Receive the purchase order and issue material to job

Receive the purchase order and issue material to job

Part 1: View items at vendor
1. Click the Open icon on the toolbar.
2. Type item at vendor in the Filter field.
3. Click the Item at Vendor Report list item.
4. Click the OK button. The Item at Vendor Report form opens.
5. Type 5 in the Vendor Starting field.
6. Press Tab. The Vendor Ending field populates.
7. Click the Preview button. The Item At Vendor Report opens in the Report Viewer.
Note: the Qty Shipped.
8. Click the X on the Report Viewer.
9. Click the X on the Item At Vendor Report form.
Part 2: Receive items from vendor
1. Click the Open icon on the toolbar.
2. Type purchase order receiving in the Filter field.
3. Click the Purchase Order Receiving list item.
4. Click the OK button. The Purchase Order Receiving form opens.
5. Type [your po number] in the PO Number field. This is the PO Number created in Exercise 1.4.
6. Click to select the Select check box for the first line.
7. Click the Receive button. A dialog box opens with the message, “[PO Receiving Transaction] was 
posted. [Job Material Transactions] will be performed. Ref Type is J [your job number] 30 for PO 
Line/Release that has [PO: P00000000X] and [Line: 1] and [Release: 0].”
8. Click the OK button. A modal form opens with the message to “Add Lot.”
9. Click the OK button. The Job Material Transactions (Modal) form opens.
10. Click the Process button. A dialog box opens with the message, “1 Job Material Transaction(s) 
were posted. [Post Job WIP Move Transactions] will be performed. Ref Type is J [your job 
number] 30 for PO Line/Release that has [PO: P00000000X] and [Line: 1] and [Release: 0].”
11. Click the OK button. The Post Job WIP Move Transactions (Modal) form opens.
12. Click the Process button. A dialog box opens with the message, “[Post Job WIP Move 
Transaction(s)] was successful.”
13. Click the OK button. A modal form opens with the message to, “Add Lot.”
14. Click the OK button. The Purchase Order Receiving Auto Voucher (Modal) form opens.
15. Click the OK button. A dialog box opens with message, “Voucher [Voucher XXX] has been 
created. 1 Pending PO Receiving Transaction(s) were posted.”
16. Click the OK button.
17. Click the X on the Purchase Order Receiving form.
Part 3: Confirm items at vendor records have updated
1. Click the Open icon on the toolbar.
2. Type item at vendor in the Filter field.
3. Click the Item at Vendor Report list item.
4. Click the OK button. The Item at Vendor Report form opens.
5. Type 5 in the Vendor Starting field.
6. Press Tab. The Vendor Ending field populates.
7. Click the Preview button. The Item At Vendor Report opens in the Report Viewer.
Note: this report will be blank since there are no more items at the Vendor as they have been 
received on the purchase order. 
8. Click the X on the Report Viewer.
9. Click the X on the Item At Vendor Report form

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