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Material Transfer from Delivery Note and Purchase Receipt

  • 117views
  • February 6, 2024

Material Transfer from Delivery Note and Purchase Receipt

In BizCentric, you can create Material Transfer entry from Stock Entry document. However, there are some scenarios in the Material Transfer where it needs to be presented as a Delivery Note and Purchase Receipt.

Material Transfer from Delivery Note

Scenarios

  1. An instance of this is when you move materials from your warehouse to a project site but need to document it as a Delivery Note for the client.
  2. Moreover, there are statutory obligations necessitating the application of taxes on each material transfer. Managing this in a transaction such as a Delivery Note is simpler than in a Stock Entry.

With these scenarios in mind, the functionality for Material Transfer has been incorporated into the Delivery Note. Below are the steps for using the Delivery Note to create a Material Transfer entry.

Steps

Enable Target Warehouse

The Delivery Note Item doctype includes a concealed field named Target Warehouse (formerly known as Customer Warehouse). To activate it, navigate to Stock Settings and enable the option “Allow Material Transfer from Delivery Note and Sales Invoice”.

It’s important to ensure that the chosen customer corresponds to the same company. To achieve this, enable the ‘Is Internal Customer’ option within the customer form and designate your company in the ‘Represents Company’ field.

Select Warehouses

When generating a Delivery Note for Material Transfer, designate the source Warehouse as the “From Warehouse” for each item. Then, within the Customer Warehouse section, specify the warehouse where the Material is to be transferred or choose a target warehouse. Upon submitting the Delivery Note, the stock for the item will be deducted from the “From Warehouse” and allocated to the “Customer Warehouse”.

Material Transfer from Purchase Receipt

Scenarios

Statutory regulations often mandate taxes on material transfers. Handling such scenarios is more straightforward in transactions like Purchase Receipts than in Stock Entries, as taxes cannot be applied to item transfers via Stock Entries.

Below are the steps to utilize Purchase Receipts for creating Material Transfer Entries.

Steps

Enable Supplier Warehouse

Similar to the Customer Warehouse shown above, the first step is to enable the Supplier Warehouse from Stock Settings as shown above.

Additionally, ensure that the chosen supplier corresponds to the same company. To accomplish this, enable the ‘Is Internal Supplier’ option within the Supplier form and designate your company in the ‘Represents Company’ field.

Select Warehouses

When generating a Purchase Receipt for Material Transfer, designate the Accepted Warehouse as the target Warehouse for each item.

Here’s how you create an internal Purchase Receipt from an internal Delivery Note:

Specify a Warehouse from where the Material is to be transferred in the Supplier Warehouse section.

Upon submission of the Purchase Receipt, the stock for the item will be deducted from the Supplier Warehouse and added to the “Accepted Warehouse”.