Purchase ➔ Entries ➔ Receipts
After you have received the purchased items in your warehouse(s), you can register the receipt of the items in the purchase order receipts screen. Entering receipts enables you to validate the quantity of items ordered against the quantity of items received. In this screen, you can also search for Return to Merchant Authorization (RMA) orders that have been authorized and confirmed.
The information in this document is based on product update 404 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind: The Receipts button is available only if the Purchase order option under the Selection section is selected, and enabled only if a purchase order is selected.
Keep in mind: The Returns button is available only if the RMA order option under the Selection section is selected, and enabled only if a RMA order is selected.
Keep in mind: The Notes button is enabled only if a purchase order or RMA order is selected.
Keep in mind: The Attachments button is enabled only if a purchase order or RMA order is selected.
Keep in mind: The Purchase order button is available only if the Purchase order option under the Selection section is selected, and enabled only if a purchase order is selected.
Keep in mind: The RMA order button is available only if the RMA order option under the Selection section is selected, and enabled only if a RMA order is selected.
Keep in mind: The Complete button is enabled only if a purchase order or RMA order is selected, and the completed purchase order or RMA order will not be displayed in the overview once you click Complete.
Keep in mind: The Corrections button is available only if the Purchase order option under the Selection section is selected, and enabled only if a purchase order is selected.
Keep in mind: The New button is enabled only if you are authorized to create purchase orders, and if you have selected a warehouse at Warehouse under the Warehouse section.
Keep in mind: The New button is enabled only if you are authorized to create RMA orders, and if you have selected a warehouse at Warehouse under the Warehouse section.
You can filter the purchase orders and RMA orders that you want to display by defining one or more of the following search criteria and clicking Refresh. The purchase orders and RMA orders that match the search criteria you have defined are then displayed. A list of options appears if you click in the Supplier field, Customer field, and other fields. From the list, make your selection and click Select.
Select a warehouse to display purchase orders or RMA orders from the selected warehouse. Select All to display purchase orders or RMA orders from all warehouses.
Note: This field is available only if you have E-Warehouse management included in your license.
Select this option to receive the items from the purchase orders. By default, this is selected.
Select this option to receive the items from the RMA orders.
Type or select a creditor to display purchase orders from the selected creditor.
Note: This field is available only if the Purchase order option is selected.
By default, the current date is displayed. Therefore, the search results will only display purchase orders with a fulfillment date (or also known as planned delivery date) that is earlier than or equal to the current date. Alternatively, select the All check box to display purchase orders with any fulfillment date.
Type or select a customer to display RMA orders from the selected debtor.
Note: This field is available only if the RMA order option is selected.
By default, the current date is displayed. Therefore, the search results will only display RMA orders with a receipt date that is earlier than or equal to the current date. Alternatively, select the All check box to display RMA orders with any receipt date.
Click Advanced to expand the search criteria, and Simple to minimize the search criteria.
The following fields are displayed only if you click Advanced.
You can specify how you want the overview to be displayed. Select Purchase order if you want purchase orders with purchase order details to be displayed in the overview, or Item if you want items with item details to be displayed in the overview.
Note: This field is available only if the Purchase order option under the Selection section is selected.
Type or select the selection code to display purchase order(s) with the selected code.
Note:
Type or select the purchase order or RMA order number to be displayed.
Type or select a delivery method to display the purchase orders with the selected shipping method.
Type or select the date or date range when the purchase orders are created. Select the All check box to display purchase orders that are created on any date. By default, the All check box is selected.
Type or select the item code to display the purchase orders or RMA orders with the selected item code.
Type or select the item code of the supplier to display the purchase orders with the selected supplier’s item code.
Type or select the date or date range when the RMA orders are created. Select the All check box to display RMA orders that are created on any date. By default, the All check box is selected.
Note: This field is available only if the RMA order option under the Selection section is selected.
Type or select the person that is in charge of the RMA orders.
Type or select the transaction date to display purchase orders or RMA orders with the selected date. This is the actual date you receive the items. By default, the current date is displayed.
Select this check box to sort the search results by item.
Note: This check box is available only if the Purchase order option under the Selection section is selected.
Select this check box to group multiple order lines of the same item in the same purchase order into one order line.
It is possible that not all the columns in the overview are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.
Click this to display the purchase orders or RMA orders based on the defined criteria.
Click this to view and/or edit the notes of the selected purchase order or RMA order. For more information, see Creating and maintaining notes.
Note: This button is enabled only if a purchase order or RMA order is selected.
Click this to view and/or edit the attachment of the selected purchase order or RMA order.
Click this to view and/or edit the selected purchase order. For more information, see Creating and maintaining purchase orders.
Note: This button is available only if the Purchase order option under the Selection section is selected, and enabled only if a purchase order is selected.
Click this to view and/or edit the selected RMA order. For more information, see Creating and maintaining Return to Merchant Authorization (RMA) orders.
Note: This button is available only if the RMA order option under the Selection section is selected, and enabled only if a RMA order is selected.
Click this to complete the selected purchase order or RMA order. Once you click this button, a message “Completed” will be displayed, and the completed purchase order or RMA order will not be displayed in the overview.
Click this to edit the actual quantity received of the item(s) for the selected purchase order.
Note: This button is available only if the Purchase order option under the Selection section is selected.
Click this to enter the receipt of the items for the selected purchase order. For more information, see Receiving purchase orders.
Click this enter the return of the items for the selected RMA order. For more information, see Processing returned items for Return to Merchant Authorization (RMA) orders.
Click this to create a receipt for purchase orders (for more information, see Receiving purchase orders), or return for RMA orders (for more information, see Processing returned items for Return to Merchant Authorization (RMA) orders).
Note: This button is enabled only if you are authorized to create purchase orders or RMA orders, and only if a warehouse is selected at Warehouse under the Warehouse section.
Click this to exit.