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Create and delete Receipts

You can create an empty receipt document or you can use one or more purchase orders as a template for the new receipt.

See also: Create a new Receipt Document from the list of purchase orders


Create an empty Receipt

  1. In the navigation click Logistics > Goods Receipt.

  2. In the toolbar click New Receipt . Optionally you can also press N on the keyboard.

  3. Select the receipt location.

  4. Select the supplier.

  5. Click Create.


Create a Receipt using a Template

  1. In the navigation click Logistics > Goods Receipt.

  2. In the toolbar click New Receipt . Optionally, you can also press N on the keyboard

  3. Select the receipt location.

  4. Select the supplier.

  5. Select one or more purchase orders that you want to use as a template for the receipt document.
    Note: Only purchase orders which have the same delivery address as the selected receipt location will be displayed in the list and suppliers are first sorted descending by the amount of open purchase orders and second ascending by the name. The list contains max. 100 elements.

  6. Click Create.


Notes:
- You can set which purchase orders can be used as a template for the receipt document. Go to Control Center > Database Settings > Purchasing > Create Receipts for Purchase Orders with Status. You can choose between Confirmed purchase orders or Ordered and Confirmed purchase orders.
Numbers of purchase orders that were used as a template for the receipt document are written in the Purchase Order Nr. field of the general receipt document information.
- If you use a purchase order as a template for a receipt document, information such as supplier price, discount and selling price will be used for the new receipt document.

See also: Edit a receipt document


Delete Receipt Documents

You can only delete receipt documents with status NEW. Receipt documents with status CLS and INV cannot be deleted.

  1. In the navigation click Logistics and click Goods Receipt.

  2. In the list of receipt documents select one or more documents you want to delete.

  3. Click Delete and confirm your action.

Tip: You can also open a receipt document and click Delete .


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