3) Opening a Purchase Order for Material Receipts

Let’s start out with the most basic process of opening a purchase order to record material receipts.

Here are the facts for this scenario:

  • The vendor is McJunkin Corporation.
  • You have just received 2 feet of ¾” seamless pipe.
  • The vendor part number is 33-STA-0022.
  • You know the exact purchase order number. For this example, let’s say the purchase order number is DY15298.

To record the receipt of this pipe, click on the purchase order number text box to the right of the “P,” type in the purchase order number and then click “OK” or press the [ENTER] key.

Note: As Invoice Processing retrieves the material receipt information for this purchase order from the database, you will see informational messages appear on your screen giving you updates to the retrieval process.

Material Receipts Contents
    1) Materials Receipts Access
    2) The “Open Material Receipts” Dialogue Box
    3) Opening a Purchase Order for Material Receipts
    4) The Material Receipts Screen
    5) Additional Material Receipts Information
    6) Receiving the Materials
    7) Receiving the Materials
    8) New Receipts
    9) Selecting a PO to Record Material Receipts Using the Drop Down Box
    10) Purchase Orders Number List
    11) Invoice Processing brings the Purchase Order Number Forward
    12) Invoice Processing Returns The Material Receipts Screen
    13) Selecting a PO to Record Material Receipts Using Vendor and PO Tab
    14) Selecting a Vendor from the Vendors List
    15) Invoice Processing returns the Vendor Name
    16) Receiving All the items in the Material Receipts Screen
    17) Updating the Database with the Receipt Quantities
    18) New Receipts
    19) Different Methods of Viewing Receipts
    20) Receiving Quantities in an “Over-Receipts” Condition