The PO Receiving transaction allows you to receive against Dynamics GP purchase orders and create the corresponding Receiving transaction in GP for posting and matching against invoices.

Standard Single Purchase Order Receiving

Select Purchase Order to Receive

Vendor — Filters open purchase orders by the vendor the shipment is received from. This is an optional field for standard PO receiving.

Site Filter — Filters purchase orders based on the site assigned to order lines. This is an optional field for single purchase order receiving.

Item Filter — Filters open purchase orders by a specific item number.

PO # (Purchase Order) — The purchase order number to receive against. The available purchase orders are filtered by any applied filters and the PO status in GP.

FlexField1 = Vendor Document Number — Enable FlexField 1 to capture the Vendor Document Number (such as a packing list number). This is required if receiving will create a shipment/invoice versus a shipment. Receipt Type setup options are Receive Only and Receive & Invoice. Configure this setting: Receiving Flex Field 1 to Vendor Document Number = true

Receive Items

Rec To Site — Allows receiving to a different site than the site assigned on the order line. This field appears only if enabled in GP. To find the setting in GP: Tools > Setup > Purchasing > Purchase Order Processing

Purchase Order Processing setup window showing the option to allow receiving to a different site

Item — Select the item and purchase order line to receive.

When Merge Items on Single PO Receiving = true, if multiple lines on the same PO share the same item + site + unit of measure, the order lines merge into a total expected quantity. The receipt is applied based on the order of the PO lines. When set to false, you must select the specific order line from the lookup list, and the receipt is applied only to the selected line.

When Allow Mfg Code Assignment = true, if the entered item number is not recognized in GP, you are prompted to associate the item number to the GP item number. The association is stored in GP under the Manufacturer's Item Number Maintenance screen. Any items set up here are supported within PanatrackerGP as valid entries and translate to the GP item number when scanned.

To Bin (multi-bin environments) — The default is based on the Receiving Bin Choice setting:

• Site Default — Purchase Receipts under Site setup
• Item Default — Purchase Receipts under Item+Site setup
• Last Bin — User enters a receive to bin and it remains defaulted for the next item until changed
• Priority Bins — Select from the Priority Bins setup for the Item+Site
• User Entry By Item — User enters or scans for each item

Related settings include Allow Creating a New Bin at Receiving. If the bin does not exist, it is automatically created. Use this setting with caution.

UOM — Returns the UOM on the PO line.

When Use UOM for Receiving = true, you can receive in a different unit of measure for the item. The unit of measure conversions must be set up properly in GP to support the calculation on the corresponding unit of measure schedule. Partials that don't equal the unit of measure on the PO line cannot be accepted. For example, if the PO line UOM is "Case" and the UOM schedule defines 12 EACH = 1 CASE without decimal support, you cannot change the UOM to Each and receive a quantity of 5, as this cannot be translated to a correct quantity on the receiving transaction in GP. However, if the PO line is set as Each and you change to Case, the conversion can easily be done to log the receipt as 12 Each.

Quantity — Enter the quantity to receive when the item is tracked by quantity only.

If Bulk Item Auto Save at Receiving = true, items are scanned to receive rather than entering quantities. Each scan increases the quantity by 1.

If the item is LOT tracked, the Lot and Lot Quantity fields are enabled. Additional setting options include:

• Lot Number Assignment for Receiving (auto-assignment)
• Lot Expire Date Enabled
• Lot Manufacturer Date Enabled
• Lot Attributes Enabled

If the item is SERIAL tracked, serial numbers are captured based on the remaining quantity to receive.

Review & Submit

The Review screen displays the PO lines with the receipt quantities and status.

Submit creates the Receiving Transaction in Dynamics GP. The receipt must be posted in GP before the received inventory is available.

Receive by Vendor (Multiple Purchase Orders)

For organizations that receive a shipment from a vendor that may include multiple purchase orders, this receiving process allows you to receive the shipment in a single receipt transaction.

Vendor — The vendor must be selected for this option.

The PO # field on the first screen is skipped when using this option.

After selecting the item to receive:

PO Number — Lookup for the open purchase orders for the selected vendor and item. The PO lookup list includes the PO numbers, quantity remaining to receive on the PO, and the PO date.

Site — Populated based on the selected PO. This can be changed based on the GP rule for receiving to a different site.