PO Receiving Configuration

The PO Receiving feature allows Field Management users to record the Purchase Order deliveries through the portal.

You must be a System Admin in the portal in order to complete this configuration.
  1. You must first complete the configuration steps found in Purchase Order Configuration.
  2. Select Admin > User Access and filter to PO. For each user who will be creating PO's, select the License Type of "Field Management" or "Financial Controls" to ensure your counts are added correctly.
  3. Continuing on the User Access page, assign those who will be receiving POs to the PO Receiving assignment. If your users are only going to be using the PO Receiving feature of the PO Module you do not need to enable any other PO Assignments.
  4. Review the settings in Admin > Portal Settings > Purchase Orders > Receiving. These settings are not required but may contain features or options you may want to modify.