Creating or copying a purchase receipt

Creating a Purchase Receipt

1. From the Navigation panel, double click on Purchasing then click on Receipts
2. Click on New to create a new receipt
   1. Click on the Lines tab
   2. Click on New to create a new product line
   3. Key in the QTY receiving for this line
   4. Key in Price Inc obtain from the Product Details button
   5. Repeat these steps to create new product line

   6. Key in Supplier of the product obtain from the Product Details button

       Show me

       

3. Click on Finalise to finalise and post the receipt to general ledger

4. Click on Invoice to create a purchase invoice for this receipt

5. Key in Supplier Invoice and click on OK

    Show me

    

6. From the Navigation panel, double click on Purchasing then click on Invoices
7. Select the purchase invoice from the list

8. Click on Finalise to finalise and post the invoice to the general ledger

    Show me

    

   Alternatively, click on Complete from the top panel to finalise and invoice the receipt in full 

Copying a Purchase Receipt

1. From the Navigation panel, double click on Purchasing then click on Receipts
2. Select an existing receipt and click on Copy  
   1. A new purchase receipt window appears, click on the Lines tab
   2. Update the QTY receiving for the product line
   3. If required, click on New to create a new product line
      1. Key in the QTY receiving for this line

      2. Repeat these steps to create new product line

          Show me

          

3. Click on Complete to finalise and invoice the receipt in full

   This is to demonstrate an alternative approach to the Finalise and Invoice steps as mentioned above

    Show me

    

4. Key in Supplier Invoice and click on OK

    Show me

    

   Observe that both purchase receipt and invoice are posted

    Show me