Receive purchase ordersLast updated on 04/18/2023
When you receive a purchase order (PO), the PO is updated with a record of items you ordered and received. This helps you know when you have items that are required for a job before you schedule the job, when you haven’t received items, and if there are differences between the items you ordered and the items that were delivered.
Things to know
If you only have the Purchasing module enabled, the Inventory section in the navigation bar is renamed Purchasing.
When a bill is created after you receive a PO, the cost is reflected in the Budget vs Actual table. Note: To automatically create a bill when a PO is received go to Settings
> Inventory > Configuration.
Fully receive a purchase order
Go to the navigation bar and click Inventory or Purchasing
.
From the side menu, select Purchase Orders. The Purchase Orders screen opens.
Click the Sent tab.
Select the PO you want to receive. The PO record opens.
On the PO record that opens, click Receive.
The Receive a Shipment screen opens.
In the Vendor Document Number field, enter the vendor document number. Note: This is required for Intacct customers. If you are not using Intacct, this field is optional.
(Optional) Click Choose File to attach a file related to the PO.
(Optional) Click Add item to add additional items to the receipt. Tip: For example, you may want to add items if a vendor substituted an item that was different from the item you ordered or a vendor sent an incorrect item that you will keep.
Review the PO and verify the items you received, including the quantity in the Qty Received column of the Item List table.
(Optional) If you received more of an item than the quantity you ordered, enter the quantity you received.
When you’re finished, click Save.
Partially receive a purchase order
Go to the navigation bar and click Inventory or Purchasing
.
From the side menu, select Purchase Orders. The Purchase Orders screen opens.
Click the Sent tab.
Select the PO you want to receive.
On the PO record that opens, click Receive. The Receive a Shipment screen opens.
Click Set Qty to Zero to set the Qty Received number to zero. Note: This can be useful if you only want to receive a small portion of line items. You can set the quantity to zero for all line items and then add in what you intend to receive.
If what you received is less than what you have ordered in the PO, adjust this quantity in the Item List table under the Qty Received column. Note: The Qty Received column in the Item List table is automatically prepopulated with the quantity requested.
When you’re finished, click Save. The Roll over unreceived items? pop-up window opens.
To roll over the unreceived items into a new PO and fully receive the current PO, click Roll Over.
To keep the unreceived items on the current PO and partially receive it, click Skip.
The Receipt screen opens. For more information, see Manage receipts.
Tip: To remove unreceived items from a PO in the Partially Received tab, select Rollover P.O. from the Actions dropdown field. Once you select Rollover P.O., the unreceived items will be added to a new PO, and the original PO will be fully received.
Receive purchase orders in bulk
Note: The purchase orders with serialized numbers can be received only individually.
Go to the navigation bar and click Inventory or Purchasing
.
From the side menu, select Purchase Orders. The Purchase Orders screen opens.
Click the Sent or Partially Received tab.
Select the POs you want to receive.
Tip: If you want to receive all POs in the Sent or Partially Received status, select the checkbox at the top.
When you’re finished, click Receive.
On the confirmation pop-up window that opens, click Yes.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.