Purchase Receipt

Purchase | Import Purchase Order | Purchase Order

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
  1. Supplier
  2. Warehouse

Purchase Receipt Record List

Adding Purchase Receipt

1. Click Purchase Receipt under Purchase Menu
2. Under Purchase Receipt Screen, Click Add Purchase Receipt
3. Fill out the necessary fields in the Header Section
   • Please do note to Tag the Import Purchase Order/ Purchase Order in order for the system to fill up the Item Section below the Header of the Purchase Receipt.
4. Tick the Items and fill out the necessary fields in the item section then Click Save.

Adding Purchase Receipt Field Information

Field	Description	Allowed Inputs	Restricted Inputs	Character Limit	Required Fields
1.Supplier	•Name of Supplier	•Supplier List provided in the Supplier Maintenance Module	N/A	N/A	Yes
2.IPO / PONumber	•Purchase Order or Import Purchase order Reference Number for the Transaction	•Import Purchase Order or Purchase Order list created in the Import Purchase Order and Purchase Order Module	N/A	N/A	Yes
3.Attachment	•Attachment as a proof of payment or other information regarding the transaction	•PNG/PDF or JPG file type	N/A	N/A	No
4.Document Date	•Date when the document is created	•Date picker provided by the system	N/A	N/A	Yes
5.Invoice No	•Invoice Reference No	•Alphanumeric •Special Characters	None	25	No
6.Warehouse	•Warehouse where the items should be delivered	•Warehouse List provided from Warehouse Maintenance Module	N/A	N/A	Yes
7.Notes	•Other Remarks for the Transaction	•Alphanumeric •Special Characters	None	300	No

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

• There will be an auto-generated Accounts Payable which is in UNPAID status after saving the Purchase Receipt
  

Viewing Purchase Receipt Record

1. Click Purchase Receipt under Purchase Menu
2. Select a Purchase Receipt record that needs to view its details. Click the drop-down arrow then click View.

Printing Purchase Receipt Record

1. Click Purchase Receipt under Purchase Menu
2. Select a Purchase Receipt record that needs to print its details. Click the drop-down arrow then click Print.

Exporting Purchase Receipt

1. Click Purchase then click Purchase Receipt
2. Under Purchase Receipt Screen, Click Options then click Export Purchase Receipt. Take note that you can filter the date range and the supplier for precise exportation of Data.

Categories:

Modules
Purchase	Purchase | Import Purchase Order | Purchase Order | Purchase Receipt
Financials	Accounts Payable
Maintenance	Supplier | Warehouse
Reports
Purchase Reports	Purchase Report