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erp-manual:cloud:purchase:purchase-receipt

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erp-manual:cloud:purchase:purchase-receipt [2024/04/03 13:08]
Varun Nagrecha 		erp-manual:cloud:purchase:purchase-receipt [2024/04/27 05:47] (current)
Varun Nagrecha
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  ===== Start =====  ===== Start =====
-  * ** For Full Receipt: **Click on Purchase Order Menu and then open the Purchase Request for which Receipt - Vendor. Click on Document Actions and click on Receipt - Vendor.+  * ** For Full Receipt: **Click on Purchase Order Menu and then open the Purchase Order for which Receipt - Vendor has to be created. Click on Document Actions and click on Receipt - Vendor.
   * **For Partial Receipt: ** Click on Receipt - Vendor Menu and then click on Create New button, and then follow steps under Add/Edit Line Item section   * **For Partial Receipt: ** Click on Receipt - Vendor Menu and then click on Create New button, and then follow steps under Add/Edit Line Item section
  
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  ===== Header =====  ===== Header =====
 +
 +{{popup>erp-manual:cloud:purchase:invoiceheaderview.png?400}}
  
 Header Details are automatically added from Purchase Order. You can edit them as required. Header Details are automatically added from Purchase Order. You can edit them as required.
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 If it is a foreign currency GGRN, then provide the exchange rate. Exchange rate will automatically added but it can be changed as required. If it is a foreign currency GGRN, then provide the exchange rate. Exchange rate will automatically added but it can be changed as required.
 +
 +{{popup>erp-manual:cloud:purchase:invoiceheaderedit.png?400}}
  
  ===== Line Items =====  ===== Line Items =====
  
-Line Items are automatically added from Purchase Order. You can edit them as required.+{{popup>erp-manual:cloud:purchase:invoicelineitemview.png?400}} 
 + 
 +Line Items are automatically added from Purchase Order. To edit line items, you can click on Edit button for that item, system will open a popup, and users can provide the following details: 
 +    * Quantity, Description, Reference No. 
 +    * After editing is done, click **Confirm** to close the popup. 
 + 
 +{{popup>erp-manual:cloud:purchase:invoicelineitemedit.png?400}}
  
 You can receive in partial by providing the items that were received along with the actual received quantity.  You can receive in partial by providing the items that were received along with the actual received quantity. 
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     * Payment date, Credit Days, Payment Terms and Mode of Payment     * Payment date, Credit Days, Payment Terms and Mode of Payment
     * After editing is done, click **Confirm** to close the popup.     * After editing is done, click **Confirm** to close the popup.
 +
 +{{popup>erp-manual:cloud:purchase:invoiceterms.png?400}}
  
  
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   * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to   * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to
   * Status of the document   * Status of the document
 +
 +{{popup>erp-manual:cloud:purchase:invoicesummary.png?400}}
  
 ===== Save the Document ===== ===== Save the Document =====
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 Users can select the file to attach or drag and drop the file on the popup Users can select the file to attach or drag and drop the file on the popup
 +
 +{{popup>erp-manual:cloud:attachment.png?300}}
  
 **Step 2:** Click confirm to close the popup **Step 2:** Click confirm to close the popup
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 To add comment click on Add button and provide the comment in the popup. To add comment click on Add button and provide the comment in the popup.
 +
 +{{popup>erp-manual:cloud:comments.png?300}}
  
 Note: User can edit only their own comment, eg: User A cannot change comment of User B Note: User can edit only their own comment, eg: User A cannot change comment of User B
 +
 +
 +===== Submit to QC =====
 +
 +After Document is Saved, click on Document Actions and then click on Submit to QC, to send the received items for QC.
 +
 +The received items will be added in the inventory only if QC is Approved.
 +
 +If QC is Rejected, the GGRN will be closed and inventory will not be updated. In this case, a new GGRN will have to be created. 
  
  
  
erp-manual/cloud/purchase/purchase-receipt.1712149689.txt.gz · Last modified: 2024/04/03 13:08 by Varun Nagrecha

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