Once an item on a GPO has been received, you will need to receipt in your Purchase Order.
To start the General Purchase Orders session in eXtend, follow one of the below paths in your menus.
NOTE: You must use this path or it will not give you all the Authorizations that you need!
Rental users, from the drop down options, select:
eXtend Rental - Process
Rental - Contracts - Process
General Purchases - Process
General Purchase Orders
Sales users, from the drop down menus, select:
eXtend Equipment - Process
Equipment - Purchase - Process
General Purchases - Process
General Purchase Orders
The General Purchase Order session will display all general orders. Carrier PO's will display Rental in the Origin column and the Order will start with "CP".
To receipt in your General Purchase Order (including CPO's):
- Click on the icon that looks like a box with an arrow in it (aka. Zoom), next to your General Purchase Order. This will open a new session window to display the details.
- Click on the Actions button and select Purchase Order Lines from the drop down list.
- A new session will open displaying the purchase order lines. Make any changes needed and enter the invoice number or packing slip information in the Packing Slip Number field.
- Select the line item(s) that you are receiving in and then click the Actions button. From the drop down list that is displayed, select Receive Full Quantity.
- A pop up window will be displayed showing that it was successfully completed. Click OK.
- Click the Save & Exit button to exit the receipt process.
- Click the Save & Exit button to exit the General Purchase Order Lines session.
- Click the Save & Exit button to exit your General Purchase Order session. This will return you to the list of all General Purchase Orders.