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Procedure documentationConverting Purchase Orders into Receiving Orders

Procedure

Once you issue a purchase order it becomes available to be used as a receiving transaction. For information about issuing a purchase order, see Issuing a Purchase Order.

A purchase order is converted into a receiving transaction the first time you open it in the Receiving Selection window. Before it has been converted it is only visible in the P.O.’s to be Received tab. After it is converted it is visible in the Receiving Transactions tab only.

To convert a purchase order into a receiving order:

  1. On the Main Menu, click Inventory.

  2. Click Receiving.

  3. Click the appropriate tab.

  4. Click Display All. The issued purchase orders appear in the window.

  5. Click the purchase order that you want to convert into a receiving transaction, and then click Open. The Receiving Maintenance window appears containing the information you entered when you created the purchase order.

Once you open a purchase order as a receiving order you can immediately enter receiving information into the Receiving window, or you can save it and close it. For information about the fields in the Receiving window, see Inventory Receiving.