The Purchase Order Receiving module opens a receiving batch, validates the batch, and posts the batch.

1. Select Field Tools or Financial Controls > Purchasing > PO Receiving.
2. In the top section, find your purchase order.
   1. Use the Job and Vendor filters to find the PO, or if you know your PO number, enter it in the Purchase Order field.
   2. You can also limit your receiving to a specific item or phase. Choose that Item or Phase from the respective fields.
3. If you have any attachments to add, such as a copy of the invoice or packing slip, make sure you save it to your device.
4. In the next section, the Batch Month defaults to the current month, and the Date of Delivery defaults to today's date. You can modify these fields as needed.
   You can optionally add Notes. Notes entered here are shown on the Notes tab in PO Receipts Entry in Vista.
5. Record the items you received. You can either do this automatically by uploading an image of your PO packing slip, or manually by entering units received and adding attachments.

   Auto PO Receiving – automatically record the items you received:

   1. Select Run OCR.

      Your file manager opens.

      OCR stands for Optical Character Recognition, which converts image into text. Vista Web then uses AI to extract the Receiving # and Remaining Units, and prefills these fields on the PO.

   2. Choose your packing slip file and select Open.
      Note: Files can be in the following formats: JPEG, PNG, BMP, PDF, or TIFF.

      Additionally, the Auto PO Receiving OCR feature does not work if the packing slip is blurry or torn. If there is an issue with OCR, the feature defaults to the standard PO Receiving functionality, where you add attachments and enter units manually.

      You will see a notification that the OCR process has been queued. When this process completes, you will see a bell notification. The Receiving # and Received units are automatically populated on the purchase order.

   3. Edit the fields as needed.

   

6. Alternatively, manually enter your PO receiving data:
   1. Enter the Receiving #.
   2. For each item, enter the units you received in the Received field. If everything was received in full, scroll down to the bottom and select Receive All.
   3. You can add attachments, such as a packing slip, to your purchase order.
      Tip: If you are on a desktop, you will be able to search or drop attachments. If you are on a mobile device (phone or tablet), you will be able to access your camera and pictures.

      To add attachments to one line at a time:

      1. Select the paperclip icon next to the line item.

         The Add Attachment popup window displays.

      2. Choose your attachment, and select Save.

         The attachment will be added to that particular line item.

      To add attachments to multiple lines at once:

      1. Enter the units Received for all items listed on the packing slip.
      2. Select the paperclip icon in the header.

         The Add Attachment window displays.

      3. Choose your attachment, and select Save.

         The attachment will be added to all lines that have a Received value.

         

7. When you have competed entering your received items, select Submit.

   Remaining units will update on the PO Dashboard once the PO has been initialized in AP.