How to Receive Orders in your Free Purchase Order Software (Video Tutorial, v14.5)

Here’s a new video tutorial that shows how to receive products and services in the Free Version of SpendMap…

You can enable the Receiving Module during the Setup Wizard that runs automatically when you log in to your Live Copy of SpendMap for the first time.  If you missed that, just use the check-box at the top of the screen in…
– RECEIVING > Setup system > Receiving options

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Only Open Orders when Receiving in your Free Purchase Order Software

Bruce works at a Credit Union in Oregon and wants to only see open (unreceived) Purchase Orders when receiving products and services in the Free Version of SpendMap…

“Curious if I missed a way to limit the list of items/purchase orders in receiving to only those that have not yet been received”

Yes, there are two separate features that can help you filter-out already received/closed Purchase Orders during the receiving process, so you can focus your attention on the open/pending orders.

Option 1 – Searching for a PO to Receive

When selecting a PO to receive against, you can search for only open/unreceived orders, using SpendMap’s “extended lookup” (advanced search) feature.

When you first go into the Receiving Utility, where it prompts you to enter or select a PO number, just RIGHT-mouse-click on the [?] button to the right of the PO Number field. That will bring you to the Extended Lookup screen. On that screen, use the Document Status filters at the bottom-right, to limit the search to include only Open POs and Late POs. That will give you a list of everything that has not been received yet.

TIP: you can have multiple filters active at once, so select “Open” in one drop box and “Late” in another.

If you like, you can even combine those “status” filters with the other search fields on the screen.  For example, if you enter a specific supplier on that screen as well, you would see a list of open/unreceived Purchase Orders for that one supplier.

Option 2 – On the Receiving Screen Itself

Once you’ve selected a Purchase Order and you’re actually on the Receiving Screen, it is possible that some of the items on the selected PO may have already been received/closed while other items have not been received and remain open.

You can use the [Show/Hide] button at the bottom of that screen to filter-out the received/closed items, leaving only the open/unreceived items visible.

Note how it says “Showing only items ready for receiving” just below [Show/Hide] button when the filter is active.  Click the button again to remove the filter and display all items again.


How to over-receive a PO in your Free Purchase Order Software

To receive more than the quantity ordered, go to the Receiving Screen and double-click on the line item or use the button [Receive line in details mode] to get to the Receiving “Details” Screen.  Enter the quantity, then check the box immediately to the right called “Override PO quantity and close“.

NOTE: In order to over-receive Purchase Orders, the setting “Allow users to over receive Purchase Orders?” must be enabled for the user in the [Permissions] folder of the User Master File.

TIP: Another alternative would be to do a Change Order, that is, you could also modify the quantity of the PO before receiving.  You can learn more in the following section of the Online Help in SpendMap…
– Purchasing (Main Module) > Purchase Orders > Modify a processed PO (About Change Orders)

Auto-Receive Purchase Orders in your Free PO Software

If you are using the Receiving Module in SpendMap but don’t want to enter receipt transactions for certain Purchase Orders, you can use the Auto Receipts feature to automatically receive/close those POs on their delivery dates.

For example, weekly landscaping services or perhaps a PO for an educational course might be automatically received so that the orders don’t show on the Late PO Report, etc.

First enable the feature for one or more of your PO Number Sets, by checking the option “Auto Receipt?”, in here…
– PURCHASING > Setup system > Incrementing document number sets > POs

Once enabled, when you enter new POs for that Number Set, you will have access to the Auto Receive checkbox at the top-right of the PO Header Screen…

Auto Receive PO

Now that you have indicated which orders are to be auto-received, you can run the Auto Receipt Utility as often as you like to actually receive/close the applicable orders.  Only orders that are 1) set to Auto Receive and 2) have reached their delivery dates, will be closed when the utility is run…
– RECEIVING > Utility > Auto-receive POs

TIP: enable the option in the [Permissions] Folder of your user account to “Prompt upon login to auto-receive applicable POs?” so that you never forget.

Buying services with your free Purchase Order Software

Joe works in the housing development industry in New Jersey and was wondering if he can use SpendMap to buy electrical services.

Sure thing Joe.  SpendMap can be used to manage Purchase Orders for all kinds of services, just as easily as physical products.  And there’s actually not much difference in the process.

So using your example of buying “one hour of installing electrical outlets”, you might want to set up a unit of measure as “HOUR” in the Units of Measure Master File, and then you can use that UoM on the PO. So just like you would buy 1 EACH of a physical product, you would buy 1 HOUR of the service.

Another Unit of Measure that I see people use commonly for services is “LOT”. That is, rather than specifying the number of hours as the quantity for the order, they would buy “1 LOT” of services (e.g. Quantity: 1, Unit: LOT, DESCRIPTION: Complete installation and configuration of PC). This obviously makes sense when the number of hours is unknown and/or if there is a fixed price for the complete service. You can actually see a sample of this in the Evaluation Copy of SpendMap…just log in as the user “FULL”, and check out PO #10026 in that user’s PO Work Area.

With respect to the Item Master File, you may or may not decide to use that for services like this. For example, if you want to keep track of the history of all the times you bought that “electrical service”, by all means add an item to the Item Master as “Misc. Electrical Services” or something like that, and then pick that item each time you order those services, after which you can see the history of that service using this…
– PURCHASING > Status & Inquiries > Item History

That said, it’s also quite common to not use the Item Master for services, and just do a “one-off” instead. You can learn about that in the subsection “Using One-Offs”, in this section of the Online Help…
– System-Wide Features and Information > Master Files > About Master Files

Finally, you may want to consider the receiving process when buying services.  Many SpendMap customers do use the Receiving Module to indicate that the services that they purchased were “delivered” (i.e. completed).  While there’s no physical product to receive, you are nevertheless receiving the service, so you might want the status of the Purchase Order to reflect that, and of course if you’re using the optional Invoice Approval Module, you’ll want to know that the service was in fact delivered before paying the invoice, just like a physical product.

That said, it not uncommon to skip the receiving process for services.  If that’s your preference, you can just wait for the invoice to show up and you can do a two-way match (PO > Invoice) instead of a three-way match (PO > Receipt > Invoice), or you might want to check out the Auto-Receiving feature in SpendMap, which can automatically receive Purchase Orders for services on their delivery dates, without having to enter receipt transactions manually.  You can learn more in this section of the Online Help…
– RECEIVING > Utility > Auto-receive POs