Discussion

Difference between revisions of "Purchase Receipt"

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<div style="text-align: center;">
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[[Purchase]] | [[Import Purchase Order]] | [[Purchase Order]] | [[Purchase Receipt]]
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</div><br />
 
==Purchase Receipt==
 
==Purchase Receipt==
 
This module allows the user to keep track the status of the Purchase Order that has been purchased from the supplier if it is already receive or not.
 
This module allows the user to keep track the status of the Purchase Order that has been purchased from the supplier if it is already receive or not.
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!Expected Values
 
!Expected Values
 
|-
 
|-
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|1.Supplier
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|1.[[Supplier]]
 
|•Name of Supplier
 
|•Name of Supplier
 
|•Supplier List provided in the Supplier Maintenance Module
 
|•Supplier List provided in the Supplier Maintenance Module
 
|-
 
|-
−
|2.PO/IPO Number
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|2.[[Import Purchase Order|IPO]] / [[Purchase Order|PO]]Number
 
|•Purchase Order or Import Purchase order Reference Number for the Transaction
 
|•Purchase Order or Import Purchase order Reference Number for the Transaction
 
|•Alphanumeric
 
|•Alphanumeric
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|•Alphanumeric
 
|•Alphanumeric
 
|-
 
|-
−
|6.Warehouse
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|6.[[Warehouse]]
 
|•Warehouse where the items should be delivered
 
|•Warehouse where the items should be delivered
 
|•Warehouse List provided from Warehouse Maintenance Module
 
|•Warehouse List provided from Warehouse Maintenance Module
 
|-
 
|-
−
|7.Asset Code
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|7. [[Fixed Asset Master|Asset Code]]
 
|•Categorization of items to be purchased
 
|•Categorization of items to be purchased
 
|•Asset Code List Provided in the Fixed Asset Master Maintenance Module
 
|•Asset Code List Provided in the Fixed Asset Master Maintenance Module
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|}Notes:
 
|}Notes:
  
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*The user can create multiple transactions with the same IPO and PO as long as the IPO/PO status is "PARTIAL"
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*The user can create multiple transactions with the same [[Import Purchase Order]] and [[Purchase Order]] as long as the IPO/PO status is '''PARTIAL'''
 
*Purchase Receipt cannot be edited once created.
 
*Purchase Receipt cannot be edited once created.
  
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*Import Purchase Order and Purchase Order record should be on "PENDING" or "PARTIAL" status in order for it to be tagged on Purchase Receipt.
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*[[Import Purchase Order]] and [[Purchase Order]] record should be on "PENDING" or "PARTIAL" status in order for it to be tagged on Purchase Receipt.
−
*Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction.
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*Warehouse should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
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**This can be seen in [[Warehouse]] Maintenance Module
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* Supplier should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
 +
** This can be seen in [[Supplier]] Maintenance Module
  
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*<span style="color: rgb(51, 51, 51)">For detailed steps on how to create a Purchase Receipt, you can visit the Purchase Receipt Job Aids which can be found [[Purchase Receipt Aid|here]]</span>
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 +
<br />
 
=====Purchase Receipt Options=====
 
=====Purchase Receipt Options=====
 
[[File:Purchase Receipt Options.png|center|thumb|Purchase Receipt Options]]
 
[[File:Purchase Receipt Options.png|center|thumb|Purchase Receipt Options]]
  
 +
*<span style="color: rgb(51, 51, 51)">For detailed steps on how to create a Purchase Receipt, you can visit the Purchase Receipt Job Aids which can be found [[Purchase Receipt Aid|here]]</span>
 +
 +
<br />
 
=====Purchase Receipt Record Options=====
 
=====Purchase Receipt Record Options=====
 
[[File:Purchase Receipt Record Options.png|center|thumb|Purchase Receipt Record Options]]
 
[[File:Purchase Receipt Record Options.png|center|thumb|Purchase Receipt Record Options]]
  
 +
*<span style="color: rgb(51, 51, 51)">For detailed steps on how to create a Purchase Receipt, you can visit the Purchase Receipt Job Aids which can be found [[Purchase Receipt Aid|here]]</span>
 +
 +
<br />
 
=====Purchase Receipt View Record=====
 
=====Purchase Receipt View Record=====
 
[[File:Purchase Receipt View Record.png|center|thumb|Purchase Receipt View Record]]
 
[[File:Purchase Receipt View Record.png|center|thumb|Purchase Receipt View Record]]
 
<br />
 
<br />
 +
 +
*<span style="color: rgb(51, 51, 51)">For detailed steps on how to create a Purchase Receipt, you can visit the Purchase Receipt Job Aids which can be found [[Purchase Receipt Aid|here]]</span>
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{| class="wikitable"
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|+Categories:
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! colspan="2" |'''Modules'''
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|-
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|Purchase
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|[[Purchase]]<nowiki> | </nowiki>[[Import Purchase Order]]<nowiki> | </nowiki>[[Purchase Order]]<nowiki> | </nowiki>[[Purchase Receipt]]
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|-
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|Financials
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|[[Accounts Payable]]
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|-
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|Maintenance
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|[[Fixed Asset Master]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Warehouse]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Purchase Aids
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|[[Purchase Order]]<nowiki> | </nowiki>[[Purchase Requisition Aid]]<nowiki> | </nowiki>[[Purchase Receipt Aid]]
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|-
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|Financials Aids
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|[[Accounts Payable Aids]]
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|-
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|Maintenance Aids
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|[[Fixed Asset Master]]<nowiki> | </nowiki>[[Supplier Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
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|-
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|Others
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|[[Budget Process]]
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|}

Revision as of 11:30, 15 January 2021


Purchase Receipt

This module allows the user to keep track the status of the Purchase Order that has been purchased from the supplier if it is already receive or not.

Purchase Receipt Record List
File:Purchase Receipt Record List.png
Purchase Receipt Record List
Adding Purchase Receipt
File:Adding Purchase Receipt.png
Adding Purchase Receipt
  • Adding Purchase Receipt Information
Field Description Expected Values
1.Supplier •Name of Supplier •Supplier List provided in the Supplier Maintenance Module
2.IPO / PONumber •Purchase Order or Import Purchase order Reference Number for the Transaction •Alphanumeric
3.Attachment •Attachment as a proof of payment or other information regarding the transaction •PNG/PDF or JPG file type
4.Document Date •Date when the document is created •Date
5.Invoice No •Invoice Reference No •Alphanumeric
6.Warehouse •Warehouse where the items should be delivered •Warehouse List provided from Warehouse Maintenance Module
7. Asset Code •Categorization of items to be purchased •Asset Code List Provided in the Fixed Asset Master Maintenance Module
8.Notes •Other Remarks for the Transaction •Text

Notes:

  • The user can create multiple transactions with the same Import Purchase Order and Purchase Order as long as the IPO/PO status is PARTIAL
  • Purchase Receipt cannot be edited once created.
  • Import Purchase Order and Purchase Order record should be on "PENDING" or "PARTIAL" status in order for it to be tagged on Purchase Receipt.
  • Warehouse should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Warehouse Maintenance Module
  • Supplier should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Supplier Maintenance Module
  • For detailed steps on how to create a Purchase Receipt, you can visit the Purchase Receipt Job Aids which can be found here


Purchase Receipt Options
File:Purchase Receipt Options.png
Purchase Receipt Options
  • For detailed steps on how to create a Purchase Receipt, you can visit the Purchase Receipt Job Aids which can be found here


Purchase Receipt Record Options
File:Purchase Receipt Record Options.png
Purchase Receipt Record Options
  • For detailed steps on how to create a Purchase Receipt, you can visit the Purchase Receipt Job Aids which can be found here


Purchase Receipt View Record
File:Purchase Receipt View Record.png
Purchase Receipt View Record


  • For detailed steps on how to create a Purchase Receipt, you can visit the Purchase Receipt Job Aids which can be found here
Categories:
Modules
Purchase Purchase | Import Purchase Order | Purchase Order | Purchase Receipt
Financials Accounts Payable
Maintenance Fixed Asset Master | Supplier | Warehouse
Job Aid Modules
Purchase Aids Purchase Order | Purchase Requisition Aid | Purchase Receipt Aid
Financials Aids Accounts Payable Aids
Maintenance Aids Fixed Asset Master | Supplier Aids | Warehouse Aids
Others Budget Process
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