Creating a Vendor Receipt

In order for a Vendor Receipt to be created, the corresponding Vendor Commitment must have a Status of Committed.

To create a Vendor Receipt from the Project Dashboard:

1. From the Project Dashboard, select Vendor Receipt from the Documents list, and click Add.
   
   
2. In Commitment, lookup or enter the Commitment to link to the Vendor Receipt. This field is required.
   Note: Only Commitments with a Status of Committed will appear in the lookup.
3. In Received By, enter or lookup the person who received or is responsible for the material or service.
4. Save the document.
5. On the Items tab, add Qty information as needed.
6. On the Details tab, final receipts can be indicated.
7. Add Attachments and create a Route if necessary.
8. Either route the document or Save and Close the document.

You can reopen the document as needed to make changes.

Note: Before you change the Status to Received, you must lookup a Received By user.

Statuses for Vendor Receipts
Both Received and Cancelled are final statuses, which close the document, and it can no longer be changed.