Use this option to record the receipt of purchase order items. You can enter partial shipments, full shipments, and shipments that exceed the units originally ordered.
Menu Path: Purchasing > Entry & Processing > Miscellaneous > Receive Ordered Materials
Receiving Materials
When entering receiving information in the Receive Ordered Materials page, keep the following in mind:
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The units received and dates received are updated in the corresponding purchase order when you complete an entry.
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The system calculates the units received to date and updates the purchase order accordingly.
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The system updates Fixed Assets for purchase orders that have interface records. The interface record's Received flag in Fixed Assets is set to Y - Yes and the Acquisition Date is updated with the Date Received from the Receive Ordered Materials page.
Your use of this option depends on the following:
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If you are tracking commodities in Warehouse Inventory's Inventory Catalog, you must use Warehouse Inventory's Receive Stock option rather than Purchasing's Receive Ordered Materials option to update the Inventory Catalog.
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If the Warehouse Inventory Profile's Receive in Warehouse if PO Has Stock Number field is selected and the purchase order has a stock number, the system will not allow the purchase order to be received in Purchasing.
Recording a shipment of all items in a purchase order
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Select Purchasing > Entry & Processing > Miscellaneous > Receive Ordered Materials to display the Receive Ordered Materials page.
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In the PO Number field, enter the number identifying the purchase order. To look up a purchase order, click Lookup.
After you enter the number and press <Tab>, the system displays the purchase order's vendor number and name, as well as the number of units ordered and received to date. -
On the page's Action Bar, click Receive All.
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If all items have been received, click Yes in the confirmation dialog. The system processes the transaction and returns you to the PO Number field.
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To process all items in another purchase order, repeat Steps 2-5.
Recording a partial shipment of a purchase order's items
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Select Purchasing > Entry & Processing > Miscellaneous > Receive Ordered Materials to display the Receive Ordered Materials page.
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In the PO Number field, enter the number identifying the purchase order. To look up a purchase order, click Lookup.
After you enter the number and press <Tab>, the system displays the purchase order's vendor number and name, as well as the number of units ordered and received to date. -
In the Received field, enter the number of units received.
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In the Date Received field, you may accept the default (system date) or enter a different date.
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Repeat Steps 2-3 for each additional line item.
When you complete the last line item, the message Transaction completed displays. -
To process another purchase order, repeat Steps 2-5.