When an item or service is delivered, enter the receipt information in CARL Source so that the linked data will be updated: purchase request, order, inventory, accounting.
You can combine the entry of several lines coming from different PRs or POs in a single operation; in this case they will all be recorded under the same delivery note.
Prerequisites
- The PR/PO where this item appears must:
- be approved/issued
- not yet be completely delivered.
Procedure
From the [Receipt] function
Prerequisites: You have at least one of the following two rights: "PR receipt"/"Order receipt"
- In the [Purchasing] module, select the [Receipt] function
→ The receipt entry form is displayed.
- If applicable, indicate the identifier of the delivery note and the delivery date, then click on the "add pending receipts" button
→ The search form for lines to be received is displayed.
- Fill in the search criteria according to the content of the delivery to be reported: supplier of the delivery, etc. Click on the search confirm icon
.
→ Depending on the connected user's rights, three possibilities arise:
- only the "PR receipt" right: The PR lines corresponding at criteria are returned to the list of receipts to be performed.
- only the "Order receipt" right: only the order lines corresponding to the criteria are returned to the list of receipts to be performed.
- both the "PR receipt" and "Order receipt" rights: all PR and order lines corresponding to the criteria are returned to the list of receipts to be performed.
From the details of the purchase request
Prerequisites: You have the "PR receipt" right
- In the detail form of the purchase request in the "To be processed" status, select the
"Receipt" action
→ The receipt entry form is displayed, initialized with the lines of the current PR.
From the details of the order
Prerequisites: You have the "Order receipt" right
- In the detail form of the "to be "Published" status order, select the "Receipt" action
→ The receipt entry form is displayed, initialized with the lines of the current order.
Processing a receipt
- Delete any returned lines that you do not yet want to receive
- For each remaining line in the list, change the following information, if the specified value is not correct:
- Quantity received,
- Net unit price,
- "Completed?" (see Receiving [General] [Receipts]).
- If desired, comment on the delivery by clicking on the icon
in the "Description" column.
- Dispute
If you reject part of the delivered quantity, click on the icon in the "Dispute" column
→ The application opens the dispute entry form; see Dispute.
- Once all the lines have been processed, confirm
.
→ The application saves the data, closes the form, and returns to the main menu.
See also Receiving.