This document provides an overview of the receive tab in MC University's purchase order module. The receive tab is used to process receipts of items on purchase orders, record invoices, and handle returns and exchanges. Key functions include adding receipt records for items received, updating inventory quantities, adding invoice information, and processing returns or exchanges which also update receipt and inventory records. The document includes examples and directs the user to interactive examples to practice the skills.

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P06|Purchase Order Receiving and Invoicing

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Receive Tab Defined
RMAs / Exchanges Tab Defined
Receive and Return Example
Agenda

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Receive Tab Overview
Handling Receipts
Invoicing Process
Receive Tab Defined

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Receive Tab used to:
• Process and list Items received
• Indicate quantity and date received
• List Invoice information
Receive Tab Overview

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Two sub-tabs available:
• Receipts
• Invoices
Receive Tab Overview (cont’d)

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Receipt summary includes:
• Receipt Number
• Receipt Date
• Received By
Multiple receipts can be added
Handling Receipts

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The following columns are displayed for
each receipt:
• Item ID and Name
• Stock Room and Bin
• Work Order Number
Handling Receipts (cont’d)

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Receipt columns (cont’d):
• Price
• Quantity Ordered
• Quantity Received
Handling Receipts (cont’d)

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Process receipts by using Add button:
• Values populated for Receipt Number,
Receipt Date, and Received By
• Bin can be modified
• Receive All or Edit quantity for partial
fulfillment of order
Handling Receipts (cont’d)

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Item is updated in Inventory module:
• On Hand quantity updated
• Increase recorded on Inventory
Transactions tab
Handling Receipts (cont’d)

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Receive All Example:
Handling Receipts (cont’d)

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Receive Specific Quantity:
Handling Receipts (cont’d)

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Interactive Example 1
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• P06 – Receiving Purchase Order Items

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Invoice can be stored on Invoices sub-
tab (if needed)
Invoicing Process

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Each invoice added shows summary
info:
• Invoice Number and important dates
• Approved By
• Costs
• Invoice Total
Invoicing Process (cont’d)

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Add Invoices using Add button:
• Values are displayed for Invoice Date and
Transaction Date
• Manually populate other fields
Invoicing Process (cont’d)

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Interactive Example 2
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• P06 – Adding an Invoice to a Purchase
Order

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RMAs and Exchanges Overview
Processing Exchanges
Processing Returns
RMAs / Exchanges Tab Defined

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Process returns and / or exchanges for
items listed on Purchase Order
RMAs / Exchanges Overview

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RMA summary info:
• RMA Number and RMA Date
• Contact and shipping information
• Tracking Number
• Approved By
RMAs / Exchanges Overview (cont’d)

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Add button used to add new RMA or
Exchange:
• Information added for new RMA Number
and Date fields
• Manually populate other fields
Processing Exchanges

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Edit quantity to be exchanged (or
Return All) for Line Items
Inventory quantities are adjusted
Processing Exchanges (cont’d)

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Purchase Order Line Items will reflect
adjusted quantities received
New Receipt can be added for
exchanged merchandise
Processing Exchanges (cont’d)

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Returns handled same as exchanges
with one exception:
• Order quantity for Line Items must be
adjusted to match quantity after return
Processing Returns

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Example of processing a Return:
Processing Returns (cont’d)

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Example (cont’d):
Processing Returns (cont’d)

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Interactive Example 3
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• P06 – Returning an Item on a Purchase
Order

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Receive Example
Return Example
Receive and Return Example

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Receiving ordered Items example:
Receive Example

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Example (cont’d):
Receive Example (cont’d)

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Example (cont’d):
Receive Example (cont’d)

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Returning Items example:
Return Example

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Example (cont’d):
Return Example (cont’d)

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Example (cont’d):
Return Example (cont’d)

35. Thank You for
Watching!