Manage item receipts

Open an existing item receipt to review what was received, correct editable details, customize its fields or segments, or delete a receipt that should not have been created. Open Menu > Products and services > Receiving.

Before you begin

You need permission to view item receipts. Editing, customizing, and deleting also require permission for the corresponding action.
An item receipt must already exist in Receiving > Receipts.
Before editing or deleting a posted receipt, confirm that the accounting period and related transactions permit the change. Deleting a receipt reverses its inventory and accounting effects.

View an item receipt

Open Menu > Products and services > Receiving.
Select Receipts.
Search by item receipt or memo, or filter the list by date, entity, item receipt, or memo.
Select the item receipt number.

QuickStart displays the receipt, including its source transaction, entity, date, items, and accounting details.

Edit an item receipt

Open the item receipt.
Select Edit.
Update the Date or Memo when needed.
In Items, edit or remove the applicable lines. Review Accounting before you save a change that affects posting.
Select Update.

QuickStart displays the updated item receipt.

Customize an item receipt

Open the item receipt.
Open More actions and select Customize.
Select Customize fields to create or manage custom fields, or select Customize segments to create or manage segments.

QuickStart opens the selected customization workflow for the Item receipt record type.

Delete an item receipt

Open the item receipt.
Open More actions and select Delete.
In the dialog whose title contains the receipt number, for example Delete IR-000002?, select Delete item receipt.

QuickStart displays Item receipt deleted and returns to the Receipts list. The receipt no longer appears in the list.