Before you start
Prerequisites and permissions
Have ready
- Purchasing receive access for receipts.
- Purchasing manage access for replenishment policies and draft conversion.
- An active Inventory item, location and reorder rule.
Access rules
- Receiving and Purchasing management are separate capabilities.
- Only authorised office roles can evaluate or convert Company-wide suggestions.
Where to find it
Navigation map
- Order receiving
- Purchasing → Purchase Order
- Replenishment
- Purchasing → Replenishment
- Inventory
- Inventory
Walkthrough
Step by step
- 01
Receive against an issued order
Choose the active Inventory location and enter delivered quantity plus any damaged quantity within it. Partial and multiple receipts are supported; over-receipt and damaged-above-delivered values are rejected.
- 02
Preserve delivery evidence
Each posted receipt is permanent and may carry a docket reference, discrepancy note and private business files.
- 03
Let Inventory post exactly once
Mapped lines post only delivered quantity minus damaged quantity as one canonical RECEIVED movement in the same database transaction. A fully damaged line creates receipt evidence but no stock movement. Replaying the accepted operation never duplicates stock.
- 04
Configure an explicit policy
Bind one reorder rule to a target, safety stock, optional Supplier product, lead time and maximum price age. A mode records the preferred human-confirmed draft destination only.
- 05
Review the explanation
Evaluation shows on hand, open inbound, open suggestions, threshold, target, recommended quantity and source warnings. Stable deduplication prevents repeated open suggestions for unchanged evidence.
- 06
Convert with a human action
Create a draft Purchase Request or draft Purchase Order only after review. Conversion never approves, issues, spends or sends.
Troubleshooting
If something does not look right
A receipt will not post.
Confirm the order is Issued or Partially received, quantities do not exceed the remaining balance, and every mapped line has an active location and unit conversion.
No replenishment suggestion appeared.
Review the live on-hand balance plus open inbound and open suggestions. The net available quantity must be at or below the rule threshold, and the policy must be active.
A warning blocks draft PO conversion.
Review and explicitly accept source or price warnings. The resulting record is still only a draft and remains subject to normal approval.
Keep going