Purchase Order and Warehouse Receipt Process Guide

Creating a Purchase Order

1. Navigate to the Business Manager Role Center
2. Open Purchase Orders
3. Click "New" to create a new Purchase Order
4. In the new Purchase Order:
   • Select a Vendor using the lookup function
   • Enter Vendor Invoice No.: 78978989
   • Select an Item using the lookup function in the lines
   • Select a Location Code using the lookup function
   • Enter Quantity: 100

Creating and Processing Warehouse Receipt

1. Click "Create Whse. Receipt" on the Purchase Order
2. In the new Warehouse Receipt:
   • Select an "Assigned User ID" using the lookup function
   • Click "Create a License Plates" in the lines subform
   • Confirm the creation when prompted

License Plate Creation (Optional)

1. In the LP New Card window:
   • Click "New" in the License Plate Lines
   • Select the appropriate line from the Whse. Receipt Subform
   • (Process was cancelled in this recording)

Posting the Warehouse Receipt

1. Click "Post Receipt" on the Warehouse Receipt
2. Confirm the posting when prompted
3. System will confirm:
   • Number of source documents posted: 1 out of 1
   • Number of put-away activities created: 1

Processing Warehouse Put-away

1. Navigate to Warehouse Put-aways
2. Open the created put-away document
3. Click "Register Put-away"
4. Confirm the registration when prompted
5. Close the Warehouse Put-aways page

Important Notes

• The system will create necessary warehouse documents automatically
• Confirmations will be required at several steps
• All lookups (vendor, item, location) must be selected from existing records
• The process includes several automated system messages confirming successful operations

Recording

Recording

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