You can record information about items received
on an approved purchase order. When vendors ship materials to your
company, you record the materials received against the purchase order.
If you receive a line item that is damaged, you can receive the full
shipment amount and return the rejected quantity.
Before you begin
To create receipts, the status of the purchase order must
be either In Progress (INPRG) or Approved (APPR).
About this task
A receipt tolerance quantity or amount may have
been set for a line item in the purchase order. If the quantity or
the amount of a line item received exceeds the receipt tolerance set
for that line item, you can choose to receive part of the order or
to receive the tolerance amount or quantity set. If you cannot receive
any items in excess of the ordered quantity, you must modify or delete
the associated line item.
Procedure
- On the List tab of the Receiving
application, select the purchase order for which you want to receive
materials.
- On the Material Receipts tab, select Select Ordered Items.
- In the Select Ordered Items window,
select the check box for each line item that you want to receive.
To select all the items on the purchase order, select the check box
in the table header.
- Click OK.
- Optional: Modify the line item information,
such as the quantity, in the Material Receipts window. When you save the receipt, the fields on the Material Receipts window become read-only.
- Click Save Receipt.