Receiving Purchase Orders

Introduction

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

Partial receipts are allowed.

PO Receipts can control whether to allow or disallow receipting more than the ordered quantity in Purchase Order Parameter Custom Settings.

How PO Receipts Works

Use the PO receipt individual line items at a time.

When a PO Receipt is generated for Stock Items,

  • Increases the On Hand Qty

  • Reduces the On Order Qty

An accounting detail is created with:

Receipting Misc Items increases the Actual costs on a related Work Order.

Step-by-Step Guides

You can receive a stock or a miscellaneous item.

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:

    Field Description

    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.

  5. Click Save.

  6. Repeat these steps 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:

    Field Description

    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 these steps for additional items