Record items received without a bill

You need to record items received against a vendor purchase order. If the order already exists, you can record the items received against the order. If no order exists, you can create one when you record the items received.

To record items received against an order

You can record items received against an order in the Purchases window or from the Purchases Register window.

1	Go to the Purchases command centre and click Purchases Register. The Purchases Register window appears.

2	Click the Orders tab.

3	Find the required order and select it.

4	Click Receive Items. The Purchases window appears with the Receive Item status.

5	In the Receive field, type the item quantity received.

6	If you keep items at more than one location, type the location where you received the items in the Location field, or select it from the list. Note that the Location field only appears if you have set up multiple locations.

7	Click Record. The items are recorded in your inventory and the original order is updated with the number of items received.

8	If the total number of items in the Receive and To Date columns of an item receipt is greater than the quantity in the Ordered column, a message appears. You can:

■	Update order: If you choose to update the order, your original order will be updated by the difference between the quantity of the original order and the total received (the quantities in the Receive column plus the quantity in the To Date column).

■	New order: If you choose to create a new order, a new order will be created. The quantity of items listed in the new order will equal the difference between the amount of the original order and the total received (the quantities in the Receive column plus the quantity in the To Date column).

■	Cancel: If you choose to cancel, you will return to the Receive Item window without updating or creating any orders.

9	When you receive the vendor’s bill, convert the order to a bill. For more information, see Changing the status of a purchase.

To create an order when you record items received

1	Go to the Purchases command centre and click Enter Purchases. The Purchases window appears.

note : Recording items received from the Inventory command centre

You can also record items received by clicking Receive Items from the Inventory command centre. The Purchases window appears with the Receive Item purchase status.

2	In the Vendor field, type or select the vendor's name.

3	If the Item layout does not appear:

a	Click Layout. The Select Layout window appears.

b	Select Item and then click OK.

4	Select Receive Item from the status list in the top left of the window.

5	Enter the purchase date and your order number.

6	In the Ordered field, type the quantity you ordered. This can be more than the quantity received.

7	In the Received field, type the quantity received.

8	In the Item Number field, type or select the item.

9	If you keep items at more than one location, type or select the location where you received the items. Note that the Location field only appears if you have set up multiple locations.

10	If you have purchased the items before, the last cost price will appear in the Price field by default. If you want to, enter a different cost estimate in this field.

11	Click Record. The items are recorded in your inventory and a purchase order is created with the number of items received.

12	When you receive the vendor’s bill, you need to convert the order to a bill. For more information, see Changing the status of a purchase.

Related topics

■	Receiving items without a bill

■	Set up an accrual account for items received without a vendor bill