Receiving

An overview of the receiving tools in iMACS.

Overview

Receiving functions are available for the CAT Consist, CAT Parts, Equipment, and External Services classes on a project and stock level. For CAT Parts, Equipment, and External Services, the Receiving tab defaults to a list of purchase orders that have been Issued. To view or receive items on a PO, click on the PO numbers. For CAT Consist, the Receiving tab defaults to the items on the CAT Consist Order tab.

Receiving Items

For CAT Parts, Equipment, and External Services, the items on the PO are divided into 2 sections - Outstanding Items and Received Items. For CAT Consist, all the items from the DBS order are listed, showing the quantity ordered, received, and outstanding. To receive an item, click the Receive button.

For CAT Consist, CAT Parts, and Equipment, enter the quantity received. The item location and status are optional. After you click the Save button, a GRN (Goods Received Number) will be generated.

For External Services, enter the quantity completed and the date completed, and click the Save button.

For CAT Consist, you can receive all installed items (items where the A/I - Assembly Indicator is I) at once. Click the Select All button in the top-left corner of the Receiving table, then click the “Receive Selection” button in the top-right corner.

Global Receiving

The Global Receiving function is a way to receive items without going in and out of each project and stock number.

You can search for a PO by entering a keyword and clicking Search. A list of purchase orders containing the keyword will be shown. Click on a PO number to view and receive items.

You can receive items as described in the Receiving Items section above. The purchase order search bar will always be shown at the top so you can search for another PO easily.