Receiving Items Using Packing Slip

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 a packing slip

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

2.    Click the Packing Slip tab.

3.    In the Packing Slip Number box, type the unique packing slip number.

4.    The Date 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 Reference Number box, type the reference number of the packing slip.

6.    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.

7.    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.

8.    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 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.

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

Note: Optionally, in the Comment box, type a brief description about the item being received.

9.    When finished, click one of the following:

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

o      Cancel to close the Receive Line Item dialog box.

Note:

In the Receive Items from  Packing Slip page, you can:

·       Click Finished - Packing Slip Complete to close the packing slip.

·       Click Continue Later - Keep Packing Slip Open to keep the packing slip open.

·       Click Edit Packing Slip to edit the details of the packing slip.

·       Click Cancel Packing Slip to cancel the packing slip.

Note:

The Packing Slip Line Items tab displays the items that are received for the selected item order. You can edit 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.

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