Receive Purchase Order Items

 

Once the PO is approved, it is sent to the vendor to receive the ordered items. The ordered items can be received either partially or completely from the vendor. In both the cases you can have the receipt of the received items. On receiving the partial items from the vendor the purchase order can be marked as Partially Received and moved under Partially Received Pos. And on receiving the complete items from the vendor, the purchase order can be moved under Closed Pos.

  1. Login to FacilitiesDesk using your user name and password.

  2. Click on the Purchase tab. This opens the Purchase Order list view page.

To mark partially or completely receive items,

  1. From the Purchase Order list view page select the corresponding filter option from the Filter Showing combo box. By default, the list of POs pending approval is displayed.

  2. Select Approved Pos from the Filter Showing combo box. Click the PO # Name for the received items. This opens View Purchase Order page.

  3. Click on the Actions tab and click Receive Items. The Receive Items dialog pops up.

  4. Enable the check box beside each of the received items. If only a part of the ordered items are delivered, then click the edit icon to edit the value against each of the received items and enter the quantities that have been received.

  5. Click Receive Items button. This updates the PO with the Received Quantity value and moves the PO under Partially Received POs.

In the Receive Items dialog pop-up window, the quantity of items displayed will be the difference between the actual quantity ordered and the already received quantity. Once all the items have been received, the PO moves to the closed status.

 

All the received items from the PO will be added as resources automatically. And the resources that are created from a particular PO will be associated to that particular PO.

 

FacilitiesDesk - Integrated Facilities Management Software

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