Receiving a Purchase Order (Full and Partial)

Receiving a Purchase Order (Full and Partial)


The following document contains detailed instructions for these processes- Receiving a Purchase Order
The video walkthroughs will take you through the entire process of fully and partially receiving a Purchase Order.

  

The Receipt is the final step of the purchasing process within ServiceTitan.

Once the items you have ordered have arrived, or a technician has picked up ordered items from the supplier, you will need to create a Receipt for the order. The Receipt is a document that allows us to validate that we were given the items that we ordered.

Once the PO is Received, the Receipt is batched an exported to Intacct, where the AP Accounting team will match it to the invoice received from the supplier.

To ensure that the AP Accounting team can properly validate that the invoices received from suppliers are accurate, POs MUST be marked as Received as soon as the ordered items have been delivered or picked up by the technician. Any Purchase Orders left unreceived for more than 24 hours should have a Comment added to them explaining the delay in receipt.

If all of the items ordered on a Purchase Order do not arrive in a single delivery or shipment the PO can be Partially Received. This will allow you to Receive the items that have arrived and then receive the remaining items from the same PO when the remaining items are delivered.

DO NOT BULK RECEIVE PURCHASE ORDERS, they must be received one PO at a time.


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