Recording delivered quantities

Receiving is available on open purchase orders once the order has moved beyond draft. For each line item, enter the received quantity, any backorder quantity, the unit cost, the received date and notes that help explain the delivery.

Received quantity must stay within the outstanding order quantity. This protects the order record from overstating delivery progress.

How receiving updates the project

• The purchase order line receives updated received and backorder quantities.
• The purchase order status moves to Part Received or Received based on the remaining outstanding quantity.
• A receipt record is stored for the project.
• A material job cost entry is added for the received cost.

Checks before saving a receipt

Confirm the delivered quantity against the supplier delivery docket or site count. Check the unit cost if the supplier price changed. Add a note when the delivery is partial, damaged, substituted or placed in a specific site location.