Receiving Dialog
A purchase order is used to identify the quantity and cost of the products
that are ordered. If the received column within the purchase order is
zero, the inventory items are recorded in inventory as ordered, but do
not affect the total on hand count.
The Receiving Window associates all the back orders from purchase orders
into a single screen rather than processing each purchase order separate.
The benefits of this window is limited if no purchase order back
orders are created. The Receiving Window allows a user to split
purchase orders based on back orders. The back order is based
on the quantity received and the date product was received.
Complete the following steps to receive items using the Receiving
window:
Go to Expenses > Receiving
option on the EBMS menu to open the following dialog:
Enter the Vendor ID
and enter a P.O. Click
on the look up list to select a purchase order from a list.
The system will load all back orders and invoices that contain
the specified P.O.
Enter the amounts received into the Receiving
column. Click the Receive All
button to populate the Receiving
column with the balance. This value may be restricted to the
ordered quantity by setting the
option.
All products that are needed to fill Unfulfilled
Sales Orders will show a different color. Right-click on any
purchase order line and select Unfulfilled
Sales Orders from the context menu to view the sales order.
Click the Process button
to process. The Total on Hand
count within the Inventory
> Count tab of each item
is affected by the amount on the purchase order. A back order is created
if not all items have been received. The back order document will
be labeled as ####.1 etc.
The Receiving values
will be copied to the Received
column. Double click on any purchase order line to view received purchase
orders or invoices.
Open the purchase order from the purchasing dialog to print product
labels. Review Printing
Labels and Reports for more details.
This process only updates inventory counts and does not update financial
values such as accounts payable or inventory asset totals. Receiving
product will add the item(s) to the inventory Count
and remove them from the P.O. Ordered
and Received values of the inventory
count tab. Review [Financials]
Expense Invoices > Processing an Invoice to process the purchase
order into an expense invoice and update