Select Purchase Orders

Receiving Overview | Purchasing Overview

This information applies to the Select POs window, accessed from a receiving voucher when receiving against purchase orders.

Use this window to select the purchase order(s) from which you are receiving items.

To select purchase orders:

1. In the Show POs For: field, select a vendor or choose to show POs for all vendors.

If you already selected the vendor on the voucher, that vendor is pre-selected for you here.

2. Click the checkboxes in the Select column to choose POs (or use the Select All button on the right).

3. Select one of the choices for receiving items from the selected POs:

• Receive All Due Transfers all items and quantities from the selected POs to the voucher.

• Select Items to Receive Opens an item selection window, allowing you to enter received quantities for specific items.

Notes:

• In order to maintain accurate vendor histories and receiving reports, and to be able to match up vendor bills and invoices in your financial software, we recommend never receiving items from multiple vendors on a single receiving voucher. A good practice is to receive against a single PO from a single vendor with each voucher.

• If you spread freight, fees, and discounts across received 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.