PO Receipt

General Information

How To Access

URL PoReceipt_S.htm

Menu Location Transaction >> Purchase Order >> PO Receipt

Function The PO Receipt Screen is used mark items listed on open purchase orders as received. In addition to the options above, this screen can be accessed from the Purchase Orders screen by clicking the PO Receipts button in the Actions menu.

Master Screen Tabs

Master Tab

Use this tab to receive, add, delete or cancel lines.

To mark items received:

1. Select the Purchase Order by entering the purchase order number in the PO Number field, or a Packing List number in the Packing List # field. 2. Select the line(s) that has been received and edit line information.

Qty 1: Quantity received

• Numbers in this field will update Qty Rec once the PO receipt has been saved.
• To track items returned to a vendor, enter a negative quantity in the Qty 1 field of the item line.

Cost: Cost adjustments for items received

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

Serial/Lot: Lot numbers for lot controlled inventory (such as coils)

Bin: Item location

Split: Split Serial/Lot Details for items received

• Use this field if items received belong to more than one lot, or will be stocked in multiple bins. Enter the number of splits needed, and then click the scissors button. Additional lines with Lot, Qty, Bin, and Country of Origin will appear at the bottom of the screen.

Warehouse: Warehouse receiving the stock items

COO: The country the items originated from.

AP Note: Free text field to pass information to the AP Invoice PO line tab.

Label Count: Number of coil tags that should be printed per received coil

3. Click the Receive Line(s) button in the Actions Menu. The PDFs screen will load with PDF PO Receipt.

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

4. Items marked received will now appear on the History tab.

For lines that require several serial/lot numbers, the Import option in the Actions menu should be used.

History Tab

Use this tab to view the history of all items received for the selected PO, along with related data such as date, quantity, location, cost, and so forth.

Coil Information

When completing a receipt for a coil item line, the Coil Information pop-up window will appear.

Fields

Coil # Unique number for the individual coil being received

Date Received Date the coil was received

Received By Resource receiving the coil

Curr Whse Warehouse receiving the coil

Inventory # Short item name of the coil (Ex: COIL48GA)

Description Description of the coil (EX: Coil 48 Gauge Galvalume)

Vendor Vendor from which the coil is being received

PO # Purchase Order on which the coil was ordered

Width Width of coil. 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'.

Linear Feet Linear feet of coil received

Lbs/ft: Pounds per linear foot

Theo. Weight The amount the coil should weigh

• This number is the unit weight on the Item Master for that coil.

Actual Weight Actual weight of coil received

Grade Grade of coil being received

Condition Condition in which coil was received

Base Metal Metal the coils is made out of

Backer Default backer value for the coil

Thickness Thickness of metal in 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'.

Coat:

Paint Code Paint code of the coil being received

Mill Name

Mill Coil #

Heat # Heat # of the coil being received

Processor Name

Proc Coil #

Proc PO#

Orig Coil #

Country of Origin Country where coil was made

Selected Printer Receipt and Label Printer

# of Labels Number of labels to be printed for coil received