Creating a Quantity Receipt in SpartanMart
Allysa Robinson
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21 steps
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2 minutes
Jaggaer
1
Login to SpartanMart
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Click "Orders"
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Click "Purchase Orders"
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Click on the PO that you want to create the receipt for
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Click "Invoices" tab to see that an invoice has been added
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Click "Receipts" tab
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Click the Plus Icon
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Click "Create Quantity Receipt"
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Enter the Packing Slip Number this is optional
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Click Add to Attach the packing slip this is optional
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Add any notes to this receipt if you need to.
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Check to make sure you have actually received the quantity listed. If you have received less than the quantity listed, then only create the receipt for the actual items you have received.
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Click "Complete"
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Review your Purchase order by Clicking on the PO number
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Notice how this PO now states "Fully Received"
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Notice how this PO states "Fully Invoiced"
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Notice that this PO states "Fully Matched". This status must say Fully Matched in order for the invoice to pay automatically.
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Review the Invoice status by clicking on the "Invoices" Tab
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Payment status will change from "In Process" to Payable when Fully Matched and able to Pay. Invoice will be paid on the Due date that is listed. It usually takes a couple of minutes for the status to change.
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In this example you see the Status has updated and the PO provides a notification that the PO will close once the Invoice automatically pays on 11/8/24. At this stage you have no further actions on this PO.
Tip! Soft Close Status is how you know that you have nothing further required for you to act on for a purchase order. This is the status you need all of your Purchase orders that you create to be at.
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The End. You have now learned how to create a quantity receipt in SpartanMart. Make sure to check out the SpartanMart Training Dashboard for more Training Guides.
