9.5. Receiving Purchase Orders

1. From the main menu, select Purchase Order Receiving.
   
2. The Purchase Order Receiving window opens in Find mode.
3. Enter the PO number in the PO No field and press enter on your keyboard.
   
4. The top of the screen populates with the detail for that purchase order. The lower portion of the screen is the receiving section that must be completed by the user.
   
   

Once in the receiving module and you have retrieved your purchase order record you have two options. You can either Receive All or Receive Individual Line Items.

Receive All

1. Enter Packing No (if applicable)
2. Enter Date Received
3. Enter Comments
4. Click Receive All
   
   

Receive Individual Line Items

1. Enter the line number of the item received
2. Enter Qty Received
3. Enter Packing No (if applicable)
4. Enter Date Received
5. Enter Receiving Comment
   
   

*If you are canceling items you’ll repeat the steps in the above directions for receiving individual line items however, you’ll enter the quantities you wish to cancel in the last column, Qty Canceled.

!Please do not receive more items than you ordered. Contact the Business Office if items shipped exceed the PO quantities. If there are items on a purchase order that will not be fulfilled you must mark them canceled in the receiving module. Otherwise, even if the purchase order has been paid it will remain open until the total quantity ordered, equals total received/canceled.

!CHANGE EFFECTIVE 07/01/2017 – In order to liquidate a standard purchase order you MUST first liquidate any remaining unreceived quantities. A PO cannot be liquidated until this is done. Please do so before submitting a liquidation request ticket.