Getting Receipt Information Version

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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):

  1. 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:

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

  1. Click Print Receiving Document to print the receipt, if you wish.
  2. 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):

  1. 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.

  2. Locate the purchase order that you need.
  3. 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.