Step 1: Create a non-purchase order receipt

To create non-purchase order receipts:

  1. Select Materials > Transactions > Non-PO Receipts.
  2. Click New Record.
    Note: The system automatically populates Date with the current date.
  3. Specify this information:
    Organization
    Select the organization for which to create the non-purchase order receipt if you use multi-organization security. The organization you select must be a specific organization to which you belong.
    Non-PO Receipt
    Specify a description of the non-PO receipt in the adjacent field. The system automatically assigns a number to the non-PO receipt after you save the record.
    Status
    Select the status of the non-PO receipt. The system automatically assigns an Unfinished status to the non-PO receipt, or the equivalent user code status.
    Note: If Hold for Work Order - Activity is specified on a line of the Parts tab, when the transaction is approved, the system will receive the part to Held Items rather than to stock.
    Supplier
    Specify the supplier from which the materials were purchased.
    Store
    Specify the store to which the materials were received.
    Reference Number
    Specify the reference number for the receipt transaction. The reference number can be a credit card approval number, a verification code, a transaction reference number, etc.
  4. Click Save Record.
Parent topic: Creating non-purchase order receipts