Receiving Purchase Orders

Basics

  • Receipt a Purchase Order to indicate acceptance of services or the arrival of goods from the vendor.

  • Partial receipts are allowed.

Key Features

How It Works

Step by Step

Receive a Stock Item

  1. Access the Purchase Order record.

    For example, from the Purchase Order tab or a Purchasing Report.

  2. From the Purchase Order's Quick Links or Related List, select the PO Stock Item to receive

  3. From the PO Stock Item's Quick Links or Related List, select PO Stock Receipts and click New

  4. Make the following entries:

    • PO Stock Item: Defaults, but can be changed

    • 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.

    • Comment: Additional information about the receipt

For example, short shipped, damaged, or overage reasons.

  1. Click Save

  2. Repeat steps 1-5 for additional items

Receive a Miscellaneous Item

  1. Access the Purchase Order record

    For example, from the Purchase Order tab or a Purchasing Report.

  2. From the Purchase Order's Quick Links or Related List, select the PO Misc Cost to receive.

  3. From the PO Misc Item's Quick Links or Related List, select PO Misc Cost Receipts and click New.

  4. Make the following entries:

    • PO Misc Cost: Defaults, but can be changed

    • 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

    • Transaction Date: Date item received

    • Comment: Additional information about the receipt

      For example, short shipped, damaged, or overage reasons.

    • 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.
  5. Click Save or Save & New

  6. Repeat steps 1-5 for additional items