How to Mark Purchase Orders as Received [Step-by-Step Guide]

You can mark purchase orders as received to prevent further receipts against them.

To do so, the orders must be in the receiving state, and none of the associated receipts can have any of the following statuses: cancellation requested, cancellation failed, ready to send, or sent to warehouse.

NOTE: Be sure to understand how purchase order statuses and receipt statuses are linked by referring to How Does Partial Fulfillment/Receipt Work before continuing.

This article is divided into the following sections:

• Marking a batch of purchase orders as received
• Marking a single purchase order as received

NOTE: Make sure that you are operating at the right vendor or warehouse beforehand.

MARKING A BATCH OF PURCHASE ORDERS AS RECEIVED

To mark a batch of purchase orders as received:

1. Find the desired purchase orders by clicking on Purchase Orders from the left menu and using the provided filters.

NOTE: To quickly find the relevant orders, you can set the quick filter to Status Receiving. 

2. Select the desired orders by checking the checkboxes next to them.

3. Press Actions.

4. Click Mark Orders as Received.

5. Click OK.

As a result, a message displaying the outcome will appear. 

Failed selected orders, if any, will be recorded in the purchase order processing log.

MARKING A SINGLE PURCHASE ORDER AS RECEIVED

To mark a single purchase order as received:

1. Find the desired purchase order by clicking on Purchase Orders from the left menu and using the provided filters.

NOTE: To quickly find the relevant orders, you can set the quick filter to Status Receiving. 

2. Click the desired purchase order number.

3. Press Action.

4. Click Mark Order as Received.

5. Click OK.

As a result, a message displaying the outcome will appear.

If failed, the result will be recorded in the purchase order processing log.