Manually receiving orders
When you receive orders,
you can add the data on the items that you have received. Use this procedure to manually
create information about items received, such as received quantity and receiving detail.
- Select Manage Receiving > Receiving.
-
If the orders have no exceptions, then click Create Receive All.
If the orders have exceptions, then click Create to adjust receipt quantities for individual lines.
-
Specify this information:
- Company
- Select a company number.
- Purchase Order
- Select a purchase order number.
- Reference
- Specify a reference.
-
On the Receiver tab, optionally specify this information:
- Date, Time Received
- Select the date and time the goods that are received. If these fields are blank, then the system date and time are the defaults.
- Received Location
- Select an override location where the shipment of goods is received. All of the lines on the receiver are received into this location, regardless of the ship-to location on the purchase order line.
- Bill of Lading
- Select the bill of lading number for the shipment of goods that is delivered.
- Carrier
- Select the identification code for the carrier vendor.
- Reprint Receipt
- Select this check box to reprint the receiving document.
- Tracking Number
- Specify a tracking number.
- Labels
- Specify a label.
-
Click Save.
The PO Lines, Receipt Lines, Messages, and Comments tabs are now available.
-
On the Comments tab, click Create.
- Provide a Title and optionally, attach a file
-
Select one or more comment check boxes to indicate where the comment is
printed or displayed:
- Print On Internal Documents
- Comments are printed in the purchase order document after the purchase order record is issued.
- Print On Receiving Document
- Comments are printed in the receiving and delivery documents after the receipt record is printed.
- Print On Delivery Ticket
- Comments are printed in the receiving and delivery documents after the receipt record is printed.
- Print On Purchase Order Trailer
- Comments are printed in the purchase order document after the purchase order record is issued.
- Invoice Comments
- Comments are carried over to the invoice document.
- Display Only
- Comments are displayed in the list of comments only.
- Provide comment text.
- Click OK.