This article will detail the steps to perform a Partial Receiving. This is useful when wanting to receive parts into stock when not all pieces have arrived.
Parts-> Receive Parts
The button for Partial Receiving can be found on the right-hand side under Order Summary after highlighting a Purchase Order
After selecting Partial Receiving, a pop-up window will appear. By default, all parts are selected to be received.
Remove the checkmark from any Part you will not be receiving. Select Confirm Selected when done
A Receiving screen will appear with the selected Parts. Ensure all information is correct, when done, press Receive Parts.
Alternatively, select Save/Exit to return to this Receiving later. Any receiving in an opened status will appear under the O/S Receivings radial
Invoicing
An Invoice-Optional pop-up will appear. This allows you to enter an Invoice Number and Date at this time if desired. You can also choose to print Barcodes or the Receiving Report.
If Invoice information is not entered, the completed receiving can be found under Parts-> AP Invoices-> Outstanding Invoices to be invoiced at a later time.
Receiving the rest of the Parts
If any Parts are left to be received, they will appear under Outstanding Receiving still. When Partial Receiving is selected, only the items left to be received are available.
Both invoices will appear as associated to the PO under the Receiving History tab when finished.