Creating/Editing Receipt

  1. Select the open purchase order for which you require the receipt. Purchase Order details page is displayed.
    Note: Linked receipts are displayed in the Receipts section below the purchase order information, if available.
  2. Click Add New Receipt at the bottom of the page. The New receipt page is displayed.
  3. Click on the linked receipt. The Edit Receipt page is displayed.
  4. Specify this information:
    Item
    Item for which the receipt is required.
    Note: The value is defaulted from the purchase order.
    Manufacturer
    The name of the manufacturer of the product that is ordered in the purchase order. The manufacturer can be selected from the list.
    Planned receipt date
    The planned date on which receipt is created.
    Note: The value is defaulted from the purchase order.
    Actual receipt date
    The date on which the receipt is created or modified.
    Ordered quantity
    The quantity of the product that is ordered in a purchase order.
    Note: The value is defaulted from the purchase order.
    Received quantity
    The quantity of the product that is received.
    Packing slip/ Document number
    The packing slip will allow to register document numbers as provided by supplier (or carrier). It is possible to scan the number. The packing slip is not mandatory.
    Final Receipt
    Select this check box to change existing receipt as the final receipt.
    Notes
    Additional information or description can be included.
    Attachments
    The attachments display documents and images uploaded by a user for existing receipts. To attach a file for new receipt:
    1. Click Attachments icon to upload and manage the attachment. A window is displayed to select the file/image from.
      Note: You must provide access to required permissions on the local device, to allow the uploading of attachments.
    2. Click on the available linked receipts to modify them. Edit receipts page is displayed.
      Note: The receipts that are confirmed, cannot be modified.
  5. Click Save to save the receipt after the modification.
  6. 6. Click Confirm icon to confirm the receipt. A confirmed status is displayed corresponding to the receipt line.
    Note: You cannot modify the receipt once the receipt is confirmed.