Canceled; Cancelled; Rejected

Receiving

System Location: Data Entry > Purchasing > Receiving

The primary purpose of receivers is to track the arrival of items as they are delivered from an external source. Typical examples include:

• The delivery of material purchased from a vendor
• The delivery of manufactured items as they are returned from an outside service vendor
• The delivery of material provided by a customer for use on their parts

Delivered items can be marked as one of the following:

• Received Good - Items that are in acceptable condition and can be used for their intended purpose
  • Costs are captured and items are posted to jobs or inventory (as appropriate) when received as 'Good.'
• Rejected - Items that are returned to the vendor for some reason with the expectation of being replaced
  • The purchase order associated with the receiver remains open even if all the items have been delivered.
    • It will be used again as the source for the next receiver created when the rejected items are replaced.
• Cancelled - Items that are returned to the vendor for some reason that do not need to be replaced
  • The purchase order associated with the receiver will be closed (assuming all items have been received good or cancelled.)

Receivers can be used as the source for AP invoices and vendor returns.

 

Where to Start

Before you start creating receivers, it's important to make sure you have defined all the tables you need and that you understand how the system will behave based on the related company preferences and other settings.

Tables Used on Receivers

• Vendor Code

Preferences and Other Related Settings

There are no preferences or related settings that affect the creation of a receiver.

 

Receiver Details

Every receiver has information regarding the vendor, billing details, and the purchased items. The following links lead to topics that provide reference information for each section of the receiver record.

Go to Receiver Details - General Section

Go to Receiver Details - Details Section

 

Creating and Editing Receivers

Options for Creating Receivers

Follow the links below for step by step instructions for making a variety of receiver:

• Continue to Create a Receiver From Purchase Order
• Continue to Create a Receiver Without a Purchase Order (Customer Provided Material)

Once the Receiver is Created

There are minimal edits that can be made to receivers once they are processed. However, if you unprocess the record, you can edit the details of the line item(s). Additionally, a prompt will inform you that changes to the receiver may cause the vendor invoice to fall out of balance with the receiver.

 

Reports, Forms, and Labels

Reports

The following summary report is available for review / generation under the Purchasing Reports dropdown menu:

• Receiving Summary
• Vendor Quality Summary

Forms and Labels

The following reports / forms / labels are available under the Print dropdown menu located in the Receiving Navigator:

• Receiver
  • Receivers can have electronic signatures attached. For more information see Attach Electronic Signatures.

• Receiving Label

What Comes Next

If the materials were purchased as a job requirement, the cost of the materials is captured on the job upon creation of the receiver. If you ordered materials for stock, you can now see them in the bin.