Receiving records an actual delivery against a work order’s procurement request. It can move inventory, so check what arrived before confirming. Your role needs receiving permission and access to the item’s stock locations.
Open the right request
- Open the work order’s Procurement area when enabled.
- Find the supplier request and confirm the item, ordered quantity and outstanding quantity.
- Review earlier receipts before recording another delivery.
If the request is no longer open or nothing remains outstanding, inspect its state before trying to receive it.
Record a delivery
- Enter the quantity that arrived in this delivery. The form starts with the outstanding quantity; change it for a partial delivery.
- Check the inventory location. If the request has no location, choose one of the item’s available stock locations.
- If the delivery went to another location, select the correct destination before confirming.
- If there is a discrepancy, select shortage, damage, wrong item or other, and provide the required explanation.
- Confirm the receipt and check received and remaining quantities.
The quantity must be positive and cannot exceed the outstanding amount. Selecting a discrepancy requires an explanation.
Review receipt history
The request’s receipts show quantity, date, location and the discrepancy recorded for each delivery. A partial receipt leaves the outstanding quantity for later deliveries.
If the connection was lost after confirmation, check this history first. Do not record another delivery simply because the first response did not appear.
If receiving is unavailable
Read the form’s explanation. It may need permission, an available stock location, a valid quantity or a discrepancy reason. Ask the administrator to check inventory access if you cannot read locations.
Receiving goods and recording a supplier invoice are separate actions. Continue with work orders, catalog or payables.