Recording items received without a supplier invoice

Purchases > Receiving items without a supplier invoice > Recording items received without a supplier invoice

You need to record items received against a supplier 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

If you receive a message to update an order or create a new order

This message indicates that the total of items in the Receive column and the To Date column of an item receipt is greater than the quantity in the Ordered column.

You have the following choices:

■	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.

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 Stock Control command centre

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

2	In the Supplier field, type the supplier’s name, or select it from the list.

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 corner 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 the quantity received.

7	In the Receive field, type the quantity received.

8	In the Item Number field, type the number of the item received, or select it from your items list.

9	[ AccountEdge Plus only] If you keep items at multiple locations, 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.

10	In the Price field, enter the estimated price for the items.

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

When you receive the supplier’s bill, you need to convert the order to a purchase. For more information, see ‘Changing the status of a purchase’ on page 100.