Creating/Editing Receipt
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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.
- Click Add New Receipt at the bottom of the page. The New receipt page is displayed.
- Click on the linked receipt. The Edit Receipt page is displayed.
- 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:
- 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.
- Click on the available linked receipts to modify them.
Edit receipts page is
displayed.Note: The receipts that are confirmed, cannot be modified.
- Click Attachments icon to upload and manage
the attachment. A window is displayed to select the
file/image from.
- Click Save to save the receipt after the modification.
-
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.