Create a Receiver Without a Purchase Order (Customer Provided Material)

System Location: Data Entry > Purchasing > Receiving

This topic provides details on how to create a receiver without using a purchase order as the source record. This would most commonly be used when receiving material from a customer for use on parts they have ordered.

For more information see Receiving.

  1. Go to the blue Data Entry tab, open the Purchasing dropdown menu, and select Receiving.
  2. Click New (located at the top of the page.)
General Section
  1. Verify / provide the Receiver Number.
  2. Select the Vendor Code used to identify customer provided material.
  3. Verify / provide information for the following fields:
    • Receiver Date
    • Packing Slip Number: Can be entered manually from the shipping documents for reference
ClosedLine Items Section - Material Defined in JobBOSS2

Creating the receiver using parts defined within JobBOSS2 allows for the tracking of on hand quantities for planning and material allocation purposes.

  1. Click Search to open the Part Search Screen.
    • This is where the items that were delivered are selected.
  2. Click Search (now on the Part Search Screen) to populate the Part Search Grid.
  3. Select one or more parts from the selection grid.
  4. Click OK.
  5. Select the first item in the Line Item Details Grid.
  6. Click Details.
  7. Enter a value in Qty Recvd Good (in terms of Stocking Unit) based on how much material was delivered.
    • The Bins button can be used to edit the Bin Location or distribute the material between multiple locations / lots.
    • Material received in this manner can only be placed into inventory.
      • To receive customer provided material to a job, a "dummy" purchase order would need to be created that indicated the appropriate job number(s.)
      • When used, such purchase orders would display a zero dollar value.
    • For more information see Create a Receiver From Purchase Order.
  8. Click OK.
  9. Repeat steps 5 - 8 for each item received.
  10. Click Process.
ClosedLine Items Section - Material Not Defined in JobBOSS2

If the receiver is created for undefined or "free-form" parts, there is no way to track on hand quantities.

  1. Click Add Row.
  2. Enter the following information in the new row provided:
    • Part Number
    • Unit
  3. Click Details.
  4. Enter a value in Qty Recvd Good (in terms of Stocking Unit) based on how much material was delivered.
  5. Click OK.
  6. Repeat steps 2 - 5 for each item received.
  7. Click Process.
    • The system provides a prompt for each free-form part that it is not defined and provides the option to add each one to the permanent part table (as an Inventory Item.)
  8. Click No to keep the part as a free-form part.
  9. Click Save to save and close the receiver.

 

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