Step 1: Create a non-purchase order receipt

  1. Select Materials > Transactions > Non-PO Receipts.
  2. Click New Record.
  3. Specify this information:
    Organization
    Select the organization for which to create the non-purchase order receipt if you use multi-organization security. You must belong to the organization you select.
    Non-PO Receipt
    Specify a description of the non-PO receipt in the adjacent field. A number is automatically assigned to the non-PO receipt once you save the record.
    Status
    Select the status of the non-PO receipt. An Unfinished status is automatically assigned to the non-PO receipt, or the equivalent user code status.
    Note: If Hold for Work Order - Activity is specified on a line of the Parts tab, when the transaction is approved, the part is received to Held Items rather than to stock.
    Supplier
    Specify the supplier from which the materials were purchased.
    Store
    Specify the store to which the materials were received.
    Reference Number
    Specify the reference number for the receipt transaction. The reference number can be a credit card approval number, a verification code, a transaction reference number, etc.
  4. Click Save Record.