Receive or Partially Receive a Purchase Order

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:

Image of a selected Purchase Order

 

  1. 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

Image of Purchase Order details with arrows pointing to the "Product receipt" and "Receive" tab  

  1. 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:

Image of the "Posting product receipt" page with arrows pointing to the "Product receipt," "Product receipt date," and to the right-side scroll bar

  1. 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:

Image showing selected Purchase Order with an arrow pointing to the "Quantity" column and the "OK" button

  1. 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

Image showing a selected Purchase Order with arrows pointing to the "Delete" button and Selected PO lines that are to be deleted from the Product Receipt

  1. 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

Image showing Product Receipt screen with an arrow pointing to a selected line and the "Quantity" column

 

  • 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 (back ordered amount) as shown below:

Image showing Purchase Order Receipt screen with arrows pointing to a selected PO line, the "Quantity," and the "Deliver Remainder" fields

  • Follow Steps 5-6 for any other lines that need received/deleted and then click “OK” to save your Product receipt
  1. 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”

Image showing the "Receive" tab of a Product Receipt with arrows pointing to "Journals" and "Product Receipt"

  1. 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:     

Image showing Product Receipt Journal with arrows pointing to the "Preview/Print" menu and a selected PO

  • Select “Lines” instead of “Overview” to view a summary of that receiver:

Image showing Product receipt journal with an arrow pointing to the "Lines" tab

  • To Preview or Print the receiver: Select “Preview/Print” and then “Original Preview”

Image showing Product receipt journal with arrows pointing to the "Preview/Print" menu and the "Original Preview" option

Print Article