Construct PM – Receiving

This screen is used to view purchase orders for the current project. Receipts are entered and saved, then posted through the PO Post Receipts screen in the Purchase Order module.

Receiving Log

The Receiving Log

Press the Receiving icon () in the Construct PM menu to open the Receiving log screen. This shows all purchase orders received for the current project. Select a purchase order to view its constituent items and any associated receipts.

Search

Press the Filter icon () in the search bar to filter the search results. Purchase orders can be filtered by status, author (show mine only), and vendor.

Sort

Press the icon that reads "Order Date" to sort purchase orders by order date or vendor. Press the arrow next to the sort option to sort in ascending or descending order.

Entering a New Shipment

Press the New Shipment icon () to bring up the New Shipment screen, shown below.

NOTE: This icon is not available for closed purchase orders.

The New Shipment screen

This screen can be used to receive new shipments and attach documents to the purchase order for the shipment.

Received Date

Select the actual date the shipment was received. The system will default the current system date into this field.

Received By

Select the name of the receiver. The receiver must have already been set up using the Purchase Order Roles screen (standard Treeview path: Purchase Order > Setup > Local Tables > Purchase Order Roles). For more information, please refer to Purchase Order Roles.

Receive All Items

Press this button to receive all the outstanding items for the purchase order.

Shipment Number

Enter a company-defined internal shipment number for the goods being received.

If the warning option was selected on the Purchase Order Control screen, the user will get a warning message should the same shipment number be entered more than once (standard Treeview path: Purchase Order > Setup > Local Tables > Control – Receipts tab).

Ship List Number

Enter the ship list number as it appears on the freight bill. The entry of a ship list number allows for the entry of single or multiple purchase orders against a specific ship list (freight bill).

Remarks

Enter any additional comments about the shipment.

ECM Documents

Press the + Documents button in this field to add a document to the shipment. The user can attach a file from the device library or attach a document already saved in Construct PM.

Items

To update item totals, press that item's row in the Item table. This will bring up the Item Details screen, shown below. Here, users can enter the number of the ordered items that have been received, claimed, and rejected.

The To Date column in this table updates automatically when new items are received.

The Item Details pop-up screen