See About Pending Order Receipts for more information.
Select Order Receipt from the Purchasing menu. The Order Receipt window opens.
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.
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.
Complete the fields as described below. Fields not listed here are read-only.
Description: This field designates the invoice that generated the order receipt. You may edit the text.
Comments: Text entered in this field will be displayed in the Order Receipt list window.
Distribution: This information is copied from the PO, if it was entered in the PO header. Otherwise you may enter information about where the purchased items are being sent.
Date Received: Defaults to today's date, but may be edited.
Transaction Date: This date is recorded in the general ledger. It defaults to today's date, but may be edited while the order receipt is New.
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.
Enter the quantity in the Qty. Received field.
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.
If receiving a single
item, skip to step 12.
If receiving multiple items,click Save
and Next, and continue with step 11.
Repeat steps 8-9 until you finish receiving items.
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
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