Material Receive
In this tab, you can learn how to create a Material Receive Note.
Material Receive allows you to record the receipt of inventory items into a warehouse from an employee or supplier.
Overview
The Material Receive list displays the following columns: Transaction Code, Transaction Date, Employee, Cost Account, Warehouse, Reference No, Memo, and Status.
Each material receive can have one of the following statuses:
- Draft — Receive note has been created but not yet approved
- Approved — Receive note has been approved and applied
Creating a Material Receive
Click the Material Receive button to create a new receive note. Fill in the following fields:
- Warehouse (required) — Select the warehouse where material will be received
- Transaction Date (required) — Set the date of receipt
- Employee (required) — Select the employee responsible for receiving
- Memo (optional) — Add a note or description
- Reference No (optional) — Enter a reference number
Invoice Lines
In the Invoice Lines tab, add items to the receive note:
- Item — Select the item from the dropdown
- Description — Enter item description
- UOM — Select the unit of measure
- Quantity (required) — Enter the quantity
- Costing Method — Select Auto or Manual
- Unit Price — Enter the unit price
Click + Add Line to add more items. The Total Quantity is shown at the bottom.
Accounting Lines
The Accounting Lines tab shows the accounting entries generated by this material receive.
Attachments
Use the Attachments tab to upload supporting documents for this material receive.
Column Customization
Click the column settings icon to customize visible columns. Available columns: Status, Transaction Code, Cost Account, Warehouse, Employee, Transaction Date, Memo, Reference No.
