Initiate goods receiving when the PurchaseOrder has reached Purchase Order Creation and the supplier order is ready to be received. This task moves the procurement process forward from the Order stage toward Delivered by creating the receiving activity that supports Goods Receiving & Inspection.
Warehouse receiving users perform this task from the purchase order by selecting Receive Goods. Use it only after the selected supplier Offer has been converted into a formal purchase order with finalized terms and conditions.
Before you start
Ensure that the PurchaseOrder is at Purchase Order Creation.
You must have the warehouse.receiving.create permission.
Identify the purchase order that requires receipt processing.
The procurement lifecycle progresses from Offer to Order and then to Delivered.
Steps
On the main navigation bar, select Purchasing.
Procurement recordProcurement record
In the procurement list, select All and open the PurchaseOrder that is at Purchase Order Creation.
On the purchase order, select Receive Goods.
receiving shipmentreceiving shipment
Review the receiving shipment record created for the order. The receiving shipment view identifies the related order in the Order Number : TO25.1002 Received transfer order tab.
Continue the receiving process in the receiving shipment record to perform Goods Receiving & Inspection.
All
Procurement recordProcurement record
The All tab contains procurement records, including records with item, product category, group, requested quantity, request type, unit, and required-date information. Use this tab to locate the PurchaseOrder that is ready for goods receiving.
The available controls on this view include RFQ and Direct P.O.. This page uses the existing PurchaseOrder; it does not create a new RFQ or direct purchase order.
Order Number : TO25.1002 Received transfer order
This receiving shipment tab contains the receipt record associated with the purchase order. Use the receiving shipment record as the working record for Goods Receiving & Inspection after you select Receive Goods on the PurchaseOrder.
The receiving shipment screen provides Goods Receipt Note, Save, and Save and Close controls for the receipt record.
Tips & cautions
Note: A PurchaseOrder must be at Purchase Order Creation before you initiate goods receiving.
Warning: Received quantity can be greater than order quantity. When the application warns that you are about to receive a quantity greater than the order quantity, review the quantity carefully before proceeding.
Warning: An order cannot be un-delivered when a due invoice already exists. An order with binding invoices cannot be reverted.
Troubleshooting
Receive Goods is not available → The PurchaseOrder is not at Purchase Order Creation → Open a PurchaseOrder that has reached Purchase Order Creation.
You cannot initiate receiving → Your account does not have the warehouse.receiving.create permission → Use an account with warehouse receiving creation access.
The application warns that received quantity exceeds order quantity → The receipt quantity is greater than the order quantity → Review the receipt quantity and proceed only when the higher quantity is intended.
You need to reverse a delivered order → A due invoice or binding invoices exist for the order → The order cannot be un-delivered or reverted in this condition.
Result
The PurchaseOrder moves to Goods Receiving & Inspection.
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