Once a Purchase Order has been submitted to the vendor, the PO remains open until all items are received and posted to the PO.
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Items can be received individually at the line level or in bulk to save time! |
Items can be sent to inventory or posted to an existing Work Order directly.
Bulk Receive
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Before receiving bulk lines, be sure that any individual line to be posted to a Work Order have had the Work Order number and WO Line entered on the individual PO lines applicable! If the WO# isn’t entered on the individual PO line first, then RTA will receive directly to inventory. |
In the Line Items tab, click Bulk Actions
Click Bulk Receive
Select the lines to be received or select the top box to select all
Click Apply Selected
Select the stocking area where the parts will be inventoried
Receive date is filled in though can be edited if received on a different date than when the receive action is being taken
If tags should be created and printed, turn those options on
Enter Invoice Date
Enter Invoice Number
Click Save
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Receive Line Individually
click on the line in the Line Items tab
Click Receive
Select to receive to inventory or to post to work order
If receiving into inventory
Update stocking areas with count to be received in each
Click save
If Posting to Work Order
Enter WO number or be sure one entered is correct
Enter WO line or be sure one entered is correct
Click Save
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If needing to receive some of the line into inventory and another to a work order, receive into inventory first and then post the one remaining to the Work Order. |