Completing Purchase Orders (Receipts)

Modified on Mon, Aug 26 at 4:56 PM

Once you have received at least one of your parts from your purchase order, you can begin to confirm their arrival with receipts. Once completed, this step will ensure that your inventory quantities are up to date.

This article describes how to confirm purchase orders with receipts.

For more help with purchasing, see About Purchasing. For help printing these receipts, see Printing Purchase Orders & Receipts. If you would like to reverse your completed order, see Reversing a Completed Order/Receipts.

Complete Purchase Orders

From the left sidebar, select Procurement and then Receipts.
Make sure you are viewing all open receipts by checking to see if it says "Open" at the top left. If it doesn't, switch it to Open by clicking the three grey lines.
Select the order you would like to complete by clicking its ID in blue. The order overview should appear.
Scroll down to the Line Items menu.
There should be 5 options to select: Accept All, Accept Selected, Clear All, Clear Selected, and Receive. The chart below should describe each of these.
Once you have selected Receive, you should be taken to the receipts form field. Here you may enter any extra comments about the purchase, such as the carrier or freight bill. It will also contain receipt progress. The chart below will describe these form fields.
Print the Receiving Report if you would like - this is the only time where the full receipt can be printed.
If everything looks good, select Save.
Receipt Status: If you received all of your expected items, your receipt will appear as Complete. If you received some of your expected items but not all, it will appear as Partial, and you may go back and receive the remaining items.

Below is an image of what your screen may look like when completing receipts:

Receipt Actions

Accept All	Select this if you have received all of your items, and then select Receive. This will automatically accept all of your line items.
Accept Selected	Use this if you have received only a few of your items. Select the checkbox next to each item you have received all of, select Accept Selected, and then select Receive.
Manual	Use this if you have not received all of your expected quantities. Manually type in the quantity you have received for each item, and then select Receive.
Clear All	Use this to clear everything.
Clear Selected	Use this to clear only the ones you have selected with the checkbox next to them.
Receive	Select this once you have marked all of the items you want to confirm.

Receipt Form Fields

Field	Description
Comments	Any additional comments you may have about the order/receipt.
Carrier	The company responsible for transporting your items.
Packing Slip	Any details about the items, order information, tracking, etc.
Freight Bill	Freight Bill Number or Bill of Lading Number
Freight Amount	Dollar amount of the Freight Billing
Items to Receive	Number of stock items that have arrived and that you are receiving.
Items to Issue	These are the number of non-stock parts that you are receiving
Print Receipt	Select this if you would like to print your receipt.