Item Documents

Business Central includes several documents that you can use to manage your warehouse. This also includes reports that you must submit for official reporting, such as the Item Report TORG-29, Items Receipt Act TORG-1, and Receipt Deviations TORG-2 reports.

The following types of documents are useful for managing your warehouse:

  • Item receipt act without the vendor invoice - This is applied to the account receipt of items based on the quality, quantity, and cost.
  • Item writing-off act – This is applied to register damage for reasons such as the loss of quality of items that will no longer be sold.
  • Item transfer – This is applied to receipt and delivery shipments for transfer of items within the organization.

Setting Up Warehouse Document Numbering

The following procedure shows how to set up warehouse document numbering.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Inventory Setup, and then choose the related link.
  2. On the Numbering FastTab, specify in the following fields the series of numbers for documents:
    • Item Receipt Nos
    • Posted Item receipt Nos
    • Item Shipment Nos
    • Posted Item Shipment Nos

Creating an Item Receipt Act Without a Vendor

The following procedure shows how to create an item receipt act without a vendor.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Item Receipts, and then choose the related link.

  2. In the header of the Item Receipt window, enter the fields described in the following table.

    Field Description
    No. Specifies the warehouse document header number.
    Posting Description Specifies the posting description.
    Location Code Specifies the value code that is filled in from the Location list.
    Gen. Bus. Posting Group Specifies the code of the general business posting group.
    Posting Date Document Date Specifies the working date that is filled in by default.
    External Document No. Enter the primary document number.
    Purchaser Code Specifies the value code that is selected from salespeople or purchasers.
    Correction Specifies if the entry is a correction.
    Status Specifies if the document is Open or Released.

  3. In the document lines of the Item Receipt window, enter the fields described in the following table.

    Field Description
    Item No. Specifies the item number from the Item List table.
    Description Specifies the item description.
    Quantity Specifies the number of item units.
    Reserve Quantity Inbnd Specifies the item quantity reserved at the warehouse of the receiver.
    Unit Amount Specifies the price of a unit item.
    Indirect Cost % Specifies the indirect cost percent.
    Unit Cost Specifies the item unit cost of the receipt shipment line.
    Amount Specifies the transaction amount.
    Unit of Measure Code Specifies the unit of measure code for the received items.

  4. In the Item Receipt window, choose the Employee Signatures action to specify the signature of the person in charge.

  5. Enter the fields described in the following table.

    Field Description
    Employee Type Specifies the type of the employee.
    Employee No. Specifies the employee number of the employee who must sign.
    Employee Name Specifies the values that are retrieved from the standard fields of the selected Employee Card.

  6. To print an Item Receipt report from the Item Receipt window, choose the Item Document action.

  7. Choose the Print button.

The following functions are available in the Item Receipt window.

Function Description
Changing document status Documents can be open or released for the next processing stage. Choose the Release or the Reopen action.
Reservation of document lines Items can be reserved from the document line. Choose the Reserve action.
Warehouse adjustment calculation Refers only to item quantity corrections in the warehouse bins. This is accessible only if advanced picking and placing is used in the warehouse.
Document posting Choose the Post action to perform the following: - Post Post the item receipt. The posted item receipt is created. - Post and Print Post the receipt and print the test report.

Analysis of a Posted Document Item Receipt Without a Vendor

The following procedure shows how to analyze a posted document item receipt without a vendor.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Posted Item Receipts, and then choose the related link.

    Note

    The posted item receipt displays all the information from the item receipt.

  2. Choose the Sort action to sort the list of documents selected for printing in ascending or descending order.

  3. Choose the Print button.

Creating an Item Writing-Off Act

The following procedure shows how to create an item writing-off act.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Item Shipments, and then choose the related link.

  2. On the header of the Item Shipment window, enter the fields. These fields are the same as those on the Item Receipt window.

  3. In the document lines of the Item Shipment window, enter the fields. These fields are the same as those on the Item Receipt window except for the following:

    • The Indirect Cost field is available only in the Item Receipt window.
    • The fields in the following table are available only in the Item Shipment window.
    Field Description
    FA No. Specifies the fixed asset to write off items and materials.
    Depreciation Book Code Specifies the fixed asset depreciation book to which the additional cost will be added.

  4. In the Item Shipment window, choose the Employee Signatures actionm to specify the signature of the person in charge.

  5. Enter the fields described in the following table.

    Field Description
    Employee Type Specifies the type of the employee.
    Employee No. Specifies the employee number of the employee who must sign.
    Employee Name Specifies the values that are retrieved from the standard fields of the selected Employee Card.

  6. Choose the Print action.

The functions available in the Item Shipment window are same as those in the Item Receipt window.

Analysis of a Posted Document Item Writing-Off Act

The following procedure shows how to analyze a posted document item writing-off act.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Posted Item Shipments, and then choose the related link.
Note

The posted item shipment displays all the information from the item shipment.

  1. Choose the Sort action to sort the list of documents selected for printing in ascending or descending order.

  2. Choose the Print action.

Report Transfer Order TORG-13 Based on an Unposted Transfer Document

The following procedure shows how to create a Transfer Order TORG-13 report based on transfer documents that are not posted.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Transfer Orders, and then choose the related link.

    Choose the Print action.

Report Transfer Order TORG-13 Based on a Posted Transfer Document - Transfer Receipt

The following procedure shows how to create a report based on a posted transfer document called a transfer receipt.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Posted Transfer Receipt, and then choose the related link.
  2. Choose the Print action.

Report Transfer Order TORG-13 Based on a Posted Transfer Document - Transfer Shipment

The following procedure shows how to create a report based on a posted transfer document called a transfer shipment.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Posted Transfer Shipments, and then choose the related link.

    Choose the Print action.

See Also

Inventory Setup
Item Obligatory Acts
Item General Ledger Turnover