Receive Purchase Orders

Use the Receive Against PO screen to record the receipt of inventory into the system.

Pre-Requisites

1. Purchase Orders
2. Inventory Locations

Step-by-Step Guide

1. Access the Purchasing module.
    
2. Click Receive Against PO.
   
   
3. Click New.
   
   
4. 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.
   
   
5. Select a Receipt Location option.
   
   
6. Specify a Receiver Date value.
   Note: This is generally the date that you are recording the Receiver (today).
   
   
7. Specify an Inventory Receipt Date value. 
   Note: This is generally the date that the product actually arrived at the selected Receipt Location.
   
   
8. Optional: Specify Vendor Invoice #, Air/Freight Bill #, or other fields.
   
   
9. Optional: Specify Control Totals to help validate your Receiver details.
   
   
10. Click the Inventory Units tab.
    
    
11. Select a Purchase Order Line you wish to receive under the View PO Detail Line section.
    
    
12. Click and hold, then drag the line down to the bottom, empty section.
    
    
13. 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 #)
     
14. 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)
    
    
15. Validate the Pack value for correct calculation.
    
    
16. Optional: Specify an Inventory Location, Warehouse Bin, Overflow Bin, or Delivery value.
    
    
17. Optional: For additional lines, repeat Step #12 to Step #16.
    
    
18. Click Save.
    
    
19. Click Close (the door).
    
    
20. Select either Yes or No to print the Receiver Confirmation.