Managing Receiving

When materials shipments arrive, your staff updates the purchase order line items to received, claimed (when items are missing, damaged, or incorrect), or canceled. Then, the received items are invoiced and paid for, and canceled items are credited. You can delete purchase orders or purchase order line items that were canceled.

Do the following tasks to set up receiving for your organization:

Grant permissions to receive orders; claim missing or damaged items and cancel orders; pay, credit and adjust invoices.
Specify whether you want warnings to appear when you receive items that have holds placed on them.
Set claim and cancellation notice defaults.
Define claiming reasons.
If you receive EDI orders via the ASN, set the option to batch print purchase order line item workslips from the Receive ASN Shipments workform.
Set the default payment option to Check or Voucher.

You can use the Acquisitions parameter Default payment option when paying/crediting invoices to specify whether Check or Voucher is selected by default when staff members prepay, pay or credit an invoice. The parameter can be set at the System, Library, or Branch level.