Purchase order receiving process

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Posted on by olegvi

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Hello Group,

My questions is about Purchase Order Receiving process.

If I understand correctly, the PO receiving is done by typing the quantities to receive on the PO line. This implies that the person in the warehouse should have access to the Purchase Order screen.

If I want to prevent the warehouse users accessing the PO directly, how should I go about it? Is there another screen that allows warehouse worker only do the receiving part without seeing the entire PO with costs, etc.?

Thank you.

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darcnus 253 on at

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Yes - in the Role Center (Gear -> My Settings -> Role) and in the Security Roles, there is an option for a Warehouse employee. They basically post shipments and receipts.
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Community Member on at

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Oleg,

Happy New Year. I will answer your question in 2 ways...

1st - You can create a new Profile that limits the Purchase Order document page to specific fields the User should populate for Receiving. You would remove all the fields not relating to Receiving. This is nice approach but if you do not want to do this then I offer the next option.

2nd - You can make the Location setup with Require Receive (pic below). This will mandate that a Warehouse Receipt document be created and your Warehouse Receivers will go to this document to Post Receive (pic 2 below). You can expand this to include Sales Order Shipments to keep Warehouse users out of Sales Orders.

Hope this answers your question.

Thanks,

Steve
olegvi 839 on at

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Thank you Steve,

Just to clarify, following the method #2 will activate a separate document type of Warehouse Receipt, where warehouse people will see PO Lines and will receive against them. Is that correct?

Happy New Year to you too!

Oleg.
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Community Member on at

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Oleg,

Yes, it is a separate document, generated off the Purchase Order(Action/Warehouse/Create Warehouse Receipt) or Warehouse Receipt/New and you can Get Source Documents.

Or

Note: If you give the User a Profile = Shipping and Receiving their Role will look like this:

Thanks,

Steve
olegvi 839 on at

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This is great!

Thank you Steven!