Job Management Purchasing Parts and Expense Items Receiving Purchase Orders
Receiving a Purchase Order - Direct Expense (continued)
3. The Parts Receipt form will be displayed filled in with information from the Purchase Order. Fill out this form according to your company policy and procedures. Press the Save button when finished. The data entry fields will be described below.
Reference - Enter the document number found on the parts packing list. This may be an invoice number, sales order number or a shipper number depending on your Vendor packing list format. This number will be used by accounts payable in matching the receipt to the bill that will be received for the parts.
Receive Date - This field will default to today's date; make certain to enter the exact date on which the parts were received.
Direct Expense - This option is automatically selected.
COGS Acct - The material cost of goods account will automatically default into this field; the User may select a different G/L Account number if necessary.
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