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How do I receive inbound empties?

Overview

Taking back empties becomes necessary when a customer has received their ordered goods and wants to return the packing material which was used to transport the delivered products (e.g., packaging such as crates or loading equipment such as pallets).

The receipt of empties is processed via the material receipt candidates and can be carried out either with reference to a particular purchase order or separately.

Steps

  1. Open “Material Receipt Candidates” from the menu.

a) Receiving empties separately

  1. Start the quick action “Empties Receive”. The window “Empties Receive” opens up in the same tab.

    Note: You will also find this action in the actions menu in the list view.

  2. In the field Business Partner, enter a part of the name or number of the customer returning the empties and click on the matching result in the drop-down list.

    Note: If the required partner does not appear in the list, you can add them through quick create.

  1. From the list view, select the entry of the purchase order for which you want to receive empties.
  2. Start the quick action “Empties Receive”. The window “Empties Receive” opens up in the same tab.

    Note: You will also find this action in the actions menu in both the list view and the detailed view of an entry.

  3. In this entry, all order-relevant data have already been entered (see also the advanced edit menu from the actions menu).

Record empties

  1. Go to the record tab “Position” (Shipment Line) at the bottom of the page and click "Batch entry" to enter the empties.

    Note: Use shortcut Alt + Q / ⌥ alt + Q.

  2. In the field Boxing Type, enter a part of the name of the packing material to be received and click on the matching result in the drop-down list.
  3. Enter a Quantity.

    Note: Use the mouse or Tab ↹ key to go to the field.

  4. Hit ↵ Enter to add the line to the list.

    Note: Repeat steps 1 to 4 until you have recorded all packing materials.


General Note:
You can also enter negative values as Quantity, which lets you post an empties receipt as an empties return without having to enter it in a separate document. This can be useful, for example, if empties cannot be accepted and have to be returned to the customer, or if empties are exchanged between vendors.

Complete the empties receipt

  1. Complete the document.
  2. Open the PDF preview.

Next Steps (optional)

Example


Zur Quelldatei auf github.com