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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Vouchers">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Receive Items Ordered on a Purchase Order</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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span.hcp1 { font-weight:bold; }
font.hcp2 { font-weight:bold; }
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Receive Items Ordered on a Purchase Order</p>
<p class="Help-Text"><a href="vouchersoverview.htm">Receiving Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_purchasing/purchasingoverview.htm">Purchasing Overview</a></p>
<div style="float: none;">
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text">Receiving against a purchase order (PO) is the fastest and most accurate way to receive merchandise. A voucher can receive against one or more POs, and additional items can be added to the voucher using normal methods.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp1">Important Note:</span> If maintaining accurate vendor histories, receiving reports, and being able to match up vendor bills and invoices in your financial software is important to you, we recommend against receiving against purchase orders from different vendors on a single receiving voucher. A good practice is to receive against a single PO from a single vendor with each voucher. Likewise, if you <a href="voucher_spreadcosts.htm">spread freight, fees, and discounts</a> across item costs, it is a good practice to receive against only one purchase order per voucher. Otherwise, you may be spreading fees or discounts associated with one order over items from another.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Receiving items ordered on a PO can be initiated from a new voucher (as described below) or directly from the purchase order against which you are receiving. From the purchase order you are receiving against: &#160;Select <span class="hcp1">Receive Items</span> from the I Want to Menu</p>
<p class="Help-Info-Line">To receive items ordered on a PO:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the Purchasing menu at the home page, select <span class="hcp1">Receive Items</span>. A blank receiving voucher is opened.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">&#160;From the I Want To menu, select <span class="hcp1">Receive from PO</span>. The <a href="voucher_selectpos.htm">Select POs</a> dialog is opened.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt; font-weight: normal;">
<p class="Help-Steps" style="font-weight: normal;">At the top of the Select POs dialog, select the vendor. Only POs from the selected vendor are shown.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Choose the PO(s) to receive against by selecting the checkboxes on the left. You can select one, multiple, or all POs in the list.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp1">R</span><font class="hcp2">eceive All Due</font> to bring ALL the due items and quantities from selected POs to the voucher.</p>
</li>
</ol>
<p class="Help-Indent">OR</p>
<p class="Help-Indent">Choose <span class="hcp1">S</span><font class="hcp2">elect Items to Receive</font> to receive only some of the items. Enter quantities for the items you want to bring to the voucher in the <span class="hcp1">Doc Qty</span> field and then select <font class="hcp2">Continue</font>. <a href="voucher_selectpoitems.htm">Learn more</a></p>
<p class="Help-Note" style="margin-left: 24px;"><span class="hcp1">Tip</span>: If receiving all but a few of the items, it may be faster to choose <span class="hcp1">Receive All Due</span> and then edit the quantities on the voucher.</p>
<ol start="6">
<li class="p-Help-Steps">
<p class="Help-Steps">If the referenced PO(s) include fees, you are asked if you would like to apply them to this voucher. Select <font class="hcp2">Yes</font> or <span class="hcp1">N</span><font class="hcp2">o</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Review the <span class="hcp1">Unit</span> <font class="hcp2">Cost</font> and <span class="hcp1">Qty</span> of each item to be sure they reflect the actual order values. <a href="vouch753.htm">Edit</a> it if necessary. &#160;<a href="vouch751.htm">Learn more about voucher costs</a></p>
</li>
</ol>
<ol start="8">
<li class="p-Help-Steps">
<p class="Help-Steps">If applicable, add other received items (not on PO) using standard <a href="../qbpos_basic_procedures/basic303.htm">item listing</a> methods.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">To enter or edit <a href="vouch715.htm">discounts, fees, and/or freight</a> charges, select <span class="hcp1">Enter Discount/Fee/Freight</span> from the I Want To menu and enter the amounts. If applicable, select the <span class="hcp1">S</span><font class="hcp2">pread discount, freight and fee</font> check box to allocate these amounts over the individual item costs. <a href="voucher_spreadcosts.htm">Learn more about spreading these amounts</a></p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">If available, review or enter <a href="voucher_billinginfo.htm">vendor billing information</a>. Select <span class="hcp1">Enter Billing Info</span> from the I Want To menu.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp1">S</span><font class="hcp2">ave &amp; Print</font>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Saving a voucher that references a PO automatically updates the POs <a href="../qbpos_purchasing/po632.htm">fill status</a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) If you generated a PO from a customer order (sales order), the customer order and purchase order numbers for the received items are shown in the voucher item list. Click the <span class="hcp1">Show PO</span> or <span class="hcp1">Show SO</span> buttons to view the orders.</p>
</li>
</ul>
<p class="Help-Bulleted">&#160;&#160;&#160;&#160;&#160;&#160;&#160;<img src="../image/voucher_po-so_links.gif" alt="Voucher item" title="Voucher item" style="border: none;" width="562" height="64" border="0"></p>
<p class="Related-Topics">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_company_preferences/sysprefs06.htm">Warn if PO is past its cancel date</a></p>
<p class="Help-Text"><a href="voucher_billinginfo.htm">Enter vendor billing information</a></p>
<p class="Help-Text"><a href="vouch753.htm">Edit voucher items</a></p>
<p class="Help-Text"><a href="voucher_updateprices.htm">Update item prices from a receiving voucher</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/printing/basic_taginstructions.htm">Print tags</a></p>
<p class="Help-Text"><a href="vouch754.htm">Effects of saving a receiving voucher</a></p>
<p class="Help-Text"><a href="../qbpos_multi_store/multi_store_purchasing.htm">Multi-store purchasing &amp; receiving</a></p>
</body>
</html>