Getting Receipt Information

Getting Receipt Information Version

This topic discusses:	Links to related topics:
Overview - Security Viewing receipts from the Receiving menu Viewing receipts from the Purchasing menu Receiptless POs	Viewing POs for receiving Receiving POs Cancel a receipt Working with purchase orders
Search Online Doc
Current Release Notes

Overview

Receipts that you create manually and receipts created by the system during invoice matching are both available for viewing in Materials Management. Make a note of the receipt number, the PO/Req number or the received date. You can locate a receipt using any of these values.

Security

The role object that controls access to receipts is "Receiving," minimally set to View.

To view receipts (from the Receiving menu):

From the Materials Management main Contents, select Receiving > All Receipts.
The Receipts List appears (Figure 1).

Figure 1 - Receipts List

You can search the columns with underlined headers -- Organization, Receipt No, Type, Status, Received Date, and PO# / Req#.
For example, suppose you wish to find the receipt(s) for PO 1236:

Click the header PO# / Ref# at the top of the column. (The column re-sorts.)
Enter 1236 in the Position To box.
Click Go.
The system finds the row for PO 1236 and positions the row at the top of the list.

You might notice that a single PO on the list has two receipts. When this occurs...

One receipt is the regular receipt.
Another receipt, whose Type is Adjustment, was created by the Invoice matching process (Source column).
The invoice for this PO had a price exception (i.e., the price for an item on the invoice was different from the PO price). The system created the Adjustment receipt to account for the price difference.

Click Print Receiving Document to print the receipt, if you wish.
Similarly, click Menu in any row to view individual lines on the receipt, and any invoices associated with the PO/receipt.

To view receipts (from the PO menu):

From the Materials Management main Contents, select Purchasing > Purchase Orders (by PO) or Purchase Orders (by Create Date).
The list of POs ordered by PO number or by create date (as you selected) appears.
Locate the purchase order that you need.
Next to the PO, select Menu > Receipts.

The PO Receipts panel appears.

Notes on Receiptless POs:

For any receiptless line on a purchase order, the system creates a receipt header and a receipt line with a quantity of zero. The receipt is not completed, however. The invoice matching panels let you enter an invoiced quantity and a dollar amount. See also the discussion of receiptless POs in Invoice Matching.