Inventory Receipts

Inventory Receipts

Purpose and when to use this record

Record what actually arrived against a purchase order, including partial receipts, quantities, costs, and warehouse destination.

At a glance

• Identify it by: Status, Date Created, and Vendor Invoice #.

• Check its business context: Vendor, Warehouse, Freight Vendor, and Purchase Order.

• Why care: Warehouse, item, unit, quantity, and cost must describe the same physical movement. A wrong warehouse or unit can make availability and valuation misleading.

• Why care: Treat posted, processed, paid, reversed, and edit-locked states as controls—not ordinary descriptive fields. Confirm the source transaction before changing any state that the screen permits you to change.

• Why care: Status communicates workflow progress to other staff. Change it only when the underlying work, approval, payment, or handoff has actually occurred.

Before you begin

You need the Brisk permission for the action you are taking on inventory receipts. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create an Inventory Receipt

Create an Inventory Receipt only after confirming that the source document or operational event has not already been entered.

1. Select the business context first: Vendor, Warehouse, Freight Vendor, and Purchase Order.

2. Enter the identifying values shown on the form, especially Status, Vendor, Warehouse, Date Created, Vendor Invoice #, and Bill Of Lading, plus the remaining screen fields.

3. Review Status, Edit Locked, Final Costs, and Apply Terms Discount deliberately; these choices control availability or workflow rather than merely describing the record.

4. Save the Inventory Receipt, then confirm Status, Date Created, and Vendor Invoice # on its detail page before continuing.

After saving: Verify on-hand inventory and the purchase order’s remaining quantity, then use the receipt when matching the vendor invoice.

Delete an Inventory Receipt

Delete this Inventory Receipt only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

Before confirming, check for related Inventory Items Recevied, Inventory Records, and Transactions. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Status, Date Created, and Vendor Invoice #. After confirmation, return to the Inventory Receipts list and make sure only the intended Inventory Receipt was removed.

Review Inventory Receipt details

Use the detail page as the shared record of what this Inventory Receipt currently means. Verify Status, Date Created, Edit Locked, Subtotal, and Total before relying on it for a decision.

Follow Vendor, Warehouse, Freight Vendor, and Purchase Order to determine whether the issue is on this Inventory Receipt or on one of those linked records.

Next check: Verify on-hand inventory and the purchase order’s remaining quantity, then use the receipt when matching the vendor invoice.

Edit an existing Inventory Receipt

Edit this Inventory Receipt to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

1. Open the detail page. Compare Vendor, Warehouse, Freight Vendor, and Purchase Order with the supporting document or approved request.

2. Recheck Status, Vendor, Warehouse, Date Created, Vendor Invoice #, and Edit Locked, plus the remaining screen fields. These values are most likely to change warehouse availability, replenishment, quantities, and valuation.

3. Save the change, return to the list, and confirm that the Inventory Receipt now appears under the expected Status, and Edit Locked.

After the change: Verify on-hand inventory and the purchase order’s remaining quantity, then use the receipt when matching the vendor invoice.

Find and review inventory receipts

Use the Inventory Receipts list to find the correct record before opening or changing it. Compare Status, Date Created, and Vendor Invoice #. Records with similar names or numbers can still belong to different Vendor, Warehouse, Freight Vendor, and Purchase Order.

• Narrow the list with Vendor filters.

• The initial order emphasizes Id. Select a column heading when you need a different comparison.

Open the Inventory Receipt whose Status, Date Created, and Vendor Invoice # match the task. If it is missing, clear the list filters and recheck Vendor, Status, and Edit Locked rather than creating a replacement immediately.

Fields and business rules

Brisk stores 16 user-relevant fields for this Inventory Receipt, including 4 linked-record selections and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
Status	No	Current status of this inventory receipt. Available values: Draft, Complete.
Vendor	No	The vendor associated with this inventory receipt.
Warehouse	No	The warehouse associated with this inventory receipt.
Date Created	No	Date and time recorded for date created on this inventory receipt.
Vendor Invoice #	No	The vendor invoice # recorded for this inventory receipt.
Bill Of Lading	No	The bill of lading recorded for this inventory receipt.
Memo	No	The memo recorded for this inventory receipt.
Edit Locked	No	Whether the edit locked option applies to this inventory receipt.
Final Costs	No	Uncheck when receiving with estimated costs that will be finalized later.
Apply Terms Discount	No	When enabled, applies the vendor payment-terms discount percent to this receiving ticket.
Freight	No	The total freight cost for this receiving ticket. Freight is distributed into line-item inventory costs by weight and accrues to the receiving freight accrual account.
Freight Vendor	No	If different from the item vendor, conversion creates a separate freight vendor invoice. If the same vendor is selected, freight is added as a line on the item vendor invoice.
Subtotal	No	The gross total of all receiving ticket line items before discounts.
Discount	No	The total discount amount applied from vendor payment terms.
Total	No	The total dollar amount for this inventory receipt.
Purchase Order	No	Links this receiving ticket to a purchase order.

What happens next

Verify on-hand inventory and the purchase order’s remaining quantity, then use the receipt when matching the vendor invoice.

Common mistakes and troubleshooting

• The record saved but is not available where expected: Recheck Status, and Edit Locked, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.

• The values look right but the result is wrong: Open Vendor, Warehouse, Freight Vendor, and Purchase Order from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.