Handling Goods Receipts and Goods Issue

Managing goods receipts and goods issues is essential for the smooth operation of any warehouse.

In the SAP Business One, Web client home page, from the Inventory Transactions group, choosing the Goods Issues tile opens the Manage Goods Issues list view. If you choose the Goods Receipts tile, it opens the Manage Goods Receipts list view.

The working methods with these two list views are very similar to each other and any other list view in the Web client.

Because of the similarity, let's look at the Manage Goods Issues list view.

1. View and manage different views. The predefined views available in the Views menu at the top left, store filter settings and parameters according to a relevant category, for example, All, My, and Open, to determine which records are displayed in the list view.
2. The Share icon in the top-right corner of the header allows you to share a list view by e-mail or save selected views as tiles on the home page.
3. The Search field allows you to search for specific data record.
4. Use filter fields to restrict the data records currently displayed in the table area. You can then save these filters as a custom view using the Views menu at the top left.

1. Create: Choose Create to create a new record.

2. Copy To: When you choose Copy To, you can select whether to copy one or more goods issue to a goods receipt from the dropdown list.

   Note: You cannot copy goods receipts to a goods issue.

3. Preview: Choose Preview to see the selected records in sequence, using the default Crystal Reports selected layout.
4. Link List Views: You can create a link from the table rows to a list view or a General Overview view that will be filtered by the selected field values from the detailed view.
5. View Settings: Choose the View Settings icon to manage and customize the data in the table, such as to choose columns to display, sort, filter, and group the data.
6. Export: Choose the Export icon to export records to Microsoft Excel.
7. Control: You can control how the data is displayed in the table (Table View, Chart View, and Card View) by selecting the relevant icon.
8. View and edit: The list view is also your entry point to navigate to a detailed view of a specific data record by clicking anywhere on the record's row. By default, the existing record is displayed in view mode.

To create a goods issue, on the SAP Business One, Web client home page, choose the Create Goods Issue tile.

To create a goods receipt, choose the Create Goods Receipt tile.

The Goods Receipt and Goods Issue detailed view are very similar.

Let’s review the Goods Issue detailed view to note the similarities and differences to the Goods Receipt.

The General tab is where you select the relevant price list for the items and enter relevant details, such as Remarks.

Unlike marketing documents used in the sales and purchasing processes, you cannot enter a business partner.

The Contents tab is where you enter the relevant items and fill in the item’s details.

If you do not specify a warehouse, the system uses the default warehouse from the item master record.

Differences between the two documents:

• When an item is entered in the goods receipt, the default price list is taken from the selected price list in the General tab.

  You can enter a different price for the items entering the warehouse to be calculated in the accounting transaction.

  Goods issues use the item cost to calculate the value of the accounting transaction, and the price field is for informational purposes only.

• On Goods Receipt, you can use the Copy From on the header area to copy goods issues to the goods receipt.

If a company is using perpetual inventory, saving an inventory transaction automatically creates a journal entry.

• Goods Receipt: The following image represents a posting for a Goods Receipt. A Goods Receipt creates a journal entry that posts the value of the received goods on the debit side of the Stock Account and the credit side of the Inventory Offset – Increase account.
• Goods Issue: The next image represents a posting for a Goods Issue. A Goods Issue creates a journal entry that posts the value of the issued goods on the debit side of the Inventory Offset – Decrease account and the credit side of the Stock Account.