Receiving materials

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

  1. On the List tab of the Receiving application, select the purchase order for which you want to receive materials.
  2. On the Material Receipts tab, select Select Ordered Items.
  3. 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.
  4. Click OK.
  5. 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.
  6. Click Save Receipt.