If you purchased a line and can't find it on a receipt note, try the following:
- Check the links button to see if it's already on a Receipt Note
- In the purchase order, navigate to the Lines tab > Select the item you're looking for > 'Main' sub tab (second half of window) > Links button.
- Any Receipt notes with this line on it will be listed in the Links button. Double click one the receipt note line to open it.
- If there are multiple Receipt notes listed, that's because the item has been added to one receipt note, then deleted and added to a different one. Or, a partial quantity of the item is on one receipt note, then the remaining quantity on a second receipt note.
- Many times, the 'Auto-Build Receipt Note' option is ticked when the purchase order is completed. If the receipt note is not in the links button, then this option was not ticked.
- If there are no receipt notes shown in the Links button, then this item has not been put on a receipt note yet and needs to be added to one.
- To do so, please review the instructions on how to make a receipt note here: https://primaedge.freshdesk.com/en/support/solutions/articles/48000791122-create-receipt-notes
- If no receipt note is found in the Links button or in available lines, double check if the Purchase Order is purchased
- If the PO is in ‘Outstanding’ status, the purchase order is not yet purchased.