Receiving Cross-referenced Items

Use the Purchase Order Receiving form to receive an item on a purchase order that is cross-referenced to a customer order, a job, or a project.

Note: If the purchase order line item you receive is cross-referenced, you may need additional permissions to successfully complete the transaction.

On the Purchase Order Receiving form, select a vendor.
Update any header information, if necessary, such as GRN Receipt, Packing Slip, or Trans Date.
Select a purchase order.
Update any information about the selected PO.
Click Receive to receive the PO. The next step in the transaction varies depending on the type of cross-reference associated with the item:
- Order: When a PO line cross-referenced to a customer order is successfully received, the Order Shipping form is launched, where you can then ship the item to the customer who placed the order.
  At the time of a purchase order receipt, if the item (which is reserved) is cross-referenced to an order, the system automatically creates a reservation for the line item equal to the ((qty ordered - qty shipped) + (qty returned - qty reserved)) up to the amount that was received. If more is received, the extra goes into inventory.
- Job: When a PO line cross-referenced to a job is successfully received, the Job Material Transactions form is launched to issue the item directly to the job that it is cross-referenced to. Then go to the Post Job WIP Move Transactions form to move the material received from the PO onto the job.
- Project: When a PO line cross-referenced to a project is successfully received, the Project Resource Transactions form is launched.
- SRO: When a PO line cross-referenced to a SRO is successfully received, the Service Order Transactions form is launched.

In all cases, a successful PO Receiving transaction is committed whether or not the cross-reference function is successful. If the cross-referenced function is not successful because you lack the required permissions, the receipt transaction is not backed out.