When assets arrive at a stockroom and you receive them, a receiving slip is created
on the purchase order. You create a receiving slip line to identify the specific assets and
quantities that were received.
Role required: procurement_admin or procurement_user
If the asset already exists, the asset record is updated when you save the receiving
slip line. If the asset does not already exist, a new hardware or software asset
record is created. The Model category and
Configuration item fields are automatically filled in on
the new asset record based on information in the request, purchase order, or
receiving slip. If Asset Tag and Serial
Number information exists, it is not overwritten.
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Navigate to and open a receiving slip.
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In the Receiving Slip Lines related list, click
New.
The following fields are completed automatically.
- A Number is assigned.
- In Received, the current date and time are
added.
- In Received by, the currently logged in user
is added.
-
In Purchase Order Line, click the reference lookup icon
and select a purchase order line.
The Purchase Order Line field is mandatory if the
parent receiving slip has an associated purchase order. Only purchase order
lines that are associated with the same purchase order linked to the parent
receiving slip are available to select.
-
In Quantity, enter the number of items received. For
example, five items were ordered, but only two are being received.
- (Optional)
Edit the Received by, Requested
for, and Unit cost fields, as
needed.
-
Click Submit.
After you create a receiving slip line, the Receiving
stockroom field on the Receiving Slip record becomes
read-only.
