When your school district purchases physical items that are shipped to the school, you can record the shipment to track which purchase orders (POs) have been fulfilled. By entering the shipment immediately with a status of Not Received, you can make sure your district has a record of what orders are still awaiting receipt.
To record a shipment:
- Go to Financials Main > Accounts Payable > Receive Shipments
- Enter the
- Date Received
- Purchase Order
- Quantity Received
- Quantity Rejected
- Shipment Status
- Not Received
- Partially Received
- Fully Received
- Memo
- Attachments
- You may want to include a scan of the packing slip or a photo of the shipment
- Save
If the status of a shipment changes (e.g. the final part of a shipment has arrived), you can edit the shipment and change the Quantity Received, Quantity Rejected, and Status.