Working with received items
You can receive materials and services from purchase orders
and record the delivery to a site. Items that require inspection,
serialization, or both can be transferred to a holding location for
inspection. Once approved, you can update details before issuing material
or service receipts. Partial deliveries or incorrect deliveries can
also be managed.
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.
Receiving services
If your company requires receipts for services, you can record the services received against an approved purchase order. You can copy all the purchase order line items if all services have been received, or you can enter partial receipts. You record total or partial receipts of a service on a purchase order the same way that you record the receipt of materials.
Receiving rotating items
Each rotating item is received into inventory with an item number. You can enter line items for rotating items. You can specify asset identifiers for rotating assets, or autonumber all the rotating items. You also might need to change information when recording the receipt of materials.
Receiving partial shipments
You can receive part of the items on a purchase order to record a partial shipment or to record damaged goods.
Returning items
You can select items that were already received that you want to return. For example, you can select a damaged item to return it. When you apply this action to each selected item, a negative receipt is displayed for each item.
Returning rotating assets
You can select rotating assets that were already received that you want to return. For example, you can select a damaged rotating asset to return it.
Returning services
You can return services that were already received. For example, you can select a service to return it. When you apply this action to each selected service, a negative receipt is shown for each service.
Selecting receipts to void
You can void a transaction that was applied to a purchase order in error. A void is a reversal that returns the receipt back to its former state. For example, you saved the wrong line item to the purchase order, and you want to remove the line item from the purchase order.