PO Receipts

Overview

PO receipts are used to keep track of goods or services received on purchase orders.  To access po receipts go to the “Home” menu and click on “PO Receipts” in the left menu.  To sort the list of po receipts click on the column header for the criteria you want to sort by.  To filter the list of po receipts click on the "Filters" button, select filters and click "Save", and to remove filters click the "Reset" button.

Creating po receipts

To create a po receipt complete the following steps:

  1. From the “Home” menu click on “PO Receipts” in the left menu
  2. Click on the “+ New Receipt” button above the list of po receipts
  3. Select or enter Vendor ID in the "Vendor" field
  4. Select which open purchase order you are receiving on and click OK (Note: popup will only appear if there are open purchase orders for the vendor selected)
  5. For each line of the po receipt enter the quantity that you are receiving in the “Received” field or click on the checkbox at the left if you are receiving the balance
  6. Enter other receiving information
  7. Click the "Save" or the "Save + New" button at the bottom of the form

You can also create a po receipt by going to the purchase order that you are receiving on and clicking on the “Receive” button, then completing steps 5-7 above.

Editing po receipts

To edit a po receipt complete the following steps:

  1. From the “Home” menu click on “PO Receipts” in the left menu
  2. Click on the po receipt that you want to edit
  3. Click on the "Edit" button and make any changes you want
  4. Click on the "Save" or "Save + New" button at the bottom of the form

Printing po receipt detail

To print po receipt detail complete the following steps:

  1. From the “Home” menu click on “PO Receipts” in the left menu
  2. Click on the po receipt that you want to print
  3. Click on the "More" button
  4. Click on “Print Page”

Voiding po receipts

To void a po receipt complete the following steps:

  1. From the “Home” menu click on “PO Receipts” in the left menu
  2. Click on the po receipt that you want to void
  3. Click on the "More" button
  4. Click on “Void”

Note that once you void a po receipt you cannot unvoid it.