How to Record an Inventory Receipt in EDGEBIC

To record an inventory receipt in EDGEBIC, you post a positive movement rather than edit the on-hand number. In EDGEBIC by User Solutions a receipt becomes one permanent signed entry in the ledger, and the on-hand figure is recalculated from every entry rather than typed in by hand. This post covers the two ways to post a receipt, when each is the right one, and how to verify it landed.

A receipt is only one of three manual movement types. For the full picture of receipts, issues and count corrections together, read how to record receipts, issues and adjustments. This post narrows to the single task of bringing stock in. Availability varies by installation, so check which inventory features your build exposes before you plan a process around them.

Before You Start

• The product exists and is flagged as a stocked item, so the ledger and projection track it.
• You know the quantity received and, ideally, a source reference (a purchase order number, a return authorization, a transfer note).
• You know whether the received date matters for the plan. If today is close enough, the fast route is fine. If the goods arrived on an earlier day and that day drives a promise, use the dated route.

Route One: Post a Receipt From the Adjustments Pane

Use this when the receipt belongs to today and speed matters.

1. Click Inventory in the left navigation. The view opens on the first product alphabetically.
2. Select the product you received in the dropdown at the top of the view.
3. Open the Adjustments sub-pane.
4. Enter the quantity received in the Qty field. It must be a positive number.
5. Type a Comment that names the source, such as "PO 4471 receipt, 3 pallets".
6. Click Post Receipt.

The entry is stamped with the current date as its effective date. That is the trade-off of this route: it is quick, but it always lands in today's planning bucket.

Route Two: Post a Dated Receipt From the Matrix

Use this when the goods arrived on an earlier day and you need the receipt to sit in that day's bucket.

1. In the Inventory tab, open the On-Hand Matrix pane.
2. Switch the Lens dropdown to OnHand.
3. Double-click the cell where the product row meets the arrival-date column. The movement dialog opens with the product name and date in its header.
4. Set Kind to Receipt.
5. Enter the quantity in Qty as a positive number.
6. Optionally type a Comment.
7. Click OK.

The bucket date from the column you clicked becomes the entry's effective date, so the receipt appears in that planning period on the next load. The posting time is recorded separately, which keeps the audit trail honest about when the entry was actually made.

What Changes When You Post

A new ledger entry is appended with a receipt type and a positive signed quantity. The on-hand figure recalculates from the full ledger sum inside the same transaction, so it can never drift out of step with the entries. Every pane on the Inventory view refreshes, and the projected balance rows and KPI cards move to reflect the extra stock.

If the product carries a unit cost, the receipt also updates its moving average using the standard weighted-average calculation, and the entry stores the unit cost that applied at that moment. A valuation run months later still uses the right figures.

Cost and Valuation on a Receipt

If you value inventory, a receipt does more than change the quantity. It carries a unit cost, and it updates the product's moving average using the standard weighted-average calculation. When you post a receipt programmatically, from an import job or a purchasing integration, the unit cost is a field on the call alongside the quantity, so a purchase receipt at a landed cost of 3.75 per unit blends into the running average at that figure. When you post from the pane, the receipt still stamps the applicable unit cost onto the entry, which is why a valuation run months later can rebuild the number correctly from history rather than from a single current-cost snapshot.

This matters for how you sequence work at setup. If you seed a new product with an opening quantity and then post real receipts as stock arrives, the average cost stays honest across the whole trail. If you skip the cost on early receipts and add it later, the blended average will not reflect what you actually paid. Capture cost at the moment of receipt, not after the fact.

Receipt Versus Adjustment

A receipt and a positive adjustment both raise on-hand, so it is worth being deliberate about which you use. A receipt records stock genuinely arriving from outside the plan: a purchase order, a return, a transfer in. An adjustment records a correction to a count that should already have been right. The distinction is not cosmetic. Auditors read the entry type, and a shelf that was miscounted tells a different story from a pallet that arrived. Use a receipt when goods physically came in, and an adjustment when you are reconciling a discrepancy after a count.

How to Check It Worked

1. Open the Transaction History pane for the same product.
2. Confirm a new row appears with a receipt type, your comment, the effective date you expect, and a positive quantity.
3. Read the Balance After column on that row: it shows the on-hand immediately after the receipt applied.
4. Glance at the KPI strip. Current On-Hand should have risen by exactly the quantity you posted, because it sums the authoritative ledger rather than a cached number.

If the number did not move, the most likely cause is that you posted against a different product than the one displayed. Re-select and check again.

Common Mistakes

• Entering a negative or zero quantity. A receipt always adds to stock, so the service rejects anything that is not positive. To remove stock, use Post Issue; to correct in either direction, use Post Adjustment.
• Posting from the Adjustments pane when the date matters. The pane stamps today's date. If the material arrived earlier and that day drives a projected stockout or an available-to-promise answer, use the matrix route so the receipt lands in the right bucket.
• Posting a build receipt by hand. A completed make-to-stock build posts its own receipt automatically when the order is marked complete, carrying the comment "Build to Inventory". Posting it again by hand doubles the quantity. Only post manual receipts for stock the scheduler does not already know about.
• Skipping the comment. The ledger is an audit record with no delete. A blank comment leaves a future auditor guessing where the stock came from.

Once you are comfortable bringing stock in, the natural next task is correcting a count discrepancy: see how to make an inventory adjustment. For the design principle behind append-only movements, read the inventory ledger explained, and browse every task in the EDGEBIC how-to library.