This Tech Note covers the process of inshipping goods received when they have been ordered off of a PO number.
Production dept > PO menu > Inship Goods…
This opens the "Inship" screen. The steps to locate the desired PO depend on the information you have.
If you have the PO number, you may use the “Srch PO’s” and set the search criteria "PO Num" is "equal" to your PO number .
If you wish to list all Open PO’s (those not completely received) you can click on the “Open PO’s” button and select the one that contains the Items coming in.
If you need a more extensive Search, click the “Srch PO’s” button to open the "Search Editor".
If you have located the PO with any method other than entering the PO number, highlight it in the "PO" section of the screen.
In the lower portion of the "Inship" screen, the PO lines associated with the selected PO will be displayed. This portion of the screen shows you how many of each Item was ordered, the Quantity that has been received and the Cost associated with the Item.
There are a couple options when receiving Items, depending on the circumstances.
If you are receiving the total quantity ordered of one or more Items, highlight the Item(s) and click the “Rec’v Selct” button to the left of the PO Lines section of the screen.
If you are receiving a partial quantity of the Items, highlight th Item and type in the “chng” amount in the "Change" field. This leaves the remaining Items to be received.
If you have received only part of the quantity and you will not be receiving the remaining portion, type in the amount received and then click the “Cmpl” (complete) box. This closes out the Line Item and adjusts the "Items" record appropriately.
If part of the quantity has been received earlier, that information will be displayed. Highlight the Item and add the quantity coming in now in the “Chng” field. When you move to the next PO or leave the screen, the changes will be saved and the appropriate records will be updated.