Follow these steps in Enterprise to receive goods from an executed purchase order. You must have an appropriate role to use this functionality and this presumes you have processed a PO from Unreleased to Released to Executed, and have sent it to your vendor.
- Navigate to Warehouse Management | Receiving | Receive
- All purchase orders that have been Executed will automatically display on this page.
- You can use the existing fields and the date options to narrow down the list if you have a long list.
- Once you have located the PO that your vendor has sent, click on the Receive Purchase Order icon on the left of the order number.
- You will be taken to the Receive PO Form page for that specific order.
- There are two icons near the top.
- The green button is the Update Order. You only click this after you have made appropriate changes to the quantity received and want to officially log this PO as "Received."
- The blue arrow pointing down button will automatically set the Received quantity for all line items to what is ordered. Use this if the vendor sent you everything you ordered.
- You can also manually input the Received amount for every line item on this PO and then click on Update Order.
- If a PO is sent in increments, you can update the Received quantity multiple times. So, for example, if I order 50 Widgets and my vendor sent me 25 of them on Monday, I could Receive those items and then come back later to Receive the remaining stock.
- The system also allows you to Receive more items than ordered, so in my above example, if my vendor's second shipment sent me 30 instead of 25, I can input that.
- Click on Update Order
- As noted above, once Received quantity is updated, you click this to add those items to your system.
- You will also note that the item/location qty on order has decreased and the quantity on hand as increased by the amount of you received.