Receive a purchase order and undo receipt

This document is a walkthrough on receiving the materials through the purchase order and undo receipt.

Receive a purchase order

1. Select the Search icon , enter Purchase Orders, and then choose the related link.

   

   The Purchase Orders list page opens.

   

2. On the action bar, select New.

   

   The Purchase Order card page opens.

   

3. On the General FastTab, enter Vendor Name and Vendor Invoice No.

   

4. On the Lines FastTab, enter the item number, quantity and fill in other relevant fields.

5. Enter the Qty. to Receive.

   

   Purchase can be directly received, when Require Receive toggle is turned off in the defined Location Card page. If a location requires a warehouse receipt, the receipt will be posted there, not directly on the purchase order.

6. On the action bar, select Home > Post > Post.

   

   The system displays a dialog.

7. Select Receive and select OK.

   

   The purchase order is now posted. The Qty. to Receive is now reflected in the Quantity Received field.

   

Undo receipt

1. Select the Search icon , enter Posted Purchase Receipts and then choose the related link.

   

   The Posted Purchase Receipts page opens.

   

2. Select the required No. The Posted Purchase Receipt page opens.

   

3. On the Lines FastTab, select one or more lines, and then select Functions > Undo Receipt.

   

   The system displays a dialog.

4. Select Yes.

   

   The system creates reversal lines associated with the existing line item.

   

5. Verify the result by checking the original purchase order. Ensure the lines for which the receipt was undone no longer show a Quantity Received field value.

   

   Similarly, you can undo receipts for other line items.