This functionality is new as of version 4.0.
For a single Purchase Order, multiple Deliveries might be received.
‘Deliveries’ represent the different shipments, and can be performed at any time.
After adding a Delivery, it will remain ‘Incomplete’ until all of the quantities are 'Received', or ‘Cancelled’.
When all of the Purchase Order Items have been partially or completely ‘Received’, and/or partially ‘Cancelled’, the Purchase Order Status is updated to ‘Complete’.
If all of the Purchase Order Items are Cancelled, the Purchase Order Status is updated to ‘Cancelled’.
To Receive Inventory Deliveries:
Navigate to the 'Purchase Order Search' screen:
Search for the Purchase Order to be received.
In order to receive a Purchase Order, the Status must be 'Sent' or 'Incomplete'.
Refer to Search Purchase Orders.
Select the Purchase Order row, then:
Click the 'View PO' button; OR,
Double-click on the Purchase Order row; OR,
If the 'Internal #' exists, click on the Internal # hyperlink; OR,
If the 'E-PO #' exists, click on the E-PO # hyperlink.
On the 'Purchase Order Details' screen → 'Purchase Order' tab:
Rows that are highlighted in green represent Purchase Order Items that have been Received.
If a 'Delivery' tab already exists, but has not been completed:
Select the 'Delivery' tab that has not been completed.
The ‘Delivery’ tab will not have a ‘Stocking’ tab to its right if it has not been completed.
If a 'Delivery' tab does not exists; OR, if the existing 'Delivery' tab has been completed:
Click the 'Start New Receiving' button.
Refer to Receive Delivery.
The ‘Delivery' tab will have a 'Stocking’ tab to its right if it has been completed.
On the 'Purchase Order Details' screen → 'Delivery' tab:
Select the 'PO Delivery' tab.
Add all, or some, of the Purchase Order Items as Delivery Items.
To add all items at once, refer to Add all Purchase Order Items to the Delivery.
Enter the 'Received Qty'.
If the 'Unit Cost' on the Invoice is different than what was on the Purchase Order, enter the new Unit Cost.
This will automatically update the Vendor Product Unit Cost.
Other Functions (Buttons):
Click the ‘Mark Delivery Complete’ button to complete the Delivery.