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Change Status of a Receipt


Status of a Receipt

Receipt documents normally go through the following process :

  1. After you created a receipt document either by template or manually, it is in status NEW. In this status you can for instance add items or change the delivered quantity of items.

  2. When the receipt arrived at the specified location and was processed either manually or with pixi* Mobile and the delivered quantity was put to the receipt document, you can set the status of the receipt document to Closed (CLS). In this very moment pixi* will ask you for the bin, where the delivered items should be placed, if the database setting "Place all Items from Receipt into one Stock Bin" (pixi* Control Center > Database Settings > Purchasing) is enabled.

  3. After you get the invoice number from the supplier, you can put it to the receipt document and change the status to Invoiced (INV)


Note: Setting Place all Items from Receipt into one Stock Bin can be enabled in Control Center > Database Settings > Purchasing.

Warning: Changes to the setting will have an effect on pixi Web a few minutes after the change was done and not immediately.
When enabled, all delivered items go into the specified bin and are ready for usage.
In case a receipt document gets reopened and closed afterwards, all items will be put to the entered bin again.


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Close a Receipt

  1. In the receipt document click Status in the toolbar and click Close Receipt.

  2. Enter the name of the stock bin where delivered items will be placed.
    The Put to Stock dialogue is shown depending on the database setting "Place all Items from Receipt into one Stock Bin" in pixi* Control Center (Database Settings > Purchasing).

  3. Click OK.

Note: If you close a receipt document, the supplier price of this supplier for the containing items will be updated with the value from "Sup. Price (€)".


Set a Receipt to Invoiced

In the receipt document, click Status in the toolbar and click Set Receipt to Invoiced.

Note: Supplier prices cannot be changed anymore if receipt documents were set to "Invoiced"!


Reopen a closed Receipt

The option to reopen the closed receipt document is available if you have permission to do so. Permissions are set in Control Center > Tools > Administration > User Administration. You can reopen the receipt document from Closed or Invoiced status.

  1. Open a receipt document with the status CLS or INV.

  2. In the receipt document, click Status in the toolbar and click Reopen Receipt.

Note: Items of a reopened receipt document will not be put to stock when closing the it again. In case a receipt document has been reopened, a message is shown.


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Locked Receipts

Receipt documents that are being processed by a pixi Mobile user are marked in the list of receipt documents and in the receipt itself. In the list of receipt documents locked ones are marked red and a lock symbol is shown after the status.


In the receipt detail view the lock symbol is shown in the title. Changes to the receipt can not be made.


Note: Even if a receipt document is locked, you can still export it as PDF and print item barcodes.


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