Materials Movement (Receive) Tutorial

Overview#

• In QuickEasy BOS Professional, inventory items are referred to as Materials.
• During the production process materials can be purchased, converted to finished goods and sold.
• The process of receiving materials is referred to as a Materials Movement (Receive).

💡These tutorials explain the various methods available to receive materials.

How to Create a New Materials Movement (Receive) Manually: MMR-PO#

1. Navigate to Materials Movement.
2. Click New (button) > Receive (MMR-PO).
3. Change the date (Default = today).
4. Select the Customer (Optional: if the goods were purchased specifically for a customer).
5. Select the Supplier that supplied the goods from the dropdown list next to Supplier.
6. Enter a Reference & Note.
7. Select an option next to Add:
   1. Custom: N/A to inventory items.
   2. Material 
      1. On the popup click View (button) to display a list of materials.
      2. Select a material from the list.
      3. Click Select (button).
      4. Enter the quantity.
      5. Click Receive (button).
      6. Close the Find Material popup.
   3. P/Order = Copy a Purchase Order:
      1. Select a Purchase Order from the popup of outstanding Purchase Orders.
      2. Click Add (button).
      3. Click Close (button).
8. Click Status (button) > Active.

How to Create a New Materials Movement (Receive) Manually: MMR-WO#

1. Navigate to Materials Movement.
2. Click New (button) > Receive (MMR-WO).
3. Change the date (default = today).
4. Select the Customer to invoice.
5. Supplier = Select a supplier, if applicable.
6. Enter a Reference & Note.
7. Select an option next to Add:
   1. Custom: N/A to inventory items.
   2. Material: 
      1. On the popup click View (button) to display a list of materials.
      2. Select a material from the list.
      3. Click Select (button).
      4. Enter the quantity.
      5. Click Receive (button).
      6. Close the Find Material popup.
   3. W/Order = Copy a Work Order:
      1. Select a Work Order from the popup of outstanding Work Orders.
      2. Click Add (button).
      3. Click Close (button).
8. Click Status (button) > Active.

How to Change the Source Document#

When creating or editing a Materials Movement (Receive):

1. Click Actions (button) > Update the From Transaction.
2. Choose a different source document from the list of available options on the popup.
3. Click Update (button).
4. A warning explains that updating the From Transaction breaks the links to downstream transactions. Click Yes to continue, or Cancel to keep the current links. The popup closes once the update is done.

How to Convert a Fixed Price to a Unit Price#

When creating or editing a Materials Movement (Receive):

1. Right-click a line item that has a fixed price, but no unit price.
2. Select Convert Fixed Price to Unit Price from the context menu.
3. The fixed price is set to zero and the unit price is filled in.

How to Create a New Materials Movement (Receive) from a Purchase Order#

1. Open a Purchase Order (Main Menu > Suppliers > Purchase Orders).
2. Click Actions (button) > Copy to Materials Movement (Receive).
3. Select the Items to copy.
4. Click Copy (button).
5. Confirm the copy on the popup.
6. Edit and complete the Materials Movement (Receive).

How to Create a New Materials Movement (Receive) from a Work Order#

1. Open a Work Order (Main Menu > Production > Work Orders).
2. Click Actions (button) > Copy to Materials Movement (Receive Output).
3. Select the items to copy.
4. Click Copy (button).
5. Confirm the copy on the popup.
6. Edit and complete the Materials Movement (Receive).

How to Delete a Pending Materials Movement#

1. Navigate to Materials Movement.
2. Click View (button).
3. Right-click any Pending Materials Movement and select Delete.