Create a receiving slip

Receiving slips are created automatically during the process of receiving assets. You can also create receiving slips manually.

Before you begin

Role required: procurement_admin or procurement_user

About this task

After a receiving slip has been created for a purchase order, all fields on the purchase order record are changed to read-only.

Procedure

  1. Navigate to Procurement > Receiving > Receiving Slips.
  2. Click New.

    A Number is assigned automatically. The current date and time is added automatically to the Received field.

  3. Select a Purchase Order.
    Only purchase orders with a status of Ordered, Pending Delivery, or Requested are listed in the selection window. The Vendor column lists the vendor specified on the purchase order. The Ship to column lists the destination stockroom specified on the purchase order.
  4. Select a Receiving Stockroom.
  5. Click Submit.

What to do next

Add a receiving slip line to the receiving slip to identify the items from the purchase order that were received.