Receive add-ons

1. At the Asset Management main menu, click on the Approved Orders button. The Work With Approved Orders display screen appears.
2. Click By Unit. The Work With Approved Orders display screen appears.
3. Right-click on the requisition line and select Receive. The Record Receipts change screen appears.
4. Fill in the fields as required.

   Packing Slipis the number that appears on the vendor's packing slip for the goods being received. Depending on the setup of your system, a value may be required.

   Way Billis the number that appears on the vendor's way bill for the goods being received. It is optional.

   Received Byis the name of the person receiving the order.

   Receipt Dateis the date the order was received. You can click on the calendar button to select the date.

   Receipt Timeis the time of day the order was received.

   Received Qtyis the number of units of the item that are being received now. This number may exceed the number of units that were ordered if more happen to be delivered. The sign of a receiving part must be the same as the sign of the original order: if purchasing a positive quantity, then a positive quantity must be received.

   Row/Shelf/Binis the row, shelf, and bin where the item would be stored in the warehouse. It defaults to the item's preassigned location if there is one. You can right-click in these fields and select Prompt to select the row, shelf, and/or bin from a list. Note that add-ons are not generally stocked in the warehouse.

   GLidentifies which general ledger account the goods should be charged to. A value is required. You can right-click in the field and select Prompt to select the account from a list.

5. Click Enter .
6. If any items are serialized:
   1. The Record Serial #s screen appears.
   2. Type in the Serial Number of each instance of the item.
   3. Click Enter to save the serial numbers. You return to the Record Receipts change screen.
7. To post the receipt of goods:
   1. Click Post . The Post Receipt of Goods screen appears.
   2. Click Post Receipt. You return to the Work With Approved Orders display screen where the CLS status is set to Yes.
8. To post the receipt of goods and record the invoice:
   1. Click Post_Record Invoice . The Post Receipt of Goods screen appears.
   2. Click Post Receipt. The Receipt Information screen appears.
   3. Fill in the fields as required.

      Vendor Invoice Numberis the number stamped on the invoice received from the vendor.

      Invoice Dateis the date the vendor invoice was issued. You can click on the calendar button to select the date.

      Net Amountis the payment amount due after any discount but before taxes.

      Taxesidentifies the type of tax to be charged. Up to 2 can be entered. You can click on the Prompt button to select the taxes from a list. Once the tax is selected, Enrich will calculate and fill in the amount.

      Discount Amountis the amount that can be discounted from the bill, to 2 decimal places, if it is paid before the discount due date, if applicable.

      Exchange Rateis the rate of exchange between different currencies, to 4 decimal places, if required. This may be used if the vendor is located in another country or deals in different currency.

   4. Click Enter. The Post Receipt display screen appears.
   5. Click Post . The Confirm Post Receipt screen appears.
   6. Click Post Receipt. You return to the Work With Approved Orders display screen where the CLS status is set to Yes and the invoice information appears.

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