, on the other hand, means that when a single receipt of a quantity of an item is made, that quantity can be divided between different references, lot or serial numbers, locations or even sites.
Example: The 2 PL = 26 EA of the item in the previous example could be received in a single transaction split between two sites each with two locations, where each location was split between two lot numbers and each lot number was split between two references. Doing this subdivides the single receipt into 16 separate multi-entry quantities. The system stores information on each of these separately.
Receipt transactions can involve both a receipt UM different than the normal stocking UM and multi-entry. When this happens, all receipt quantities entered on the multi-entry frame are in the receipt UM (PL in the example).
Warehouse Receipts
In all receipt transactions in a warehouse, most standard receipt functionality is still present. In addition to this, you can receive stock in the default item UM, alternate palletized receipt UMs, or alternate non-palletized UMs. Additionally, you can enter different alternate receipt UMs on different receipt detail lines when using purchase order receipts provided that none of the alternate receipt UMs used in multi-entry is palletized.
Note: When receiving in a UM different than the stocking UM of an item, you can only override the default UM conversion when the receipt UM is sized by reference (palletized) or sized by blank.
In the warehouse system, a fundamental difference in the interpretation of UM conversions occurs when a receipt of a quantity of an item is made in a palletized UM. In this case, regardless of whether the palletized receipt UM used is the stocking UM of the item, one record is created automatically for each pallet being received. Therefore, if PL is a palletized UM and a receipt quantity of 2 PL is entered, two records are created. Each record created is assigned a unique reference number that identifies a particular pallet, and it holds all the receipt details relating to that pallet.
The difference in interpretation comes about because when these records are shown in purchase order receipts, the quantity field now denotes the number of eaches in a particular pallet reference, rather than a quantity in the receipt UM.
Regardless of this difference, the correct unit of measure conversions have to be applied during a palletized receipt to enable the receipt quantity to be converted to the item stocking unit of measure and hence recorded correctly in the database. Conversion to the item stocking unit of measure before inventory update is also necessary for receipt quantities in alternate non-palletized units of measure.
Examples
The following examples illustrate the concepts associated with entering a palletized receipt and multiple units of measure during warehouse receipts.
Suppose that you have defined a default item stocking unit of measure of EA. You have also defined the alternate units of measure and conversion factors listed in Palletized Receipt Example.

Palletized Receipt Example
 
Alternate UM
Conversion
Sizing Type
TN
1 TN = 10 EA
<blank>
DZ
1 DZ = 12 EA
<blank>
EU
1 EU = 1000 EA
Reference
PL
1 PL = 1200 EA
Reference
Example 1
In one transaction in purchase order receipts, you enter the following:
Receipt quantity of 5
Receipt UM of PL
Default conversion factor of 1 PL = 1200 EA
Because the receipt is for a palletized unit of measure, five records are created, each with its own unique pallet reference number, and a default quantity of items on the pallet and item unit of measure of 1200 EA. These details are then shown on the frame automatically. You then attempt to override the default quantity and alternate UM values as shown in Palletized Receipt Example 1.

Palletized Receipt Example 1
 
Old Qty
Old Alt UM
Old Ref
New Qty
New Alt UM
New Ref
Swap Message
Valid
1200
EA
PL000001
115
TN
PL000001
No
Yes
1200
EA
PL000002
90
DZ
PL000002
No
Yes
1200
EA
PL000003
21
PK
PK
Yes
Yes
1200
EA
PL000004
11
BX
BX
Yes
Yes
1200
EA
PL000005
1
EU
N/A
No
no
1200
EA
PL000006
1
PL
N/A
No
no
Palletized Receipt Example 1 shows that the EA stocking unit of measure cannot be overridden by a size-by-reference unit of measure, but can be overridden by another unit of measure with a sizing type of blank. When a size-by-reference alternate unit of measure is entered, the following error message displays:
ERROR: CANNOT RECEIVE MORE THAN ONE PALLET UM. Please re-enter.
You are prompted to input another alternate unit of measure.
If the stocking unit of measure is overridden by a unit of measure with sizing type of blank, the pallet numbers generated in the Reference field remain unchanged.
Example 2
In another transaction, you enter:
Receipt quantity of 5000
Receipt UM of EA
Because the receipt is for a non-palletized unit of measure, no records holding pallet information are created, and you are not automatically taken into the multi-entry frame. You then manually set the multi-entry field to Yes. In this frame, only one record with a quantity of 5000 and an alternate unit of measure of EA is shown. In the multi-entry frame, you attempt to override the default quantity and alternate UM values as shown in Palletized Receipt Example 2.

Palletized Receipt Example 2
 
Old Qty
Old Alt UM
Old Ref
New Qty
New Alt UM
New Ref
Swap
Message
Valid
5000
EA
<blank>
900
EA
<Blank>
No
Yes
 
 
 
1
PL
<Blank>
No
no
 
 
 
2
EU
<Blank>
No
no
 
 
 
25
BX
BX
yes
Yes
 
 
 
20
PK
PK
yes
Yes
 
 
 
50
DZ
<Blank>
No
Yes
Palletized Receipt Example 2 shows that the EA stocking unit of measure cannot be overridden by a size by reference unit of measure, but can be overridden by another unit of measure with a sizing type of blank or a sizing type of multiple.
This receipt is then processed in the same way as for example 1.
Example 3
In a third transaction, you enter:
Receipt quantity of 500
Receipt UM of TN
Because the unit of measure TN is a size by blank alternate UM, this means that the default unit of measure conversion factor between EA and TN (10) can be overridden at the start of the receipt transaction.
Suppose that you override the default conversion factor of 1 TN = 10 EA by 1 TN = 11 EA. After you have manually set the multi-entry field to Yes, a single detail record is shown with an initial quantity of 500 and an alternate unit of measure of TN. From then on, this receipt is processed as for example 1.
Example 4
In a fourth transaction, you enter a receipt quantity of 50, and a receipt UM of BX. Because the receipt is for a non-palletized unit of measure, no records holding pallet information are created. Note that you cannot override the default conversion factor for this receipt unit of measure, because BX is a size by multiple unit of measure. You then manually set the multi-entry field to Yes. In this frame, only one record with a quantity of 50 and an alternate unit of measure of BX is shown at first. You would modify the record shown and manually enter the details in Palletized Receipt Example 4 using the multi-entry frame.

Palletized Receipt Example 4
 
Old Qty
Old Alt UM
Old Ref
New Qty
New Alt UM
New Ref
Swap Message
Valid
50
BX
<blank>
16
BX
BX
No
Yes
 
 
 
2
PL
 
No
no
 
 
 
3
EU
 
No
no
 
 
 
40
PK
PK
Yes
Yes
 
 
 
50
DZ
<Blank>
No
Yes
 
 
 
50
TN
<Blank>
No
Yes
 
 
 
300
EA
<Blank>
No
Yes
This receipt is then processed as per example 1.