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- Choose Appointments
. Select an appointment and choose Complete. - Choose the PO Receipts
tab to display the receipts that are processed and assigned to the appointment. (Processed receipts are not editable.) - To view all receipts available for the service call or job, but not assigned to the appointment or processed, choose the Sync
icon. These receipts will be available on your device until you sync the device.
- Select an unprocessed purchase order receipt to open the PO Receipt pane.
Enter information in these fields, as necessary.
Field Description Service Call
The appointment number that is associated with the purchase order. You can't change this value.
PO Number
The purchase order number for the job appointment. You can't change this value.
Vendor
The vendor that is associated with the appointment and purchase order. You can't change this value.
Processed
This option is marked if you received items that are listed on the purchase order receipt.
Service Call
The appointment number that is associated with the purchase order. You can't change this value.
*Transaction Date
The date when the purchase order items were received. The current date is displayed by default, but you can change it.
Freight Amount
You can optionally enter the amount of freight charges for items on the purchase order from the invoice.
Misc Amount
You can optionally enter the amount of miscellaneous charges for items on the purchase order from the invoice.
*Vendor Doc#
Enter a number or identifier for the vendor document. For example, you could enter the number of the packing slip or other information that might be included with the shipment.
*Required field
- Choose the Receipt Detail bar to display the PO Receipts line detail list, where the line items are displayed for the purchase order receipt.
- To receive all items for all line items, choose Mark Receive All to mark the Received check box checkbox for each line.
- To receive items for only one line, select the line and toggle Received to Yes.
If the quantity of items that was delivered differs from the quantity that was originally on the purchase order, you can change the value in the Quantity field to reflect the number of items that were delivered. The number of delivered items can be less, the same, or more than is indicated on the purchase order.
Mark the Received check box when you finish making changes to the PO receipt details for the line itemNote After the purchase order receipt is synced, you can't change the quantity. To process the remainder of the items, you must again choose the PO Receipt tab and choose the sync
.
- Choose the Save