Purchase Receipt
The Purchase Receipt list view can be accessed in the following ways:
Navigate to Stock > Stock Transactions > Purchase Receipts
Click the 'Purchase Receipt' icon on your desktop.
Type 'Purchase Receipt' into the search bar.
To create a Purchase Receipt, navigate to the Purchase Receipt list, and click on the top right corner of the page.
Pull the information from the Purchase Order by clicking and selecting ‘Purchase Order’. Select the correct PO. This populates most of the fields on the Purchase Receipt automatically.Note: When importing from the Purchase order, a blank line will be left in the item table. Remove this line.
Open each item and verify the quantity received. Enter received quantity in the ‘Rcvd Quantity’ field. Input any serial numbers, if necessary. Add the batch number by clicking on the batch number field and clicking , if necessary. When creating a new batch, enter the part number in the pop-up screen, then click save.
Save the receipt by clicking on the top right corner of the page. This will save the receipt in ‘Draft’ status.
Quality Inspection
If inspection is not required, skip to step 7.
Take the materials to the Receiving Inspection Area.
Click ‘Actions’ on the top right corner of the page, and select ‘Request Inspection’. The status will change to ‘Pending Inspection’.
Once inspection is complete, the status will show ‘Inspection Complete’. You can then move to the next step. (Note: You can filter the Purchase Receipt list to view only purchase receipts whose status is ‘Inspection Complete’ by clicking ‘Inspection Complete’ on the left side of the screen on the Purchase Receipt list.)
When retrieving items from QA Inspection, verify that the quantity received from QA is the same as the ‘Accepted Quantity’ in the item table on the purchase receipt.
Transfer the items to their primary storage locations. If necessary, store in secondary location and note on item file.
Submit the receipt by clicking on the top right corner of the page.
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