Receiving Items Using Invoice

You can receive the items in an order through one of the following ways:

·       Invoice

·       Packing Slip

Tip

To view the Enter the Invoice or Packing Slip Information dialog box, click the Enter the Invoice or Packing Slip Information link.

To receive items using an invoice

1.    Open the Enter the Invoice or Packing Slip Information dialog box.

2.    In the Invoice Number box, type a unique number of the invoice.

3.    The Invoice Date field displays the current date by default. Optionally, type a date for the invoice in the MM/DD/YYYY format or select a date from the calendar.

4.    The Date/Time Items Received field displays the current date and time by default. Optionally, type the date and time to receive items in the MM/DD/YYYY HH:MM:SS AM/PM format or select the date from the calendar and time from the clock.

5.    In the Invoice Total box, type the total amount of invoice.

6.    In the Terms list, select a discount.

7.    When finished, click one of the following:

o      Save to save the information and close the dialog box.

o      Cancel to disregard any changes and close the dialog box.

Upon saving, the Line Items on Order tab displays the items you can receive in the selected order.

Note:

To display other orders having vendor and purchase order similar to the selected item, you can:

·       Type the order number in the Order Number box and click Search.

·       Click the Show All Orders link.

8.    Click Receive next to the item you want to receive.

Note: You can click the Receive All link, if you want to receive all the outstanding line items at once.  If the quantity of the ordered items is equal to the quantity to be received, all the line items are received.

9.    In the Receive Line Item dialog box, specify the following information:

a.    The Received Qty box displays the default quantity of the item ordered. You can receive a quantity less than or equal to the quantity of the item ordered.

Note: The UM box displays the default unit multiplier assigned to the item.

b.    The Unit Price box displays the cost of a single unit of the item ordered. You can receive the item for a cost equal to or less than the unit cost.

Note: The Unit Price Extended displays the Received Qty * Unit Price value.

c.     The Shipping box displays the shipping cost of the item ordered. You can receive the item for a cost equal to or less than the shipping cost.

d.    In the Tax box, type the amount of tax to be charged on the item received.

e.    The Budget Line Item Account Number list  displays the  default account assigned to the payment type of the order. Optionally, select a different account.

f.      The Date Received field displays the current date and time by default. Optionally, type the date and time to receive items in the MM/DD/YYYY HH:MM:SS AM/PM format or select the date from the calendar and time from the clock.

Note: You can also specify the following:

·       In the Comment box, type a brief description of the item being received.

·       Select the Generate and Print Barcode check box, and type the number of barcodes to be printed in the Labels To Be Printed box.  

10.  When finished, click one of the following:

o      Receive Line Item to receive the item. The received item is displayed in the Invoice Line Items tab.

o      Cancel to close the Receive Line Item dialog box.

Note:

In the Receive Items from  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.

 

Note:

The Invoice Line Items tab displays the items that are received for the selected order. You can edit or delete the details of the items 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.

After you order and receive the specific quantity of an item, and later do a quantity adjustment on that item, FASTER Web takes the same price (unit, shipping, tax, and complete other charges if added) of the received line item.

If you delete the received line item, the price of the adjusted quantity is automatically set to zero.  Therefore, after deleting the received line item, the Edit Item Price With Other Charge dialog box is displayed where you can set the new unit price, shipping cost, tax, unit price and tax of other charges if previously added, and the reason for price adjustment. Click Save to save the new price. Clicking Cancel does not delete the received line item.

 

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