Material Receipt window will now allow users to create one single reception document for products that are handled by lots and need to distribute the received quantities onto these batches. By doing this, we are making this process much more faster and simpler for warehouse users when receiving these products. In the past, they were only allowed to run this process for each lot, creating one reception at the time but now, in addition to this, users can create one single reception and therefore, one single invoice that includes every line of products that were received. See more details below.
In order to improve this process, we included a new Add (+) button in Detail pop-up window that appears when selecting a completed purchase order without material reception document :
With this button, users can distribute the received amounts into new product lines and then assign these lines to every available lot for this product.
See our step-by-step demo :
Steps :
In Material Receipt window, select a completed Purchase Order without material reception.
In Quantity column, you will see the purchase order total, this is the maximum amount that must be distributed between the available lots.
In order to reallocate or distribute these amounts between the different lots select the line, enter the quantity that will remain on the first lot and click on Add icon.
Cirrus will automatically assign the missing quantities to the new (second) line. To add more lines you can subtract or add quantities between lots according to how these quantities will be distributed and proceed by clicking again on the Add (+) icon.*
To generate the material receipt document, select all of the lines that will be included and confirm.
Now, enter this material reception document and select the lots to which these quantities will be assigned and complete the document.
*The sum of the quantities on every line must never be greater than the quantity in the purchase order. If this happens, you will see the following error :
Updates :
December 4, 2023.
New Lot column in Material Return
Now, in order to give more details during the material return process for products with multiple lots, we have now included a new column to the Material Return pop-up window that appears when a completed reception will be partially or entirely returned (Material Return button) :
With this column, users can select more easily the quantities to be returned when there is a completed material reception for multiple batches.
See demo :
We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.
Date: November 21, 2023.