Receiving Purchase Orders
Basics
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Receipt a Purchase Order to indicate acceptance of services or the arrival of goods from the vendor.
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Partial receipts are allowed.
Key Features
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Control whether to allow or disallow receipting more than the ordered quantity in Purchase Order Parameter Custom Settings.
How It Works
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Receipt individual line items at a time
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Receipting Stock Items
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Increases On Hand Qty
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Reduces On Order Qty
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Creates accounting detail
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Debit to receiving Warehouse's Inventory Balance GL Account
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Credit to receiving Warehouse's Payables Liability GL Account
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Receipting Misc Items increases the Actual costs on a related Work Order
Step by Step
Receive a Stock Item
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Access the Purchase Order record.
For example, from the Purchase Order tab or a Purchasing Report.
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From the Purchase Order's Quick Links or Related List, select the PO Stock Item to receive
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From the PO Stock Item's Quick Links or Related List, select PO Stock Receipts and click New
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Make the following entries:
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PO Stock Item: Defaults, but can be changed
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Receipt Qty: Quantity of the item to add to inventory or to mark accepted
Depending on company settings, you may not be able to receipt more than the ordered quantity less any prior receipts. -
Receipt Date: Date items were delivered or received in MM/DD/YYYY format.
The current date defaults.
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Comment: Additional information about the receipt
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For example, short shipped, damaged, or overage reasons.
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Click Save
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Repeat steps 1-5 for additional items
Receive a Miscellaneous Item
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Access the Purchase Order record
For example, from the Purchase Order tab or a Purchasing Report.
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From the Purchase Order's Quick Links or Related List, select the PO Misc Cost to receive.
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From the PO Misc Item's Quick Links or Related List, select PO Misc Cost Receipts and click New.
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Make the following entries:
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PO Misc Cost: Defaults, but can be changed
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Transaction Qty: Quantity of the item to add to mark received
Depending on company settings, you may not be able to receipt more than the ordered quantity less any prior receipts. -
Unit Cost: Cost vendor charges per item
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Transaction Date: Date item received
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Comment: Additional information about the receipt
For example, short shipped, damaged, or overage reasons.
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WO Misc Cost Trans: (Read only) Miscellaneous cost item on a work order this item is for
If entered, FX EAM updates the Actual costs for the miscellaneous cost item, which rolls up to the Work Order.
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Click Save or Save & New
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Repeat steps 1-5 for additional items