PO Receive Items window

PurchaseOrderCS > Purchase Order > Receiving Tasks menu > PO Receive Items window

PO Receive Items menus

PO Receive Items window: Receiving Information

PO Receive Items window: Detail Information

PO Receive Items window: Estimated Landing Information

PO Receive Items window: Invoice Information

PO Receive Items window: Transaction Totals

PO Receive Items window: Common Buttons

Purchase Order Quick Access Bar

Use this window to receive items in saved purchase orders. The options and fields available in this window depend on how the layout was set up for your buyer (Buyer Code). Because of this, you might not see some options and features presented here.

If you open a purchase order that you cannot edit, READ ONLY appears in the upper-right corner of the window. This might occur, if your Buyer rights do not allow you to edit the purchase order or the order is closed.

Transaction #

This field is read-only and shows the number of this transaction within the receiving batch. For each purchase order you receive, this number automatically increments. This will help you locate the transaction within the receiving batch until posted.

Back Navigation

This button is only available if a receiving transaction is in the batch. Click this button to search through the transactions beginning with the latest one in the batch.

Lookup Transaction

This button is only available if a receiving transaction is in the batch. Click this button to open the Lookup and select a transaction.

Forward Navigation

This button is only available if a receiving transaction is in the batch. Click this button to search through the transactions beginning with the first one in the batch.

New Receiving Transaction

This button is only available when at least one field in the window is populated. Click this button to clear the fields in the current transaction. When clicked, a message appears asking if you want to save the current transaction. If you choose not to save, the fields are cleared. If you elect to save, the transaction is retained, the fields are cleared, and you can enter the next transaction.

Delete Transaction

This button is only available if a saved transaction is in view. Click this button to delete the transaction from the receiving batch.

PO #

Type the purchase order number or open the Lookup to select the order you want to receive items on. After you enter a number, this field is disabled and many of the remaining fields in the window autofill with the order information.

Transaction Type

This field is only available after you select an order and if you have Purchase Order integrated to Accounts Payable. If this is a paid-out transaction, this field reads Receive Only and is disabled. Use this drop-down list to choose the type of transaction you want to complete.

• Receive and Invoice: select this option to receive all items in the purchase order into inventory and invoice some or all of the items.

• Receive Only: select this option to only receive items into inventory without invoicing any of them.

• Invoice Only: select this option to only invoice previously received items.

Log Off/On Buyer

This button is only enabled if the Allow Log On/Off Between POs is checked in PO Module Preferences. Click this button to log off/on to the receiving window. For more information on this feature, see Selecting a Buyer.

Print Labels

This button is only enabled if you have a Receive Only or Receive and Invoice transaction open, and you have rights to print labels. Click this button to open the PO Receiving Labels window and print labels for the received stock items.

Print Edit Report

This button is only enabled after you save the receiving transaction and you have rights to print the report. Click this button to open the PO Receiving Edit Report window and print a report of all receiving transactions in the current batch.