Demo video: Purchase Receipt from Purchase Order
Problem
Normally, the system only allows creating an invoice from the Purchase Order view. If the user wants to create a receipt for a purchase order, they need to navigate to Accounting > Vendors > Receipts, press Create, and manually add information which is very time-consuming and is convenient for your purchase process management.
Solution
- This module supports creating a receipt right from the Purchase Order view and referring it to the respective Purchase Order.
- In case the purchase order already is linked with an invoice, you can't create a receipt and vice versa.
Editions Supported
- Community Edition
Installation
- Navigate to Apps.
- Search with keyword to_purchase_receipt.
- Press Install.
Instruction
Instruction video: Purchase Receipt from Purchase Order
Create a receipt
Press Create Receipts on the purchase order, and a receipt in Draft status will be created.
In the chatter section, you can see the related purchase order reference.
Note:
- It's not possible to create a receipt for an invoiced purchase order and vice versa.
- See more details on how to create and use receipts in the How to create Purchase Receipts article.
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