Procedures

3:39

Receive a Purchase Order

Receive PO “Q” and “A” Type Items

Access Receive Purchase Order form and receive entire PO (Q type)–three options:

1. Workflow Menu > Warehouse > POs to Receive bucket > Drill into a PO.  The Receive Purchase Order form will open
   1. Click Receive All button in lower grid
   2. Click Save button
   3. Confirm in pop-up window
   4. Print PO receipt (or not) in pop-up window
   5. Print Labels (or not) in pop-up window
2. Inventory Menu > Work Queues > PO Receive Q > Drill into a PO
   1. Click Receive All button
   2. Click Save button
   3. Confirm in pop-up window
   4. Print PO receipt (or not) in pop-up window
   5. Print Labels (or not) in pop-up window
3. On any Purchase Order > Process button > Receive PO
   1. Click Receive All button
   2. Click Save button
   3. Confirm in pop-up window
   4. Print PO receipt (or not) in pop-up window
   5. Print Labels (or not) in pop-up window

Receive a part of a PO Line Item (Q type):

1. In the Q/Rec column of the lower grid on any Receive PO form, double click and enter the number of Items you would like to receive
2. Click Save
3. Confirm in pop-up window
4. Print PO receipt (or not) in pop-up window
5. Print Labels (or not) in pop-up window

Receive A Type Item (requires Serial Number input):

1. On any Receive Purchase Order form, in the grid Serial No. column, either
   1. Double click in a field and manually enter the Serial Number OR
   2. Highlight the Line Item you would like to receive and click the “Assign Serial No” button (the Serial Number will be assigned for you)
   3. Click Save
   4. Confirm in pop-up window
   5. Print PO receipt (or not) in pop-up window
   6. Print Labels (or not) in pop-up window