Receipt

Tracking the delivery of ordered items and services is done with the receiving function.

In the purchasing process, receiving follows the purchase request and order.
The goal is to know exactly where deliveries of purchase requests and issued POs are:

Are there still items to be received?
Does the delivered quantity correspond to the requested quantity?
Were the delivered items compliant, or were items returned to the supplier?

In the case of transfer requests ("Internal PRs"), receiving by the requesting warehouse follows shipment of the items by the supplying warehouse.

The receiving function includes:

The entry of item or service deliveries with indication of quantities in dispute; see Receiving a PR or an order.
Viewing deliveries already made; see Receipt history.

Returns of items to the supplier (or rejection of services) when they are not compliant are managed in the [Supplier return] function.

Taking a delivery into account

A receipt is to be processed in one of the following cases:

A delivery is made by the supplier,
A service has been provided by an external service provider,
An item has been received following a shipment by the supplying warehouse.

The receipt is reported in CARL Source in order to update the status:

of the PR and corresponding order, or the transfer request,
your inventories (if the item is managed in inventory),
of accounts, for budgets and cost centres.

Once the purchase line or order has been completely delivered, it switches to the "Closed" status (automatically or not, depending on the settings of the application).

In the case of receipt inspection before entering the inventory, see Receiving inspection.

the "Receipt" function can also be accessed from the details of a Work order to receive the purchases issued as part of the work order.

Viewing deliveries

To know the status of deliveries made for an item or service, or to evaluate a supplier in terms of the quality of its deliveries, you can view the delivery history.

Returns

In order to track item returns accurately (reason for the return, delivery note) and take the returns into account in the accounting entries and inventory statuses, you enter this information in the [Supplier return] function of CARL Source.