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Difference between revisions of "Purchase Receipt"
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<div style="text-align: center;"> | <div style="text-align: center;"> | ||
| − | [[Purchase]] | [[Import Purchase Order]] | [[Purchase Order]] | [[Purchase Receipt]] | + | [[Purchase]] | [[Import Purchase Order]] | [[Purchase Order]] | [[Purchase Receipt Aid|Purchase Receipt Aids]] |
| − | </div | + | </div> |
==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. | ||
| + | =====Requirements before using Purchase Receipt===== | ||
| + | |||
| + | *The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Purchase Receipt]] | ||
| + | *#[[Fixed Asset Master]] | ||
| + | *#[[Supplier]] | ||
| + | *#[[Warehouse]] | ||
| + | *For detailed instructions on how to setup the needed [[Maintenance]] Module, the user may visit the following Job Aid pages: | ||
| + | *#[[Fixed Asset Master Aids]] | ||
| + | *#[[Supplier Aids]] | ||
| + | *#[[Warehouse Aids]] | ||
=====Purchase Receipt Record List===== | =====Purchase Receipt Record List===== | ||
| Line 57: | Line 67: | ||
*Warehouse should be on '''ACTIVE''' status when using it upon creating or editing a transaction. | *Warehouse should be on '''ACTIVE''' status when using it upon creating or editing a transaction. | ||
**This can be seen in [[Warehouse]] Maintenance Module | **This can be seen in [[Warehouse]] Maintenance Module | ||
| − | * Supplier should be on '''ACTIVE''' status when using it upon creating or editing a transaction. | + | *Supplier should be on '''ACTIVE''' status when using it upon creating or editing a transaction. |
| − | ** This can be seen in [[Supplier]] Maintenance Module | + | **This can be seen in [[Supplier]] Maintenance Module |
*<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> | *<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> | ||
Revision as of 12:41, 5 May 2021
Contents
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.
Requirements before using Purchase Receipt
- The user should setup the following Maintenance Module in order to proceed on using the Purchase Receipt
- For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
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
| 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 |