Creating a Receipt from a Vendor

1. Click Ordering, click Receiving, and then click Vendor.
2. Enter the Vendor name, enter the Receipt number, and then select the Delivery Date.

   Note:

   • The Receipt number can be auto generated, by updating Autogenerate Receipt Number in the Settings page. See Receipt Settings for more details.

   • The Autogenerate Receipt Number format can be defined in the Document Numbers page. See Document Numbers for more details.

3. (Optional) Enter any pertinent information in the Reference field.
4. In the Item Group pane, select an item group, and then click Assign.

   To select more than one item group, press and hold CTRL while selecting.

5. To assign all the item groups, click Assign All.
6. Once complete, click Create, and then enter quantities for the relevant items.
7. To add more items to the receipt, click Add Item(s), search for and select the items you want to add, and then click OK.
8. To add open orders to the receipt:
   1. Click Open Orders, search for and select the appropriate orders, and then click Add Order(s).
   2. To view the items in an order and add specific ones, click the Document name, select the appropriate items, and then click Add Item(s).
   3. Once you finish adding orders and items from orders, click Return to Receipt.
9. To add deposits to the receipt:
   1. Click Deposits, select the Cost Center, and then select the appropriate items.
   2. Enter the quantity delivered or returned, and then click OK.
10. If necessary, change the cost center of items.
11. To save the receipt for later use, click Save or Suspend.
12. To finalize the receipt, click Book:
    1. If you do not want to close the purchase order, deselect Close Purchase Order.
    2. Click OK.