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When the delivery agreement has been recorded, a receipt agreement can be created against a vendor/supplier with an action in the ribbon. The received inventory from the supplier is then automatically reserved to the linked delivery agreement.

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Click Create Receipt Agreement(s) and the system automatically creates and posts Receipt Agreements for the Delivery Agreement. A new window opens that displays which Receipt Agreement(s) were created.

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The lines in the Delivery Agreement will then have turned bold and green, indicating that the trade items have been reserved.

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There are actions within that window where the user can release and post the Receipt Agreements. Click Batch Release Receipt Agreements to release all the Receipt Agreements in the list.

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The system will ask whether or not the Receipt Agreement should be released, click OK.

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A window will open displaying how many Receipt Agreements were released.

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To create purchase documents for all the released Receipt Agreements in the list, the user clicks on the action Batch Create Purchase Documents.

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The system will ask whether or not it should create purchase documents for the Receipt Agreement(s), click OK.

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A window will open displaying how many Receipt Agreements were processed.

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For the Delivery Agreement Lines to turn bold and green the Purchase Order(s) must be posted. (To see how Receipt Agreements are posted click here).