1. Receipt with purchase order
Follow the next steps to complete a receipt for a previous purchase order.
1. Open the window Material receipt.
2. Apply a filter by checking the option "Purchase order", select a range of dates and click on the button "Search".
First step to create the receipt with purchase order.
1. Select the purchase order to open the window "Detail".
From this window, the system won't allow quantities greater than the requested ones.
1. Check the checkboxes of the products you are receiving, enter the quantity and unit of measure for each product.
2. Click on "Save".
3. The system will inform you when the record (document) has been created.
4. Uncheck the option "Purchase order".
5. Press the "Search" button to view the receipt document with Draft status.
6. Select the document.
7. Open the contextual menu and select the option "Document action".
8. Confirm the option "Complete" and click on "Accept".
9. The end.
After following the aforementioned steps.
You'll see the message: Status of the document "Completed".
Congratulations! You've done the material receipt with a purchase order.
Information! Add extra products
If you add items that are not included in the purchase order, these items will be considered as products in promotion with price equals to $0.
2. Return merchandise
Follow the next steps to return merchandise for any motive:
1. Open the window Material receipt.
2. Use the filters to refine your search and identify the document.
3. Open the document inline menu at right and select the option: "Return material".
Option to return material.
Alert!
If the product(s) is/are already included in an invoice with "Draft" status
The return is not allowed, but you have two options:
Cancel the drafted invoice.
Complete the invoice.
These actions are done from the module "Vendor Invoice Entry".
4. You will see the Details window to capture the quantities to return. Open the contextual menu and select the option "Suggest quantities" if you are going to return all the items, or enter the quantity to return for each product. Is mandatory to check the box at right to specify the products to be returned.
Check the products and enter the quantity to return.
5. Finish by saving the information with the "Save" button.
6. The end.
After following the aforementioned steps.
You'll see the message: A product return has been generated.
You can identify the recently generated document of the return with the overall amount in negative value (see image).
Congratulations! You've done a material receipt.
Information! Material return with invoice
After finishing the material return you'll see the message:
The return was successfully performed and the credit note {1234} was generated.