How to receive more items than ordered in Microsoft Business Central
David Cameron
Microsoft Partner @ Core Tec Systems | MBA, HBSc, CMA, CCE, PLC | Business Professor | Trusted Small Business Advisor| London, Kitchener area
How to receive more Goods than ordered
When you receive more goods than ordered, you may want to keep them rather than return the goods to the vendor as it may be less expensive to cheap than to return and there is a business negotiation opportunity to request a discount from the vendor.
“How-To”: configure excess receipts
You need to define a percentage by which to allow the ordered quantity to be exceeded when receiving. This is defined in an over-receipt code, which contains the percentage in the % tolerance for over-receiving field. Then you assign the code to Item card(s) and to Vendor card(s).
CONFIGURE AND ASSIGN AN “OVER-RECEIPT CODE”
Configure an over-receipt code
On Item Card
Assign over-receipt code to items.
The “over receipt code” is assigned to the item. Any purchase order or inventory receipt for the item now allows you to receive more than the ordered quantity based on the specified receipt tolerance percentage.
Note
You can set up an approval workflow to require that excessive receipts must be approved before they can be handled. If so, you must check the Approval required checkbox on the Over-Receipt Codes page.
“How-to” perform an Over-Receipt
On the purchase lines and warehouse receipt lines, the Receipt Excess Quantity field is used to record the excess received quantities, that is, quantities that exceed the value in the Quantity field, the quantity ordered. When handling excess receipt, you can increase the value in the Qty. To Receive field by the quantity actual received. The Excess Received Quantity field is then updated to show the excess quantity. The Qty to Receive field is then updated to show the quantity ordered plus the excess.
If the increase is within the tolerance specified by the assigned Over Receive Code, the Over Receive Quantity field is updated to show the quantity that the value in the Quantity field has exceeded.
EXAMPLE
On Purchase Order Card
POST ORDER > RECEIVE
After posting
Item Ledger Entries
