PO Receipt (New)

Modified on Fri, 15 Jan 2021 11:55 by J Denniston — Categorized as: Procurement, Purchase Orders

Table of Contents [Hide/Show]

   General Information
   How To Receive
   Data Fields & Buttons
   Receiving Coils
   Tips and Tricks
   Related Videos

General Information¶

Default Menu Location Transaction >> Purchase Order >> New PO Receipt

Screen Name PORECNEW

Function The PO Receipt Screen is used to receive the items listed on open purchase orders. This screen is also frequently accessed from the Purchase Orders screen by clicking the PO Rec button.

How To Receive¶

Enter the purchase order number in the PO Number field.

Select a line and enter the qty received in the Qty - field

Do not save the PO Receipt until you have entered the quantity received for each line item.

PO Receipts will update the average cost of stock items based on the cost and quantity of the item received.

Data Fields & Buttons¶

Item Search - Allows searching of items on specified PO for easy locating and receiving. Once an item has been typed in the field, click find and if that item is on the PO, it will highlight that item. If there is more than one item of that type, clicking find again will cycle to the next one.

Qty Rec: - The quantity of items received

Country of Origin: - The country the items originated from

Label Count: - Sets the number of coil tags that should be printed per received Coil or Coil-Like item

Cost - Cost of items being received

Thickness (Inches): - Used to calculate the footage based on the density. Will only display if 'Variable Width/Gauge' is selected on the Coil Defaults screen. This can be entered when adding the line to a PO and defaulted in by using a configuration question with an Rcode of 'TH'. More information on can be found HERE.

Width (Inches): - Used to calculate the footage based on the density. Will only display if 'Variable Width/Gauge' is selected on the Coil Defaults screen. This can be entered when adding the line to a PO and defaulted in by using a configuration question with an Rcode of 'WI'. More information can be found HERE.

AP Note: - A free text field to pass information to the AP Invoice PO line tab.

Calculator - Adjusts the cost for theoretical weight

Find Return - Will display a screen that allows backing out (unreceiving) an item previously received.

Import - Will give the option to import a receipt file if you there are a lot if items being received. Download an example file here.

Done - Clicking done will end the receiving process and print the receiving summary

Receiving Coils¶

When receiving coils the Coil Info jump screen will cycle for every coil received, allowing the user to enter in important information for coil tracking including mill and processor information. You can also attach important documentation using the "Attach" button, which will put the documents in the document vault of the coil.

Tips and Tricks¶

You can receive a negative quantity of an item to return goods to a vendor.

You can receive against a fully received line item by checking the Show All box.