Gate Management

Overview

A gate entry for goods that are entering (Inward) and exiting (Outward) an organization, create the Gate Entry record details about goods that are entering /Outward an organization.

A gate entry record involves the following tasks

Record a material receipt
Measure quantities of material received
Weigh the empty vehicle after unloading the material
Record the exit of the vehicle
Prepare a receipt document for the gate entry

We can assign gate entry for following documents transactions as below and there is no inventory impact till the particular document transaction complete.

Purchase order,
Sales order,
Transfer order
Return order.

Setup

By Click Inventory management > Setup > Inventory breakdown > Site.

On the Sites form, on the Number sequence Fast Tab, specify the number sequence for Gate inward and Gate outward.

Can create site wise number sequences.

Create gates for a site and then indicate whether the gate is an entry gate or an exit gate.

Many gates can be created for a site and multiple gates can be defined as entry gates or exit gates.

To create entry and exit gates for a site, follow these steps

Click Inventory management > Setup > Inventory breakdown > Inventory site gate.

Click New.

Specify whether the gate is an entry gate or an exit gate in the Gate type field.

Select the site location for the gate in the Site field.

Enter the gate ID in the Gate field.

Close the form.

To create a gate entry record, follow these steps:

Click Inventory management > Periodic > Gate management > All inward gate entries.

Click New > Inward gate entry.

On the Inward gate entry header FastTab, select the factory gate and the warehouse.

Select the reference document type and reference party that is based on the reference document type.

Enter the transport details such as the lorry receipt, railway receipt number, or an air waybill number (LR/RR/AWB), the vehicle number, and the transporter name.

Select the LR/RR/AWB date and the challan date.

Enter challan number, the origin from which the goods are transported, the driver’s name, and a description of the goods being sent to the organization.

On the Inward gate entry lines FastTab, specify the details about the goods, quantity of goods ordered, and received quantity of items in the challan.

Click Confirm vehicle entry The Status field is updated, and the vehicle entry time and date are recorded.

Optional: On the Action pane, click Print > Show gate entry to print the gate entry slip. The gate entry details are updated in the related reference documents, such as the posted purchase product receipt, posted sales return order packing slip, or the posted transfer order.

On the Line details FastTab, on the Measurement tab, enter the manufacturer assigned number for the goods, the instrument that is used to measure the goods, the quantity of received goods, and the unit of measurement.

Click Confirm measurement.

On the Line details FastTab, on the Tare check tab, enter the tare weight of the goods and the unit of measurement.

Click Confirm tare check and then click Confirm vehicle exit. The vehicle exit date and time are saved. The reference documents such as the product receipt, sales return order packing slip, and transfer receipt are updated with the gate entry and measurement details.

Reference Document Type for Inward Gate Entry

Others - The reference party is not applicable when the Reference document type field is set as Others.
Purchase Order - The reference party are applicable when the Reference document type field is set as Purchase Order.
Sales Return Order- The reference party are applicable when the Reference document type field is set as Sales Return Order.
Stock Transfer-In - The reference party are applicable when the Reference document type field is set as Stock Transfer-In.
Sub -contract return - The reference party are applicable when the Reference document type field is set as Sub -contract return
RGP Return (Returnable Gate Pass) -The reference party are applicable when the Reference document type field is set as RGP Return.

A returnable gate pass is issued for materials that exit the premises and is returned (or materials that enter your facility and has to be sent back).
A non-returnable gate pass is issued for materials that enter the gates of your facility and do not exit (or exits your premises and is not to be returned).

Note

The Confirm measurement and Confirm tare check buttons are disabled when the Reference document type field is set to Others, or the Skip measurement check box is selected.