How to Receive Purchase Orders in Acumatica | PO Receipt Processing Complete Guide скачать в хорошем качестве

How to Receive Purchase Orders in Acumatica | PO Receipt Processing Complete Guide

📚 Chapters: 0:00 Introduction to PO Receiving 0:20 Creating Purchase Receipt from PO 1:08 Understanding Receipt Quantities Only 1:44 Configuring Line Details 2:41 Releasing Receipt & Updating Inventory 3:36 Handling Partial Receipts 4:51 Manually Closing PO Lines 6:00 Receiving Remaining Quantities 6:23 Over-Receiving (Above PO Quantity) 7:16 Processing Purchase Returns 9:00 Reviewing PO History Master purchase order receiving in Acumatica! Complete tutorial covering PO receipts, partial receipts, over-receiving, returns, and closing purchase orders. Learn to manage inventory receiving from dock to warehouse. 💡 Complete PO Receipt Process: Starting Point: PO issued to vendor Vendor shipped goods Items at receiving dock Ready to bring into warehouse Creating Receipt: Open issued purchase order Click "Enter PO Receipt" System creates new purchase receipt Receipt number = "New" (auto-generates on save) Click Save to generate receipt number Receipt Screen Features: ⚠️ Quantities Only (No Prices/Costs): Similar to shipment documents Total quantity at header level Line-level quantities only No dollar amounts visible Quantity-focused document Header Configuration: Adjust receipt date if needed Change vendor location if required Warehouse selection Document reference information Line Details: ✅ Auto-imports all PO items ✅ Delete rows (X) if partial receipt ✅ Change warehouse if needed ✅ Modify location within warehouse ✅ Transaction description (item description) ✅ Unit of measure shown ✅ Receipt quantity (key field - enter actual received) Receipt Quantity Examples: Ordered 10, received 9 → Enter 9 Ordered 10, received 11 → Enter 11 Ordered 10, received 10 → Enter 10 (default) System calculates open quantity automatically Releasing Receipt: ⚠️ Critical: Cannot Edit After Release Release = brings inventory into warehouse Automatic inventory update Changes require return document No modifications allowed post-release Inventory Impact: Before release: 18 on hand Receive 9 units After release: 27 on hand (18 + 9) Available and available for shipping update Real-time quantity changes 🎯 Advanced Scenarios: Partial Receipt Management: Scenario: Received 9 of 10 Ordered Enter receipt quantity: 9 Open quantity shows: 1 Release receipt (9 received) PO shows: Quantity on Receipts = 9 PO History displays partial receipt PO remains open for remaining quantity Receiving Remaining Quantity: Enter new PO receipt from same PO System auto-fills remaining quantity (1) Receipt quantity = difference automatically Release to complete order PO closes when all quantities received Over-Receiving (Above PO Quantity): ⚠️ Warning Appears: "Received quantity above maximum defined on PO" System allows over-receiving Warning persists but receipt processes Example: Ordered 10, received 11 or 12 Inventory updates with actual received amount Example: PO quantity: 10 Receipt 1: 9 units Receipt 2: 2 units (11 total) Warning shows but allows save/release Inventory: 27 → 29 (extra unit added) PO shows quantity on receipts: 11 Manually Closing PO Lines: When to Use: Vendor won't ship remaining quantity Items no longer needed Short shipments accepted Partial receipt is final How to Close: Open purchase order Navigate to line level Scroll right to find "Closed" checkbox Check "Closed" box Save PO PO status → Closed (without full receipt) Line marked complete Reopening Closed PO: Uncheck "Closed" checkbox Uncheck "Completed" if needed Save and remove from hold Can enter new receipt Flexible workflow Purchase Returns: When to Return: Received too many units Wrong items received Damaged goods Over-shipment correction Return Process: Open purchase order Click "Return" button Select line(s) to return Click "Return" Creates return-type receipt Auto-fills quantity from last receipt Adjust return quantity as needed Save document Release to update inventory Return Document: Type = "Return" (not "Receipt") Shows original received quantity Adjust to actual return quantity Example: Received 2, return 1 Release updates inventory immediately Inventory Impact of Return: Before return: 29 on hand Return 1 unit After release: 28 on hand Automatic deduction Real-time update #Acumatica #PurchaseOrders #InventoryManagement #WarehouseManagement #WarehouseOperations #PurchasingWorkflow #ReceivingProcess #POReceipt #InventoryControl #ERPPurchasing