How to Setup Material Receipts
Follow the below steps to Setup Material Receipts
- 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.
- 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.
- 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.
- Allow Material Receipts Without Purchase Order: Enabling this option will allow the users to create Material Receipts without having an associated purchase order.
Related Articles
How to Setup Purchasing Settings
Follow the Process to setup Purchase Settings Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting General Settings Product Item Prefix: It is a pre-defined set of characters or digits added ...How to setup Portal Settings
This article will help you to set up the Portal settings under Company Settings The default quantity rate unit for the 5 activity items can be specified in the Portal Settings. Additionally, placeholders can be utilized to configure the default ...How to Setup the Company Settings
This article will help you to set up the Company Logos, Units, Tax Rates, Accounts, Portal, App, Finance and Communication settings etc. Please follow the below steps to set up the Company Settings Navigate to the Web Portal and login On the ...How to Setup Timesheet Settings
Timesheet settings refer to the configurable options and preferences that can be adjusted to customize the behavior and functionality of a timesheet, Jobsheet and Leave Request forms Navigate to the Web Portal and login On the left-hand main menu, ...How to Setup Dayworks
This article explains to setup the Dayworks Dayworks is a way for contractors to track work each day that has been requested from a client to perform work that is outside of what has been quoted. The Dayworks form is to be filled out by the field ...