Create Unordered Receipts Using a Redwood Page

In this demonstration, we will show how to perform create unordered receipts and match your unordered ordered receipts to their corresponding purchase orders using a Redwood page. The unordered receipts page efficiently streamlines the process of creating and matching receipts. Let us start the demonstration.

First, we'll ensure that Redwood Page for Unordered Receipts Enabled profile option is enabled at the site level. Set the profile value to Yes at the site level. Save and Close. Once the profile option is enabled, you can now access the new Unordered Receipts page from the receipts task in the Inventory Management work area.

From the Unordered Receipts page, you can complete tasks like view unordered receipts, create an unordered receipts, and match unordered receipts. To create a new unordered receipt, click the Create button. This will open the Unordered Receipt Lines page.

Click the Add icon to add a new unordered receipt line. Enter the item details. Input the quantity. Input the receiving location. Enter any additional information as needed. You also have the option to add attachments if desired. Then click Add to include the item in the unordered receipt lines.

A new unordered receipt line is added to the page. You can either add the unordered receipt lines to the existing receipt by selecting Add to receipt, or you can create a new receipt by choosing Create receipt. I'm selecting Create receipt.

Enter the supply details. Enter any additional information as needed, or add attachments if desired. Click the Submit button to create a new receipt. You will receive a message at the bottom of the page confirming that a new receipt has been created.

After creating the unordered receipts, you can match them to the purchase order by clicking the Match button. Select the line. Click Match button. Enter the purchase order number. Select the Purchase Order Line. Select the Purchase Order Schedule. Tax determinants fields are defaulted.

Enter any additional information as needed or add attachments if desired. Click Match and Close to match the unordered receipts. You will receive a message at the bottom of the page confirming that receipt has been matched. This completes the demonstration. Thank you.