Additionally, to creating receipt documents from Logistics > Goods Receipt, you can also create it directly from the list of purchase orders as well as when you open a purchase order.
If you would like to use one or more purchase orders as templates for a new receipt document:
Open Purchasing > Purchase Orders from the main navigation.
(Optional) Filter the list of purchase orders or search for a specific order by using the advanced search.
Select one or more purchase orders from the list. Alternatively, you can also open one purchase order from the list.
Click Create Goods Receipt from Template
in the toolbar and confirm the popup message.
A confirmation notification will indicate success of the operation and you can access the newly created document under Logistics > Goods Receipt.
If you use a purchase order as a template for a receipt document, information such as items, ordered quantities and supplier price, discount and selling price will be used for the new receipt document.
Notes: Goods receipts for multiple purchase orders can only be created when:
- The status of the selected purchase orders is ORD or CON (depending on Control Center > Database Settings > Purchasing > Create Receipts for Purchase Orders with Status),
- all purchase orders are from the same supplier and
- have the same location as the delivery address selected.