PO> Receiving

Receiving

 

Summary

 

The Receiving process is used to receive purchase order line items. The Receiving process lowers the outstanding quantity on each purchase order line item as receipts are generated, but it does not close a purchase order. The purchase orders line items will be closed when they are invoiced and the invoices are committed in the Invoicing process (AP> Invoices).

 

You can only receive purchase orders that have been created and committed in the Purchase Orders process. If a PO is in an open Purchase Orders or Change Orders batch, the line items on the purchase order cannot be received until the batch is committed.

 

There are two set up toggles that affect the Purchase Order module Receiving process. Check the Receive Orders Through PO toggle checked on the Purchase Order module Setup window (PO> Utilities> Setup PO) to enable the Receiving process. You can also check the Force Receiving toggle in the Accounts Payable module Setup window (AP> Utilities> Setup> Invoices tab) if all purchase order line items should be received in the Purchase Order module before they can be invoiced. If the Receive Orders Through PO toggle is checked, but the Force Receiving toggle is not checked, you will have the option of receiving purchase orders in the PO module, but you will be able to invoice purchase order line items that have not be received.

 

Contract purchase order line items will not display in the Receiving process since unit quantities are not attached to contract amounts. Contract purchase order line items are purchase orders for a specific dollar amount. As the contract line item is invoiced, the contract amount is lowered. Once the entire contract amount has been invoiced, the purchase order line item is closed.

 

Flowchart

 

The objects in the diagram below represent processes in the application. Click on an object for information on the process.

 

 

Related Links

 

Click here for information on viewing a receipt.

Click here for an overview of the Purchase Orders process.

Click here for information on the Change Orders process.

Click here for information on the Purchase Order module Setup window.

 

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