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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.

  1. In the Line Items tab, click Bulk Actions

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  2. Click Bulk Receive

  3. select the lines by using the Select All or individually selecting by using the check mark in front of each line

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  4. Select the lines to be received or select the top box to select all

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    Click Apply Selected.

  5. Click the Receive Option in the Top header area of the Lines section

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  6. Select the stocking area where the parts will be inventoried

  7. Receive date is filled in though can be edited if received on a different date than when the receive action is being taken

  8. If tags should be created and printed, turn those options on

  9. Enter Invoice Date

  10. Enter Invoice Number

  11. Click Save

  12. Received lines will be disabled and reflect a status of received if all quantities are posted and partial if some items ordered remain on order.

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The bulk receive action can also be used to post to work orders where work order information has been provided at the line level.

Receive Line Individually

  1. Click on the line in the Line Items tab

  2. Click Receive

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  3. Select to receive to inventory or to post to work order

    1. If receiving into inventory

      1. Update stocking areas with count to be received in each

      2. Click save

    2. If Posting to Work Order

      1. Enter WO number or be sure one entered is correct

      2. Enter WO line or be sure one entered is correct

      3. Click Save

  4. Received lines will be disabled and reflect a status of received if all quantities are posted and partial if some items ordered remain on order.

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