Use the Purchase Order Receiving form to receive
an item on a purchase order that is cross-referenced to a customer order,
a job, or a project.
Note: If the purchase
order line item you receive is cross-referenced, you may need additional
permissions to successfully complete the transaction.
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On the Purchase Order Receiving form,
select a vendor.
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Update any header information, if necessary, such as GRN
Receipt, Packing Slip, or Trans Date.
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Select a purchase order.
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Update any information about the selected PO.
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Click Receive to receive the PO. The
next step in the transaction varies depending on the type of cross-reference
associated with the item:
- Order: When a PO line cross-referenced to a customer order
is successfully received, the Order Shipping form is launched, where
you can then ship the item to the customer who placed the order.
At the time of a purchase order receipt, if the item (which
is reserved) is cross-referenced to an order, the system automatically
creates a reservation for the line item equal to the ((qty ordered
- qty shipped) + (qty returned - qty reserved)) up to the amount
that was received. If more is received, the extra goes into inventory.
- Job: When a PO line cross-referenced to a job is successfully
received, the Job Material Transactions form is
launched to issue the item directly to the job that it is cross-referenced
to. Then go to the Post Job WIP Move Transactions form
to move the material received from the PO onto the job.
- Project: When a PO line cross-referenced to a project is successfully
received, the Project Resource Transactions form
is launched.
- SRO: When a PO line cross-referenced to a SRO is successfully
received, the Service Order Transactions form is
launched.
In all cases, a successful PO Receiving transaction
is committed whether or not the cross-reference function is successful.
If the cross-referenced function is not successful because you lack the
required permissions, the receipt transaction is not backed out.