AptaFund allows you to bypass the Receiving window when you choose to automatically receive purchase orders.
When Auto Receive Purchase Orders is set to Yes in Purchasing Configuration, AptaFund will automatically create an order receipt at the time an invoice is submitted in Vendor Invoice.
When you use this feature you'll have to add capital assets to the system using Asset Management.
The number of items entered on the vendor's invoice is the number of items automatically received by the system.
If the invoice is for fewer items than are on the PO, the PO remains open. You have the option to add a line item to the invoice for the extra amount. If you don't use that option, you must then either create a new invoice for the remaining amount or manually close the PO.
If the invoice is for more than you ordered, the system won't auto-receive it, and you'll have to create an order receipt in the Receiving module.
If you cancel the invoice when you have this feature turned on, the order receipt is automatically voided.
When you use Express Warrant Printing with Auto-Receive, AptaFund will automatically create an order receipt for the invoiced amount in addition to the regular express warrant printing process.
Return to Purchasing Configuration Overview
Return to Receiving Overview
Return to Purchasing Overview
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