Purchase Order Receipts
Purchase order receipts help you track delivered items, maintain accurate financial data, and streamline invoice creation. When you record receipts, you ensure your organization reflects what you have received, reduces encumbrances automatically, and improves downstream accounts payable processes.
Use purchase order receipts to record delivered items against an existing purchase order. Each receipt includes a summary record and associated line items, so you can capture details at both the overall and item levels.
When you create a receipt, you:
Automatically reverse encumbrance transactions created by the purchase order, which ensures your financial data stays accurate without manual adjustments.
Create a reliable foundation for invoice entry, because the receipt provides a clear record of what you received.
Track delivery details, such as who placed the order and when items were delivered.
Add a Purchase order receipt
Enter receipt details, such as the purchase order, the requester, and the delivery date.
Save the receipt.
After you create a receipt, manage the individual items included in the delivery.
Open the receipt.
Add, edit, or delete line items to reflect the delivered quantities and items received.
Add line items
From Payables, open Receipts to review and manage all receipts. You can also review receipt activity from a purchase order record.
Tip: Use receipts to confirm delivered quantities before creating invoices to reduce discrepancies. Keep line items accurate to ensure invoices match what your organization received.