Using NolaPro > Payables > Purchasing
Receive Without PO
Receive items into inventory that did not first have a PO written.
  1. From the Main Menu, select Payables -> Purchasing -> Receive Without PO.

  2. Your screen should look similar to this:

  3. Note: If the multi-currency module is activated a message will display indicating the Purchase Order process should be used if the vendor is assigned a currency other than the one indicated in the message.

  4. Vendor Name: Enter Vendor Name (or any portion of the name) to bring up a drop-down of possible matches. If you want to search by phone, zip code, etc., use the Lookup button for detailed searches.

  5. To continue, click on the Next button. Your screen should look similar to this:

  6. Enter data in the following categories:

    1. Item Description or Code: Enter Item Name (or any portion of the name) to bring up a drop-down of possible matches. If you want to search by description, type of item, vendor, category, etc., use the Lookup button for detailed searches.

    2. Date Received: This will default to today's date, but you can either enter the date manually or click the Calendar button to select the date from a calendar.

    3. Tracking Number (BOL or Other): Enter Tracking Number from the Bill of Lading (BOL) or other shipping documents.

    4. Receive Location: Select which location these items were received at from the pull-down list. NOTE: If you do not have multiple locations you will not see field.

  7. To enter the quantity received and base costs, click on the Next button. Your screen should look similar to this:

  8. Enter the necessary information in the following categories (Note: if this vendor has been used before for this item, some of this information will be automatically filled in):

    1. Vendor Product Code: This is the product code the vendor uses to identify the item, NOT your item code.

    2. Quantity Each Received: Enter the quantity of the item you received.

    3. Notes: Enter any notes to associate with the receipt of items.

    4. Base Cost per (unit): Enter the base cost per unit.

      5. At the bottom of the screen, you will see a detailed list of the Cost per each and the Qty. of each per cost. This is so you can update this vendor's pricing schedule for this item.

  9. To save your changes, click on the Save button.

  10. Your screen should look similar to this:

  11. To return to receive more items for this vendor, click on the New Item Same Vendor button.

  12. To return to select a new vendor, click on the New Vendor button.

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