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Receiving screen

The Receiving screen allows the user to receive inventory items, manage purchase orders, and import purchase order data from a formatted Excel file.

Use the Receiving screen

1. Log In to the Data Center Application to display the Data Center ribbon menu.

   

2. Select Receiving > Receiving from the main menu to display the Receiving screen.

   

3. Complete the desired procedure(s) with onscreen features.

   Select Vendor list	Click a vendor name in the Select Vendor list to display only purchase orders for that vendor. (Click the All vendor name to display purchase orders for all vendors.)
   Receive By Packing Slip button	Click the button to receive a packing slip for the selected vendor. (This button is available only when a vendor has been selected.)
   From and To fields	Enter dates in the From and To fields to display only purchase orders from that date range. (These fields are active only when the All Dates checkbox is noit checked.)
   All Dates checkbox	Check the All Dates checkbox to display purchase orders from all dates. Uncheck the All Dates checkbox to activate the From and To fields.
   Refresh button	Click the Refresh button to activate the selected list restrictions.
   PO# drop-down, blank field, and Search POs button	Select an option from the drop-down, enter all or part of the desired identifier in the text field, and click the Search POs button to display only purchase orders that contain the entered text.
   Template button	Click the button to export the purchase order template format to an Excel file. (This button is available only when a vendor has been selected.) Refer to Import Purchase Order Data for more information.
   Import PO button	Click the button to import purchase order data from a formatted Excel file.(This button is available only when a vendor has been selected.) Refer to Import Purchase Order Data for more information.
   Details button	Click a purchase order's Details button to display its details on the Receiving Details screen.

   • Receive Inventory Items
   • Import Purchase Order Data
   • Print a Receiving Details Report from the Receiving Details Screen
   • Delete a Purchase Order