How to Setup Material Receipts

How to Setup Material Receipts

Follow the below steps to Setup Material Receipts
  1. Navigate to the Web Portal and login
  2. On the left-hand main menu, select Purchasing and Bills> Purchasing Setting
  3. Number of Receipt Approvals Required: You can choose up to 2 individuals to approve the Material Receipt submission. Some organizations may require multiple levels of approval for Load Docket Approval, while others may only need a single level.
  4. Material Receipt Instructions: This section allows you to define specific instructions or guidelines for users when creating Material Receipts. It can help ensure that the receipt process is standardized and clear to all users.
  5. Automatically Receipt Materials after Bill Matched: Enabling this option will automatically generate Material Receipts when a bill is successfully matched with a purchase order. This streamlines the process by automating receipt creation.
  6. Allow Material Receipts Without Purchase Order: Enabling this option will allow the users to create Material Receipts without having an associated purchase order.