How to Receipt Goods/Services

Step 1: Navigate to the Home page, use the Search box to find 'Purchase Orders'. Select the related Purchase Order link. 

Step 2: On the Purchase Orders page, choose the relevant Purchase Order. 

Step 3: If needed, adjust shipping and payment terms in the header to provide a different shipping address or Pay-To address by changing the Ship-to address. 

Step 10: When you're ready, select the 'Request Approval' action on the header tab of the purchase order to send the PO for approval. 

Once you send for approval, the status changes from open to Pending approval. 

After approver approvers it, the status changes to “Released”; indicating the PO is now ready to be processed. 

Once the status is changed to Released. You now must receipt the Order. 

Step 11: Enter the quantity you wish to receipt in the Qty. to Receive field. 

Step 12: Click on “Home” Tab on Purchase Order header and then click on Release drop-down and click on “Post”.  

Step 13: This will open a pop-up. Click Receive & OK to GRN the Items in the Purchase Order. 

Step 14: To view the receipted/ GRN’d receipt. Click on the Order Tab and select Receipts.  

This will open a pop-up window page showing all the receipts with posting date. 

Step 15: Select and click on the required purchase receipt to view it. 

The screenshot below shows how the posted receipt looks in BC.