Complete a Pending Order Receipt

See About Pending Order Receipts for more information.

  1. Select Order Receipt from the Purchasing menu. The Order Receipt window opens.

  2. Filter by Pending status to display the order receipts that can be edited,
    and if needed, select the Vendor from the pull-down list to shorten the list of order receipts.

  3. Click the PO Number link for the order receipt you want to edit, or check the box and click Edit. The Order Receipt Detail window opens.

  4. Complete the fields as described below. Fields not listed here are read-only.

  5. To receive one or more items on the PO, check the box(es) and click Edit.
    To receive all items on the PO, click Edit All. The Order Receipt Items popup opens.

  6. Enter the quantity in the Qty. Received field.

  7. Complete other fields as desired. Note: If there are no conditions in the Condition pull-down list, they haven't been set up in Purchasing Configuration.

  8. If receiving a single item, skip to step 12.
    If receiving multiple items,click Save and Next, and continue with step 11.

  9. Repeat steps 8-9 until you finish receiving items.

  10. Click Save and you're returned to the Order Receipt Detail window.

If you're using the Capital Assets module and the items on the PO being received were designated as either capital or inventory, you're ready to assign asset numbers.

Otherwise you're now ready to receive the order receipt.

 

Return to Receiving Overview