Purchase Order Receiving

General Information

This screen represents your purchase order to a supplier and enables you to tell M.O.M. that you have received items from your supplier in a product shipment. With this screen, you can receive the purchase order in full (all items) or partially (some items). You can also record the supplier's invoice information to create an accounts payable transaction that can be paid using the Pay Supplier function.

How to Use the Screen

1. Enter THE SUPPLIER'S INVOICE #, INVOICE DATE, as well as SHIPPING COST, and any TAXES or ADJUSTMENT required.

2. Use one or more of the procedures below depending on what needs to be done to the purchase order to receive items.

3. When the purchase order is correct and amounts ordered reflect actual amounts received from your suppliers in the shipment, press SAVE.

Receiving Line Items

Use the buttons displayed under the line item display to receive and/or correct any discrepancies between amounts ordered on the purchase order and amounts actually received.

RECEIVE - receives the entire amount for the selected item in the list.

RECEIVE PARTIAL - receives an amount less than the amount shown for the item. A pop-up screen is displayed to let you enter the actual amount.

RESET - "undoes" the last receiving activity and returns the received amount for the selected item to 0.

RECEIVE ALL - receives all items in the list in the full amount ordered. This button is used if all items on the purchase order have been received as ordered.

Landed Cost Calculation

M.O.M. automatically distributes the overall costs of the purchase order to each individual item according to the number of items on the purchase order and the Landed Cost Distribution selections on the Supplier Maintenance screen. Select a field to overwrite the percentage, the Per Item Total must equal 100%

Tracking Number Entry (Drop Ship Purchase Orders Only)

Select VIEW/EDIT TRACKING NUMBERS to open a screen where you can enter tracking numbers for each received item. You can optionally use the Import Drop Ship Tracking Numbers screen to import a file and update all of the Drop-Ship PO's at once.

Adding a Line Item to the Purchase Order for Delivery

Occasionally a supplier may deliver a product on a purchase order that you did not originally order. You need to add these items to the purchase order to receive them (unless you are planning on returning them).

To add an item, press ADD to display the Add/Edit Purchase Order Line Item to enter the necessary information for the additional item.

Changing the Unit Cost, Quantity Ordered, or Discount on an Item

Select the item in the list and press VIEW/EDIT to display the Add/Edit Purchase Order Line Item screen to change any of these values.

Deleting an Item from the Purchase Order

Select the item in the list and press VIEW/EDIT to display the Add/Edit Purchase Order Line Item screen and press DELETE to delete the item.