Receiving Purchase Order Items

Once a Purchase Order has been submitted to the vendor, the PO remains open until all items are received and posted to the PO.

This document will walk you through the steps to receive and post items to purchase Orders.

Items can be sent to inventory or posted to an existing Work Order directly.

Bulk Receive

1. In the Line Items tab, select the lines by using the Select All or individually selecting by using the check mark in front of each line

   

2. Select the lines to be received or select the top box to select all.

3. Click the Receive Option in the Top header area of the Lines section

   

4. Select the stocking area where the parts will be inventoried

5. Receive date is filled in though can be edited if received on a different date than when the receive action is being taken

6. If tags should be created and printed, turn those options on

7. Enter Invoice Date

8. Enter Invoice Number

9. Click Save

10. Received lines will be disabled and reflect a status of received if all quantities are posted and partial if some items ordered remain on order.

    

Receive Line Individually

1. Click on the line in the Line Items tab

2. Click Receive

   

3. Select to receive to inventory or to post to work order

   1. If receiving into inventory

      1. Update stocking areas with count to be received in each

      2. Click save

   2. If Posting to Work Order

      1. Enter WO number or be sure one entered is correct

      2. Enter WO line or be sure one entered is correct

      3. Click Save

4. Received lines will be disabled and reflect a status of received if all quantities are posted and partial if some items ordered remain on order.