PO Receive

PO Receive forms allow you to easily search for the PO you need to use, then look at each order of different items on that PO and be able to see how many items you should of received. 

 

Open the PO Receive form and search for the PO number you need to receive.  You can input a partial of the PO number and will bring back all PO's related to what you searched.  Below you see the list of PO's that match the search 00003.  In this example we will be working with the top PO in the list.

A browser view.

A Mobile view.

 

Once you have selected the PO from the list you will see the screen below.  This allows you to see many things about the PO.

  1. The left hand side displays the PO number and information on the PO that is specified on the form when made by your administrator.
  2. The right hand side has dog tags that have information on the different line items in the PO.  This PO has 3 different line items.  You can see how many were ordered on each dog tag.

 

 

On a Mobile device the PO information will display shown below.  You can hit the up arrow at the bottom of the screen to pull up the list of different items in the PO, shown in the second image below.  If you hit the down arrow it will bring back to the PO information.

 

There are two different ways to receive items on a PO.  The item is either an asset, that needs to be tagged or a consumable.  Consumables are items that are not asset tagged. 

  1. If the item on the list does not need to be asset tagged, you can click on the icon shown below to switch between receiving an asset or a consumable.
  2. On a consumable you use the +, - buttons to set how many you have. Here we have all 3 so we set it to 3.

If the item is an asset that needs to be tagged, then you would click on the dog tag and it will take you to the screen below. This will allow you to scan the Asset tag and Serial number of the received item.

  1. The form is ready for you to scan Asset Tag first, and then Serial number second.
  2. The left hand side has information on that line item.
  3. As you are receiving new assets all assets will populate the list as rogue.
  4. Once you have completed scanning you can click the orange arrow to take you back to the PO line item screen.

On a browser.

On a mobile device, the line item info will be displayed, shown below in the first image.  Hitting the up arrow at the bottom will bring up the asset collection screen, shown in the second image.  To get back to the different line items, hit the back arrow.

After you have completed going through your PO, you can review what you have received before you upload it. In this example below, we have received all items expected in this order except for 1 of the XPS 15z in the last line item. We then upload by clicking the orange cloud icon in the bottom right corner. Once the records are published, that PO will show that Line item 2 only received 2 when 3 were ordered.