Purchase Receipt

Purchase Receipt template allows the user to receive goods or services from the spreadsheet.

Create PO Receipt

Create PO Receipt functionality allows the user to receive an open Purchase Order from the Excel spreadsheet. Users have the flexibility to either receive a part or full purchase order. Create PO Receipt functionality supports receiving amount-based POs, quantity-based POs, Non-Project POs, and POs charged to the Project.

Get My Open POs

Get My Open POs functionality allows the user to download open PO where the user is either a Requester or a Preparer. Data downloaded includes Vendor Name, Vendor Number, Vendor Site Code, PO Number, PO Line Number, PO Shipment Line Num, PO Dist Number, Requisition Number, Requisition Line Number, Item Description, Need By Date, Original Quantity Ordered, Original Amount Ordered, Matching Basis, Transaction Type, Business Unit, Charge Account, Project Name, Project Number, Task Name, Task Number, etc. The user can review downloaded data and selectively perform partial receipt or full receipt.

Get PO Details

Get POs Details functionality allows the user to download open POs based on the PO Numbers. The user can enter one or many PO Numbers in Excel and use “Get PO Details” to fetch details from Oracle. Data downloaded includes Vendor Name, Vendor Number, Vendor Site Code, PO Number, PO Line Number, PO Shipment Line Num, PO Dist Number, Requisition Number, Requisition Line Number, Item Description, Need By Date, Original Quantity Ordered, Original Amount Ordered, Matching Basis, Transaction Type, Business Unit, Charge Account, Project Name, Project Number, Task Name, Task Number, etc. The user can review downloaded data and selectively perform partial receipt or full receipt.

Get PO Details for Return

Get POs Details functionality allows the user to download Receipt based on the PO Numbers. The user can enter one or many PO Numbers in Excel and use “Get PO Details for Return” to fetch details from Oracle. Data downloaded includes all fields mentioned in “Get PO Details”, additionally data of Receipt Number field also gets downloaded in the spreadsheet. The user can review downloaded data and selectively return partial receipt or full receipt amount.

Related Topics - Purchase Receipt

1)Required roles for Purchase Receipt

The user must have RCV_SUBMIT_RECEIVING_TRANSACTION_MANAGER_WEB_SERVICE_PRIV (Submit Receiving Transaction Manager Web Service) role to upload Receipt transaction.

2) Purchase Receipt Demo:

3 )Purchase Receipt Demo: Error Reporting:

4) The accounting date of Receipt transaction

Receipt transaction gets accounted based on the Transaction Date.