Receive All or Partially Receive
a Purchase Order:
1.
Select the PO you want to receive against
by clicking on the “Circle”
to the left of the
PO:
2.
On the Action Pane, click “Receive”
and then under “Generate”, select “Product receipt”:
·
If “Product receipt”
is grayed out (and not black), this means the PO has been fully received
3.
Add the product receipt
number (packing slip/invoice #) in the “Product receipt
field” (DO NOT HIT
“ENTER” AFTERWARDS)
(If you hit “Enter”
on your keyboard, it will receive
all lines of
PO)
·
Use the “TAB” button on keyboard or use mouse to click in the “Product receipt
date” and change date, if needed
·
Scroll down to “Lines”
section using the long gray bar on the right side:
4.
If you are receiving ALL of the lines of PO, you can select “OK” at the bottom
right (or hit “Enter” on keyboard, and ALL of
the amounts listed in the “Quantity” column
will be received:
5.
If you do NOT want to receive
ALL of the lines of the PO, please follow
these instructions:
·
First, click on the “Circle” at the far left of the lines
that you do NOT want to receive
·
Then select “Delete” below
the word “Lines”:
this will NOT delete the lines from the PO, it will only delete the lines
from this Product receipt
6.
If you received a partial shipment and only want to receive
part of a line, please follow these instructions:
·
First, click on the “Circle” at the far left of the line that you received a partial shipment
on
·
Then, go to the “Quantity” column and change this amount to the amount
you received DO NOT CHANGE AMOUNTS IN THE “QUANTITY ORDERED” OR “DELIVER
REMAINDER” FIELDS
·
In this example, we only received
38 of the 50 on Line 2. After you enter the amount received (38) in the
“Quantity” field, the “Deliver remainder” column will automatically update to the amount left to be received
(backordered amount) as shown below:
·
Follow Steps 5-6 for any other
lines that need received/deleted and then click “OK” to save your Product receipt
7.
After you enter a Receiver: PLEASE
VIEW IT to make sure it is
ACCURATE
·
To view the “Product receipt”
that you entered:
Go to “Journals” and click “Product receipt”
8.
If multiple receivers have been entered
against the PO, you will see each of them listed (these
are not sorted
by date)
·
Select the “Product
receipt” you want to see:
·
Select “Lines” instead of “Overview” to view a summary of that receiver:
·
To Preview or Print the receiver:
Select “Preview/Print” and then “Original
Preview”
