Receive Items from PO

When you receive items from a PO, the quantity of the inventory item will be increased by the received count. Also the items purchase history will be updated detailing the purchase date, purchase order number, quantity order, purchase price, and extra charges.

Program Menu>Purchase Order

You will be entered into the purchase order display, click on the selected purchase order, and the following screen will appear.

Select Receive Items from PO, and it will open the selected purchase order.

You will have the option of selection all items by answering Yes or you can choose individual line items to be received by selection No. If you select no, you will then have the option to select individual line items by double clicking on the “Recvd” column. You can receive the full or partial amount.

•Note: A header record is a placeholder to indicate the total qty owned of a rental or sales item.

Receiving header items  - If you have put a rental header or sales header on the purchase order, when the items are received in, a duplicate copy of the item file header record will be created with a # or a - symbol, indicating the new item record is going to be either a serialized item or a store location.

Ex. If your header record is called WIDGET, the serialized record will be called WIDGET #01 or WiDGET-1

# - Serialized Item * Note: If there is more than one qty received, then the serialized records will be created in sequence #01, #02, #03.

-1 Store Location * Note: If there is more than one store location, then you will be asked what store location to enter the inventory -1, -2, -3 (if multistore)

*** You can allocate the shipping charges, taxes, and miscellaneous charges over the items on the purchase order by checking the box in Configuration> System Configurations> Parameters> Accounting> Include Extra Charges in Inventory and/or Capitalize Extra Charges. With these settings, these charges will be distributed over all items on the Purchase Order, this includes non-inventory items. If you do not want the extra charges to be allocated to the non-inventory items; you will need to receive the inventory items and add all of the extra charges, save through, then modify the Purchase Order and add the non-inventory items.

Transferring Received Items

Items that have been received can be transferred to another store .It can be invoked when the item on the purchase order has a linked contract from another and has a quantity that has been received. It will transfer the quantity you have received from one store to the other.

The user will be prompted to choose the store and a transfer contract will be created. The quantity that have been received will be added to the transfer ticket and removed from the purchase order.