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DealerTeam

Receive a Purchase Order for Lightning

Goal

Mark a Purchase Order as Received and note any discrepancies. A PO cannot be modified once it has been received however, the Purchase Order Receiving Event can be modified.

Before receiving a PO learn how to Create a Purchase Order.

After reading this article you will be able to:

  • Navigate to a purchase order
  • Receive a purchase order
  • Review a received purchase order 

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

Step One: Navigate to a Purchase Order

  1. Click the App Launcher icon.

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

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  1. Click the desired Purchase Order.

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Step Two: Receive Purchase Order

  1. Click the Receive Purchase Order button.

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  1. Verify that the QTY Received fields are correct.
  2. Click Receive Parts and Accept.

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Note: If you want to receive parts without accepting the PO click the Receive Parts and Keep Open button.

 

Received Purchase Order

After receiving a purchase order:

  • The Vendor field is no longer editable

  • The Status field will be changed to Accepted

  • PO Receiving Events section will populate with a  Receive Event

  • PO Lines are no longer editable

  • The Received field on PO lines will be populated

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