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Receipt statuses

This article lists the four statuses a receipt document can be in, what triggers a transition, and what the operator can or cannot do in each status. Status labels match what the operator sees on the screen.

Draft (DRAFT)​

Receipt status bar — Draft highlighted

Entered when the receipt is created — either from an inbound order or from scratch — and before it is released for receiving. Nothing has been received yet.

In this status the operator can: edit and add lines, adjust quantities and pack types, cancel the document cleanly.

Transitions out: To receive when the document is released for execution (by a supervisor or automatically); Cancelled if it is cancelled before release.

To receive (TO_RECEIVE)​

Receipt status bar — To Receive highlighted

Entered when the document is released to the execution queue. The operator can now record receiving facts against it line by line. Once the document leaves Draft, line editing is restricted — receiving works against the released set of lines.

In this status the operator can: record receiving facts; close the document when receiving is finished.

Transitions out: Received when all expected items have been accepted (subject to the warehouse's over-/under-receiving tolerances); Cancelled if the document is cancelled before it is received.

Received (RECEIVED)​

Receipt status bar — Received highlighted

Terminal state. Entered when receiving is finished and the document is closed. At that moment the warehouse stock is increased by the received quantity, the goods become available for sale and order picking, the document pack is generated (receipt report, discrepancy report and quality claims if any), and the updated data is passed to the ERP system through the integration.

In this status the operator cannot edit or reopen the document. It is read-only. A correction to an already-received document is made by creating a new receipt.

Transitions out: none — terminal.

Cancelled (CANCELLED)​

Receipt status bar — Cancelled highlighted

Terminal state. Entered when the document is cancelled before it is received — available while the document is still in Draft or To receive. No stock is posted for a cancelled receipt; the document itself is preserved for audit.

Transitions out: none — terminal.