Generate Receipts from Purchase Orders

Purpose

Generate a Receipt from the Purchase Order edit window for items that have been delivered by the Supplier.

Where to find

• Click Material Manager - Purchasing - Purchase Orders then click  on the Purchase Order edit window.

Before you start

• Change the Purchase Order’s Status to “Placed”.

How to… Generate a Receipt from the Purchase Order edit window

1.   Click Material Manager - Purchasing - Purchase Orders then .
The Purchase Order edit window opens.

2.   Click .
A notification message is displayed.

3.   Click “Yes” to open the Receipt edit window and automatically add all the Purchase Order items to the Receipt on the Receipt Items detail edit window. The Receipt Number is automatically generated.

4.   Click “No” to open the Receipt edit window, save the Receipt, click  to open the Receipt Items for Receipt window, click  to select a Purchase Order Item from the lookup, then enter the Qty Received for the Receipt Item on the Receipt Items for Receipt window

    .

5.   Save the record.

Business rules

• Qty Received must be a positive value.
• Qty Received must be less than or equal to the Qty Available to receive if the 'Allow quantity variance for received stock items' system option is not enabled.
• Qty Received can exceed the Qty Available to receive by the specified percentage if the 'Allow quantity variance for received stock items' system option is enabled and the user has the required permissions.

As a result...

• The Receipt Number is generated automatically.
• The Receipt transaction is posted.
• The Purchase Order’s Status is 'Closed'.

More information

• Refer to Receipt edit window.

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