How Do I Process a Receipt?

The following is a checklist for processing a receipt. For all items on Purchase Orders, you must first process a receipt prior to making a payment.

1. Open the Activities>Purchase Orders>Process Receipts form.
2. Enter a unique Receipt Number or use the auto-increment feature. (If needed, review the checklist for Setting Up Purchase Orders.)
3. Enter the Date of the receipt or accept the default of today.
4. Select the Receiver's name from the drop-down list.
5. Select the Vendor ID for the items being received.
6. Select the Purchase Order Number from the drop-down list or simply click the display button to view all open purchase orders for the selected Vendor .
7. On the Items Received table, enter the number of received items on the Quantity Received column.
8. If appropriate security rights have been assigned, the Unit Price column is available for updating, (if the Purchase Order Receipt contains pricing changes).
9. Enter comments, if desired.
10. You can print the Purchase Order Receipt using Print or at the end of the day, select Print All Receipts .
11. Click Post.