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This article explains how to record receipt of goods directly on a purchase order. You can also register product receipt in the warehouse, and then later record it on the purchase order. A purchasing agent or an accounts payable coordinator typically performs this task. The example shown in this guide uses values from the USMF demo data company and has you prepare an example purchase order to receive against. If you use the procedure on your own data, start at the Record receipt of goods section.
Prepare a new purchase order for receipt of goods
- Go to Procurement and sourcing > Purchase orders > All purchase orders.
- Select New.
- In the Vendor account field, enter US-101.
- Select OK.
- In the Item number field, enter M0001.
- In the Quantity field, enter 5.
- On the Action Pane, select Purchase.
- Select Confirm.
Record receipt of goods
- On the Action Pane, select Receive.
- Select Product receipt. The Quantity field allows you to select different options for the quantity that you want to receive. For example, if a quantity is previously registered in the warehouse, you can select Registered quantity. For this example, use the value Ordered quantity.
- Expand the Overview section.
- In the Product receipt field, type any value. Enter a reference used as voucher for the product receipt journal.
- Expand the Lines section.
- Set Quantity to 4. Manually specify the quantity that you're receiving for each line on the order.
- Select OK. The goods are now recorded as received on the purchase order, and a product receipt journal is created as document to reflect this. Use the Product receipt action to review the journals created with the purchase order, and see what was received, and when.