PO Receiving Configuration

The PO Receiving feature allows users to record Purchase Order deliveries through the portal.

You must be a System Admin in the portal in order to complete this configuration.
  1. You must first complete the configuration steps found in Purchase Order Configuration.
  2. Go Admin > User Access and filter to PO. For each user who will be creating POs, select the License Type of Field Management or Financial Controls to ensure your counts are added correctly.
  3. Staying on the User Access page, assign those who will be receiving POs the PO Receiving permission. If your users are only going to be using the PO Receiving feature of the PO Module, you do not need to enable any other purchase order permissions.
  4. Review the settings in Admin > Portal Settings > Purchase Orders > Receiving. These settings are not required but may contain features or options you may want to modify.
    1. To prevent users from submitting POs with negative remaining units, enable the setting Do not allow negative units on PO receiving by selecting the checkbox.
    2. To require attachments on receiving items, enable the setting Require Attachments when Receiving by selecting the checkbox.