Select Order

Use this form to select the orders and lines you are receiving from the supplier. You can only view orders of the supplier selected in the receipt header. If you are using Import Costing function, and have added purchase orders to a shipment, you can't select those orders in this form orders in a shipment must be received using the Shipment Entry form).

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Unselected Orders Table

This table displays all the purchase orders of the selected supplier that have at least one line with an unreceived quantity some orders may have lines that are already fully or partially received and/or invoiced).

If you enter a purchase order reference into the Unselected Orders field (or search for and select one), Greentree goes to the selected order within the table, enabling easy positioning to an order without having to scroll through the full list.

You can select individual orders from this table by highlighting the order, and clicking the Select button to move it into the Selected Orders table. You can highlight the order and click Deselect from the Selected Orders table to move the order back to the Unselected Orders table.

Information When you position to an order within the table, the line detail of the order displays in the table at the base of the form. You can also select a purchase order to include in the receipt by clicking the Select box on the order line. You can select an entire order to receive, or just specific lines within the order.

Selected Orders Table

This table displays all the orders that you have selected to include in the receipt. Orders can be removed from this table at any time by highlighting the order and pressing the Deselect button. This will move the order back to the Unselected Orders table

You can press Unselect All to move all orders from the Selected Orders table to the Unselected Orders table.

Information When you are positioned to an order within the table, the line detail for the order displays in the table at the base of the form, and each order line will be selected. If you want to exclude a specific lines from inclusion in the receipt, you deselect the Select box on that line.

As orders/lines are selected for receipt, they populate to the Line Items form where you can review and edit the received quantity for each line as applicable before the receipt transaction is processed.