Purchase Order Receipts

Jessica Stickels
Jessica Stickels
Fifth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Hi. Are there any plans to streamline the PO receipt process? Currently I have to know what line number each item I want to receive is on the PO, meaning I either have to have a physical copy or the PO open in another window. While this might not be an issue if I only have three line items, it certainly is an issue when I have POs over 50 line items. 50 times, I have to enter or search for a line number.

Why does the receipt not auto generate all open items on the PO then allow me to adjust quantities or remove items as needed to match what has been received? Or at least give me a check list of all items so I can check/uncheck which items I want to receive?

Answers

  • Hallie Hurwitz
    Hallie Hurwitz Blackbaud Employee
    Sixth Anniversary Kudos 2 Name Dropper Participant

    Hi @Jessica Stickels - If you click the 'Receive all' option on the receipt, it will autofill all remaining open line items. You should be able to make any necessary adjusts from there.

    Hopefully this helps!

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