ANTE User Manual

Pending Receive

Pending Receive shows all deliveries that are awaiting receipt at their destination. Use this page to receive incoming deliveries and update inventory. A Start Delivery button at the top of the Deliveries page (visible on every tab) lets you start a new delivery from a guided workflow instead of receiving one that already exists — see Starting a Delivery from a Workflow below.

Assets → Deliveries on the Pending tab. Start Delivery sits top right; counter cards for Pending, In Transit, Delivered, and Canceled sit above the tab row. Workflow-started rows (e.g. the WTS- prefixed ones) show View Workflow / Details instead of Receive Items / Cancel Delivery.

Overview

When items are shipped from a supplier or transferred between warehouses, they appear in Pending Receive until someone confirms receipt.

Page Layout

  • Search - Find specific deliveries
  • Filter - Filter by date, supplier, warehouse
  • Pending Deliveries Table - List of deliveries awaiting receipt

Table Columns

ColumnDescription
Delivery No.Unique delivery reference
SourceWhere items are coming from
DestinationWhere items are going
ItemsNumber of item types
Total QtyTotal quantity
Expected DateExpected arrival date
StatusCurrent delivery status
ActionsReceive, view details — or, for a delivery started from a workflow, View Workflow and Details instead (see below)

Common Tasks

Starting a Delivery from a Workflow

  1. On the Deliveries page (any tab), click Start Delivery at the top right.
  2. In the Start a Delivery dialog, pick a Delivery workflow from the dropdown — workflows are grouped into Prebuilt and Custom. The built-in Delivery: Warehouse Transfer workflow is pre-selected by default, and the dialog remembers the last workflow you started so the next one is a single click.
  3. Click Start.
  4. The workflow's first task opens automatically, assigned to you — for the built-in Warehouse Transfer workflow this is Submit Transfer Request, where you pick the source and destination warehouses and the items and quantities to move.

The Delivery: Warehouse Transfer workflow moves stock between warehouses through five steps: Submit Transfer Request → Approve Transfer → Pack → Dispatch → Confirm Delivery. Nothing moves until the request is approved — approving is what creates the actual delivery record (and parks the source stock for the move); packing, dispatching, and confirming then work exactly like the manual Truck Load stages, except the workflow — not a button on this page — decides when each one is allowed to happen.

Tip

A delivery created this way shows View Workflow and Details in its Actions column here instead of Receive and Cancel — the workflow is the only thing that can move it forward. Click the row (or View Workflow) to open its process timeline and act on whichever step is currently active; Details still opens the delivery's own detail page, which is where the actual packing happens during the Pack step. Canceling this kind of delivery is done from its process timeline, not with a Cancel button on this page.

Right-click a delivery row for the same actions as its buttons: View Workflow or Details, Receive, advance the Truck Load stage, or Cancel — each only when the delivery's status and your permissions allow it.

Tip

Receiving, dispatching or canceling a delivery moves stock through the in-transit warehouse. If that warehouse no longer holds the goods (for example the same delivery was just received or canceled by someone else), the action is refused with a message to refresh and check the delivery — nothing is changed.

Receiving a Delivery

Receiving needs the Update permission on Deliveries. Without it (for example the Asset Viewer level) the Receive Item button is not shown, on the list or on the delivery page.

The steps below are for deliveries created directly (not started from a workflow) — see Starting a Delivery from a Workflow above for those.

  1. Find the delivery in the list
  2. Click Receive
  3. Review delivery contents:
    • Check item quantities
    • Note any damages or discrepancies
  4. Enter received quantities
  5. Add notes if needed
  6. Click Confirm Receipt

Partial Receipt

If not all items arrived:

  1. Click Receive
  2. Enter actual quantities received
  3. Select Partial Receipt
  4. Add notes explaining the difference
  5. Click Confirm
  6. Remaining items stay in pending

Rejecting a Delivery

If items are damaged or incorrect:

  1. Click View Details
  2. Click Reject Delivery
  3. Select rejection reason
  4. Add detailed notes
  5. Click Confirm Rejection

Checking Expected Deliveries

  1. Sort by Expected Date
  2. Review upcoming deliveries
  3. Prepare receiving area

Sending a Receipt to Accounting

When you receive the goods of a purchase order, the receipt is handed to accounting in the background: it posts the receipt's accounting entry, updates the inventory valuation and, for a company connected to Multibook, records the goods receipt in Multibook. The entry is dated the day you received the goods, even if it is sent later.

The delivery's Accounting hand-off section shows each receipt as Sent to accounting (with the date it reached the books), Waiting to be sent (it updates by itself) or Not sent. A receipt that is not sent shows the reason, for example a closed accounting period or a GL account that is missing or inactive. Fix the cause, then press Send to accounting again. Sending it again never posts the receipt twice. Developers are alerted when a receipt cannot be sent. Receiving items for an internal transfer only moves stock, so it shows no hand-off.

Receipts you received before ANTE started sending receipts to accounting show Received before the hand-off. ANTE never posts these by itself, because posting last week's receipts on the day the feature goes live would put an uncontrolled slice of history into the books. Ask finance whether a receipt should be posted (its accounting period must still be open), then press Send to accounting on that receipt. Your administrator can also review and post the history company by company.

When accounting was down or slow for a while, ANTE does not give up: a receipt that could not be sent because of an outage is tried again by itself about every hour for seven days, and the receipt says so. A receipt that accounting refused (a closed period, a missing GL account) is not retried, because only a person can fix that. If any receipt did not reach accounting, a red banner at the top of the Deliveries page shows how many, and Send all to accounting again sends every one of them in one step (it never posts a receipt twice, and the banner clears once they are through).

The Accounting hand-off section of a delivered purchase-order delivery. Each receipt shows whether it was sent to accounting, when it reached the books, or why it is waiting.

Voiding a Goods Receipt

A goods receipt that was entered by mistake can be undone from the Documents tab with Void (shown on Goods Received rows to people who may void receipts). Enter the reason and confirm. One action undoes the receipt everywhere: the stock comes back out, the receipt's accounting entry is reversed (and so is its Multibook movement, when the company is connected to Multibook), and the inventory valuation goes back to what it would have been.

It is refused, with the reason shown, when the received units were already used or sold, or when the accounting period is closed. Voiding a receipt that was already voided changes nothing and says so.

Receipt Process

Delivery Shipped → Pending Receive → Receive Items → Inventory Updated
                                         ↓
                                  Reject/Return → Back to Supplier

Tips

  • Timely Receipt - Receive deliveries promptly
  • Verify Quantities - Count items before confirming
  • Document Issues - Note any problems immediately
  • Check Quality - Inspect items for damage
  • Update System - Confirm receipt the same day items arrive

💡 Note: Always verify actual quantities received before confirming. Discrepancies should be reported immediately.

How It Connects

Set up first

  • Warehouse — a transfer needs a source and a destination warehouse (and an in-transit one) to exist.
  • Item Master — the items you move come from the catalog.

Gets its data from

  • Processes — a delivery started from a workflow is driven by its process timeline.

Feeds into

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Equipment
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To Prepare (Warehouse)