Create a purchase order and receive goods

Before you start

Maintain items and categories, request materials, obtain quotations, purchase and receive goods, control warehouses and trace stock. Supplier onboarding, UNSPSC categories, federal logistics references and scanning belong here.

Step-by-step instructions

1. Create Purchase Order for the correct supplier and company, or create it from the accepted source quotation.
2. Review item quantities, prices, delivery dates, warehouses, taxes and Address & Contact. Save the draft.
3. Complete the authorized submission or approval process. Use the approved print format for issue.
4. Create Purchase Receipt from the order when goods arrive. Verify received quantities, warehouse and serial/batch details.
5. Record exceptions and quality checks before completing receipt and invoice review.

Check the result

Return to the saved record or relevant list and verify the intended values, links and status. Check the role-restricted portal or report when it is part of this task. A successful save, approval, submission and external payment are different events.

Troubleshooting

If the task is blocked, record the page name, operation, error text and time. Contact Support through an authorized channel. Remove passwords and unnecessary personal information from screenshots.

Related ERP screens

• BuyingWorkspace · Dashboards
• Item-wise Purchase HistoryReport · Reports
• Items To Be RequestedReport · Reports
• Material Requests for which Supplier Quotations are not createdReport · Reports
• Procurement TrackerReport · Reports
• Purchase AnalyticsReport · Reports
• Purchase Order AnalysisReport · Reports
• Purchase Order TrendsReport · Reports
• Purchase Receipt TrendsReport · Reports
• Requested Items to Order and ReceiveReport · Reports
• Subcontract Order SummaryReport · Reports
• Subcontracted Item To Be ReceivedReport · Reports