When a purchase request has been made, it is necessary to register the received goods and completed services as "received."
What are the benefits of this process?
- Your administration is up-to-date.
- The software performs automatic 3-way matching.
- The second point ensures a high level of automation in this process.
Once the invoice with the purchase order number is received, the software searches for the corresponding purchase order and the registered receivals. If the invoice matches the purchase order and the received items (partial or complete), the software automatically matches the invoice, eliminating the need for manual intervention.
To register the receivals, follow these steps:
- Go to "Employee" from the User Home.
- Click on "Open Orders" in the left sidebar.
- You will see a list of purchase orders that require your acknowledgment of receival. Select the order for which you want to register the received items or services.
- At the top, you will find the details of the specific order.
Below you will see the different goods or services that you can register as received. By default, they are set to full receipt. If there are partial deliveries, you can adjust the quantities accordingly. - Click on "Submit," and the receipts will be registered in the system.
Please note that by closing the order, no receivals can be registered. After full receivals, the order will close automatically.