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Managing Receipts

Using the Find Expected Receipts Window

When you enter a receipt, you first use the Find Expected Receipts window to locate the source document for the receipt: a shipment from a supplier based on a purchase order, a shipment from inventory backed by an internal sales order generated by an internal requisition, or an intransit shipment within your inventory.

Receiving Shipments

Once you have entered your search criteria, you move to the Receipts window, where all the supplier shipments and inter-organization shipments corresponding to your search criteria are displayed. You can receive goods into a receiving location or to their final destination. When you receive goods into a receiving location, you then use the Receiving Transactions window to optionally inspect and/or transfer receipts between receiving locations before you deliver the receipts to their final destination specified on the source document. You can also receive and deliver to a final destination in one transaction using the Receipts window. You can either use Express Receipt to receive all quantities as shipped, or you can enter specific receipt quantities for shipments. You can modify information, such as the receipt number and packing slip number. When suppliers have consolidated orders onto a single shipment, you can use the Cascade function to allocate the shipment across orders during entry of receipts.

If the RCV: Print Receipt Traveler profile option is set to Yes, receipt travelers are printed automatically when you perform receipts or receiving transactions. See: Profile Options in Purchasing.

You can also record the receipt of substitute and unordered items. Purchasing records the shipment for the unordered items when you enter the receipt. You cannot perform receiving transactions upon the receipt until you match it to an order. See: Matching Unordered Receipts

See Also

Finding Expected Receipts

Express Receipts and Receiving Transactions

Cascading Receipts and Receiving Transactions

Unordered Receipts

Receiving Transactions


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