Use the Receive Against PO screen to record the receipt of inventory into the system.
Pre-Requisites
Step-by-Step Guide
Access the Purchasing module.
Click Receive Against PO.
Click New.
Use the Purchase Order List screen to locate the PO you wish to receive against.
Refer to Edit / View Purchase Orders for usage of this screen.
Select the Purchase Order, then click OK.
Select a Receipt Location option.
Specify a Receiver Date value.
Note: This is generally the date that you are recording the Receiver (today).
Specify an Inventory Receipt Date value.
Note: This is generally the date that the product actually arrived at the selected Receipt Location.
Optional: Specify Vendor Invoice #, Air/Freight Bill #, or other fields.
Optional: Specify Control Totals to help validate your Receiver details.
Click the Inventory Units tab.
Select a Purchase Order Line you wish to receive under the View PO Detail Line section.
Click and hold, then drag the line down to the bottom, empty section.
Optional: Specify a Lot # value.
Note: Based upon the systems configured Inventory Legends, this label may state something other than Lot # (such as Case #).
Note: The Lot # may be automatically assigned based upon a Division Master configuration (Division - Purchase Order - Auto Assign Lot #)
Specify a Quantity value.
Note: The Quantity value may be automatically populated based upon a Division Master configuration. (Division - Inventory - Default Quantity on PO Receiver)
Validate the Pack value for correct calculation.
Optional: Specify an Inventory Location, Warehouse Bin, Overflow Bin, or Delivery value.
Optional: For additional lines, repeat Step #12 to Step #16.
Click Save.
Click Close (the door).
Select either Yes or No to print the Receiver Confirmation.