• Click on Purchase Order Menu and then open the Purchase Request for which Receipt - Vendor. Click on Document Actions and click on Receipt - Vendor.

• Header
• Line Items
• Additional Info
• Payment Terms
• Summary
• Save Document
• Attachment
• Comments
• Approval

Header Details are automatically added from Purchase Order.

Line Items are automatically added from Purchase Order.

Payment Terms are automatically added from Purchase Order.

This section will show the following key information

• Values: Total value of the transaction, including tax, discount, total payable
• Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to
• Status of the document

After all changes are done, it is necessary to Save the Document, by clicking the button “Save Document”, If this is new Document, system will assign the Document ID and Code after it is saved for the first time.

On saving the document, system will automatically create Batch items for all Items.

Note: For documents with currency other than Home currency, system will automatically set the cost in the Current currency and Home currency.

Note: Attachments can be added only after document is saved.

Step 1: After the document is saved, click on Add button in the Attachment section. This will open a popup for file selection.

Users can select the file to attach or drag and drop the file on the popup

Step 2: Click confirm to close the popup

Note: At a time only one attachment can be uploaded.

Note: Comments can be added at any time, even if the document status is pending or closed.

To add comment click on Add button and provide the comment in the popup.

Note: User can edit only their own comment, eg: User A cannot change comment of User B