TipThe Receive Items section lets you receive items from an item order. You can:
The Receive Items from Order lets you receive the items in an order by specifying the order number.
Tip
To view the Receive Items from Order section, click the Receive Items from Order link.
1. Click the Inventory module.
2. In the Actions section, click Receiving > Receive Items.
3. In the Receive Items from Order section, type the order number, and click Continue.
The Enter the Invoice or Packing Slip Information dialog box opens displaying the order number, vendor, and the payment type of the order.
4. In the Enter the Invoice or Packing Slip Information dialog box, perform one of the following:
o To receive items in the order using an invoice, refer to Receiving Items Using Invoice.
o To receive items in the order using a packing slip, refer to Receiving Items Using Packing Slip.
The Receive Items from Invoice lets you receive the items in an order by specifying the invoice details.
Tip
To view the Receive Items from Invoice section, click the Receive Items from Invoice link.
1. In the Vendor Name list, select the vendor from whom the item is ordered.
2. In the Invoice Number box, type a unique invoice number to receive the items.
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Note: If a default payment type is set for the vendor from Vendor Settings in the Setup module, the Payment Type and its related fields pre-populate with details. But if the default purchase order or credit card set for the vendor is expired, the purchase order or the credit card details do not pre-populate. Also, If a default payment type is not set for the vendor, the Payment Type list displays Existing Purchase Order by default. |
3. In the Payment Type list, select the payment type that was used to order the items.
4. Based on the selected payment type, perform one of the following:
o If the payment type is existing purchase order, select the purchase order number from the Purchase Order list.
o If the payment type is credit card, select the credit card details from the Credit Card list.
5. Click Continue.
The Create Invoice dialog box opens displaying the order number, vendor, and the payment type of the order.
6. To receive items in the order using the invoice, refer to Receiving Items Using Invoice.
The Receive Items from Packing Slip lets you receive the items in an order by specifying the packing slip details.
Tip
To view the Receive Items from Packing Slip section, click the Receive Items from Packing Slip link.
1. In the Vendor Name list, select the vendor from whom the item is ordered.
2. In the Packing Slip Number box, type a unique packing slip number to receive the items.
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Note: If a default payment type is set for the vendor from Vendor Settings in the Setup module, the Payment Type and its related fields pre-populate with details. But if the default purchase order or credit card set for the vendor is expired, the purchase order or the credit card details do not pre-populate. Also, If a default payment type is not set for the vendor, the Payment Type list displays Existing Purchase Order by default. |
3. In the Payment Type list, select the payment type that was used to order the items.
4. Based on the selected payment type, perform one of the following:
o If the payment type is existing purchase order, select the purchase order number from the Purchase Order list.
o If the payment type is credit card, select credit card details from the Credit Card list.
5. Click Continue.
The Create Packing Slip dialog box opens displaying the vendor, and the payment type of the order.
6. To receive items in the order using a packing slip, refer to Receiving Items Using Packing Slip.
All the orders received through a packing slip must be matched with an invoice.
Tip
To view the Match Invoice to Packing Slip section, click the Match Invoice to Packing Slip link.
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Note: To match an invoice with a packing slip, the packing slip must have a finished status. |
1. In the Vendor Name list, select the vendor from whom the item is ordered.
2. In the Invoice Number box, type a unique invoice number.
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Note: If a default payment type is set for the vendor from Vendor Settings in the Setup module, the Payment Type and its related fields pre-populate with details. But if the default purchase order or credit card set for the vendor is expired, the purchase order or the credit card details do not pre-populate. Also, If a default payment type is not set for the vendor, the Payment Type list displays Existing Purchase Order by default. |
3. In the Payment Type list, select the payment type that was used to order the items.
4. Based on the selected payment type, perform one of the following:
o If the payment type is an existing purchase order, select the purchase order number from the Purchase Order list.
o If the payment type is credit card, select credit card details from the Credit Card list.
5. Click Continue.
6. In the Packing Slips section, click the Add to Invoice link next to the packing slip that you want to match with an invoice.
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Note: In the Invoice page, you can: · Click Finished - Invoice Complete to close the invoice. To close an invoice, the Invoice Total must be equal to Received Total and the Discrepancy must be zero. · Click Continue Later - Keep Invoice Open to keep the invoice open. · Click Edit Invoice to edit the details of the invoice. · Click Cancel Invoice to cancel the invoice. |
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Note: The Invoice Line Items tab displays the packing slips that were matched with the invoice. You can edit the details of the item received using the Edit link. You can also add or edit the other charges of the item by clicking the Add New Other Charge to Line Item link or the Edit link, respectively. |
