Receiving Purchase Orders in a Manual Warehouse

When receiving by purchase order, use the P/O Receiver Report to match each item in the shipment to the corresponding line item on the report. Record the quantity received from the shipment on the report to facilitate processing any discrepancies.

Note: When you receive a purchase order or make changes to the cost of an item on a purchase order, the system updates the last cost information for the product on the order.

Use the P/O Receiver Report to handle receiving items in the following ways:

Set aside items tagged to outgoing shipments in a staging area for immediate shipment. Write the transaction number on the carton or on a label so shipping personnel can recall and process the order.

The P/O Receiver Report prints orders by ship date if the Exclude All Sales Orders Outside The Plenty Date From Avail Calccontrol maintenance record is set to Yes. Any order that falls on or after the plenty date is included on the P/O Receiver Report after the orders that fall before the plenty date.

Separate nonstock items to a designated area.
Move items with a Call When Available status to a will call pick-up area, and write the transaction number on the items.
Group material together by inventory location, if you use totes or carts to put away product.

Note: If you have items on a purchase order for which your company assigns serial numbers, and the Store Serial Numbers By Locationcontrol maintenance record is set to Yes, use the Detail Product Serial Queue to assign products to a specific product location. For additional information about receiving serialized products, see Receiving Products with Serial Numbers.

The system directs you to put away products based on the locations defined in Product Location Maintenance.

To manually receive a purchase order:

Identify the purchase or transfer order number.
Run and print the P/O Receiver Report.

If the freight status on the P/O is Prepaid or Collect, enter an amount in the Totals tab that displays.

For each item received, mark it off on the P/O Receiver Report.
For each item, note the quantity that you received.

Note: Record any extra products received and the quantity.

If items on the P/O Receiver Report are tagged to outgoing shipments, set these items in a staging area for immediate shipment.
Separate nonstock items into the assigned areas.
Place stock items on a tote for put away.
Compare the marked-up P/O Receiver Report to the matching purchase or transfer order invoice to verify the material you have received was on the original order.
Use the Stock Receipt Entry utility to record the products you have received on the purchase order.

For complete purchase orders that have no backorder items, verify quantities and complete receiving.
For incomplete purchase orders that have items on backorder, create an order generation for the receive date. Then enter the actual received quantities and complete receiving for that generation.

Note: If you are receiving material for a different branch, the system may warn you that you are receiving material for a branch that is different than the terminal's branch assignment. Accept the warning to continue to receive material for a different branch.

After all items have been accounted for and separated to their proper stocking locations, put the items away following your normal warehousing procedures.

Note: After you have received and recorded all the products, the system adds all items to the on-hand quantities. However, the items are not released for sales or transfers until the system checks for stock availability, identifies the transactions on which the items appear, and sends that order to the print spooler or Customer Calling Queue.