Purchase Order Receipt-Marking PO Received

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Posted on by Community Member Microsoft Employee

I'm struggling with marking a purchase order as received and I'm not sure why. All the training I'm finding on this piece seems to be outdated because I do not see fields anywhere close to what I am working with.

If I go into the part line on the purchase order the quantity received fields are locked and I am unable to change the PO to parts received. Am I missing a step that I'm not seeing the training material?

Thank you in advance for your help!

Shelley Grimm

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Community Member Microsoft Employee on at

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RE: Purchase Order Receipt-Marking PO Received

My boss helped me and showed me what I was doing wrong! Opps!
Community Member Microsoft Employee on at

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RE: Purchase Order Receipt-Marking PO Received

Thank you! I unfortunately do not have "receipts" as an option
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Thomas David Dayman 11,323 on at

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RE: Purchase Order Receipt-Marking PO Received

You don't change the parts line directly to received. You instead create a purchase order receipt and and add a purchase order receipt product to mark the parts line as received.

Example:

You place an order for Product A with Quantity 1.

Create Purchase Order

Create Parts Line (Product A & Quantity 1)

You then receive Product Aand now you want to mark the parts Line as 'Received'

Go to your Purchase Order and Create a Purchase Order Receipt

Then you go into Purchase Receipt products and mark the product as received
Community Member Microsoft Employee on at

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RE: Purchase Order Receipt-Marking PO Received

Right, I've tried to do that. It looks like the field where you modify the quantity received for the part line has a lock next to it. I'm thinking that may just be a setting we're missing.
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Thomas David Dayman 11,323 on at

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RE: Purchase Order Receipt-Marking PO Received

Hi Shelley :)

You should go like this:

Purchase Order > Purchase Order Receipt

- Parts Line - Purchase Order Receipt Line

- Part Line - Purchase Order Receipt Line

You first make a purchase order then you add parts lines. You then go back into the purchase order again and go and create a Purchase Order Receipt. After that you add the Purchase Order Receipt Lines (These are the products that you have received).

After all Purchase Order Receipt Lines are added then it will trigger the Purchase Order to be 'Products Received'.

https://www.microsoft.com/en-US/dynamics/crm-customer-center/create-a-purchase-order-field-service.aspx#bkmk_step5