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How to Receive Parts Transfer

Goal

Once the transfer has been committed a Purchase Order will be created. The Location To field will be the PO Company. While the Location From field will be set as the Vendor. Accept the Purchase Order created by the Parts Transfer by receiving the parts.

After reading this article you will be able to:

  • Navigate to a purchase order record
  • Receive parts

 

Prerequisite: Before receiving a Parts Transfer, Transfer Parts to a New Location.

 

Step One: Navigate to a Purchase Order Record

  1. Click the App Launcher icon.

1 How to Receive Parts Transfer- app launcher.png

 

  1. Enter Purchase Orders in the quick find area.
  2. Click Purchase Orders.

2 How to Receive Parts Transfer- po navi.png

 

  1. Select the desired Purchase Order created by the Parts Transfer.

3 How to Receive Parts Transfer- po record.png

 

Step Two: Receive Parts

  1. Click Receive Purchase Order.

4 How to Receive Parts Transfer- receive po btn.png

 

  1. Enter <QTY Received>.
  2. Click Receive Parts and Accept.

5 How to Receive Parts Transfer- receive part.png

 

Note: Click Receive Parts and Keep Open if more lines are going to be added to the Purchase Order. 

Received Parts on Purchase Order

After parts are received a line will be added to the Purchase Order Receiving Events section. If all the parts are received on the Purchase Order the Status field will be set to Accepted.

6How to Receive Parts Transfer- received part for po.png