Once you receive the product, you can create a receipt in the system, so that the A/P team knows that the purchase order has been received.
Prerequisites
Access to ProcureDesk with permission to create and manage receipts.
Step-by-Step Instructions
Step 1: Open the Purchase Order
Navigate to the orders page.
Click on the order number for which you want to create a receipt.
Step 2: Create a Receipt
Click on "Actions" and, select Create Receipt.
Step 3: Adjust Receipt Details
You will be taken to the receipts page.
Adjust the receipt quantity if it differs from the purchase order.
Unselect any lines you have not received.
Deselect pending line items for partial deliveries to ensure accurate receipt creation. This is particularly useful when managing services or partially delivered products where only specific line items need to be recorded.
Step 4: Upload Packaging Slip (Optional)
If you have a packaging slip, upload it under the receipt attachment section.
Step 5: Finalize the Receipt
Click on Create Receipt to finalize the receipt.
Advanced Receipt Management Scenarios
Managing Locked Receipts
Verify whether a receipt is locked due to an approved invoice; changes during this status are restricted for compliance.
To manage outstanding quantities, create a new receipt when additional deliveries are made.
FAQs and Troubleshooting
What if the receipt quantity is different from the purchase order?
Adjust the quantity on the receipt page to match what was received.
Can I partially receive a purchase order?
Yes, you can unselect lines for items you do not want to receive.
What should I do if I forget to upload the packaging slip?
You can edit the receipt later to add the packaging slip attachment.
How do I handle receipts showing full delivery but needing adjustment?
If the receipt is locked due to invoice approval, leave it unchanged and create a new receipt to capture any outstanding quantities.
How can I manage a partially delivered service or product?
Ensure the "Received Qty" matches the partial delivery and deselect undelivered items before saving the receipt.