Receive Items

<< Click to Display Table of Contents >>

Navigation:  Purchasing > Purchase Orders > Overview closed Purchase Orders > Overview sent Purchase Orders >

Receive Items

Once a Purchase Order has the status 'Sent', it can be received from ship's side. Upon complete receipt the PO will be closed on board.

Only the needed function will be displayed when using this button: A Purchase Order can only be 'received', a Service Order can only be 'reported' (unless Spare Parts have been ordered in the same SO).

When receiving items, a date can be recorded. As default the current date is shown, but can be overwritten.

 

Complete receipt of a PO

Per default the system will fill the column 'Quantities Received' with the quantities ordered. If you want to completely receive the PO, just click on 'Save' and the PO will be closed with the quantities given. Delivery Note Number and Receiving Remarks can be entered in the same window. All completely received items will be displayed in green letters.

 

Partial receipt of a PO

If you want to partially receive a PO respectively some items, please adjust the quantity in the Receiving screen to the correct quantity received and click 'Save'. Partially received items are displayed in orange, not received items kept in black. Once outstanding items are delivered, the PO can be completely received by clicking again 'Receive Items' and 'Save'.

 

No further delivery expected for Item

You have the possibility to close a PO although the quantity received is less the quantity ordered. This is mostly important for orders containing chemicals, paint or luboil where the stock in the system shall always show the correct figures. In these cases please always state the correct quantity received and click on 'No further delivery expected for item'.  In the following window you have two choices:

If you click 'Yes' the quantity which you entered will be saved.

If you click 'No' the quantity received will be set to zero.

In both cases the items will be set as completely received and appear in green letters afterwards.

 

Receive multiple items possible – hit Actions -> Receive multiple POs. Receive multiple only available for completely receiving. Select POs, you want to receive completely, enter necessary details (receive date e.g.) and hit button “receive selected completely”