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.

Navigation: Main Menu > Materials > Materials Movement

⚠️ For the transaction to be recorded the material item must be setup as an inventory item (i.e. it must have a location). 

The location, quantity and unit price must be filled in.

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

This process is to receive materials that were purchased. These materials can be raw materials or outsourced finished goods.

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. Type in 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

This process is to receive goods made during production that are now finished goods.

1. Navigate to Materials Movement.

2. Click New (button) > Receive MMR-WO.

3. Change the date (default = today).

4. Select the Customer that will be invoiced.

5. Select a Supplier from the dropdown list next to Supplier if applicable.

6. Type in 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 purchase orders.

      2. Click Add (button).

      3. Click Close (button).

8. Click Status (button) > Active.

How to Change the Source Document

This procedure shows you how to change the source document. For example, if you created a MMR from a purchase order, but want to create it from the Work Order instead.

1. 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 the Update (button).

   4. Click the Close (button).

How to Convert a Fixed Price to a Unit Price

1. 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 will be set to zero and the unit price will be 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).

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 from the context menu.​