Receive Purchase Order

Open Purchase Order

1.  Navigate to the Purchases menu
   1. Select the Purchase Orders inquiry list (PO3010PL) and search for the purchase order to be received OR
   2. Enter the PO number directly in the Universal Search bar and open the record.

Create Purchase Receipt

1.  With the PO open, select ENTER PO RECEIPT.
2. The system opens the Purchase Receipts screen (PO302000) with a new record populated with PO data.

Review and Update Purchase Receipt

1. For Stock or Non-Stock items (Not lot/serial tracked)
   1. Review and update the Warehouse and Warehouse Location, if applicable, where the items will be added to stock.
   2. In the item lines
      1. Update the Receipt Qty to reflect the actual quantity received for each item. (This may be a partial quantity.)
      2. If an item was not received, highlight the line and click the X above the table to remove it from the receipt. NOTE: This does not remove the item from the PO itself.
   3. Click Save to generate a Receipt Number

2. For Stock Items with lot or serial tracking:
   1. Review and update the Warehouse and Warehouse Location, if applicable, where the items will be added to stock.
   2. In the item lines:
      1. Update the Receipt Qty to reflect the actual quantity received for each item. (This may be a partial quantity.)
      2. If an item was not received, highlight the line and click the X above the table to remove it from the receipt. NOTE: This does not remove the item from the PO itself.
   3. Add the lot/serial information as follows:
      1. Single Lot/Serial Number:
         1. Enter the lot/serial number directly in the line using the Lot/Serial Nbr field.
         2. Enter the Expiration Date, if required.
      2. Mutiple Lot/Serial Numbers:
         1. Highlight the item line
         2. Select LINE DETAILS from the toolbar on the DETAILS tab.
         3. In the Line Details window:
            1. Add a row for each lot/serial number.
            2. Enter the Warehouse Location, Lot/Serial Number, Quantity, and Expiration Date (if applicable).
            3. The system will auto-calculate and display the remaining unassigned quantity.
         4. Once all quantities are assigned, select OK.
   4. Click Save to generate a Receipt Number

Release Purchase Receipt

1. After verifying all quantities and lot/serial information, select RELEASE.
   1. This step:
      1. Posts the receipt to the General Ledger (GL).
      2. Updates inventory quantities in the system.