Preconditions:
- Order created with at least one purchase order line (POL)
- POL is not a Package
- The POL is connected to a record in "Inventory."
- "Workflow status" of Order is "Open"
Steps:
From the "Apps" menu in the upper-right corner of the screen, select the "Orders" app.
Navigate to your order in the "Orders" app by searching for it in the left-hand pane.
Click on the order information displayed in the search result; the purchase order should display in the right-hand pane.
Scroll down in the right-hand pane until you see the POL you want to receive; click on the POL number or the title to display the POL. At the top of the pane, you should see the words "PO line details" followed by the POL number (e.g., 12971-1).
Click on the blue "Actions" button and select "Receive" from the drop-down list.
When you select "Receive" form the drop-down list of actions, you will be taken to the "Receiving" app and a line of information about the title you want to receive will display in the center pane. Click anywhere in the line of information to open the right-hand pane.
Click on the "Receive" button that you see in the "Expected" accordion.
On the "Receiving" screen, one of the columns is labeled "Select location;" clicking on the "Assign a different location" link in this column allows you to change the location of the piece you are receiving.
Click on "Assign a different location" to change the location for at least one piece to a location that did not appear on the POL.
Once you have selected the desired location and filled in any other applicable fields on the receiving screen (such as "Barcode"), click the small checkbox on the left side of the Receiving screen. This enables the blue "Receive" button in the bottom right corner of the screen; click the "Receive" button to receive your piece.
Expected results:
A message pops up on the screen to indicate that the piece is successfully received.
Related item record (if there is one - Item would need to be created manually if using "Manually add piece for receiving" workflow) is moved to the correct holding record in inventory based on location detail.
Please note: This process does not delete the holdings record to which the Purchase Order Line was originally attached! It creates a NEW holdings record and attaches the item record created at the point of ordering to the new holdings record. You must open the Inventory app and manually delete the unneeded holdings record after receiving the material on the newly created holdings record.