How to Receive a Purchase Order

This article explains how to receive a Purchase Order (PO) in LLumin CMMS+, whether through the PO Finder, the PO Receiving screen, or directly from your Homepage grid.

Option 1: Receive from the PO Finder

  1. Go to Purchasing > View Purchase Orders.

  2. Select the PO from the list and click View.

  3. At the bottom of the PO Details screen, click Receive.

  4. This opens the Purchase Order Receiving screen.

Option 2: Receive from the PO Receiving Screen

  1. Go to Purchasing > Receive Purchase Orders.

  2. This screen displays all POs currently in Released status.

    NOTE: Only POs with Released status can be received.
  3. Sort the list by PO number, vendor, or date as needed.
  4. Double-click the PO you want to receive or select it and click Receive.

Option 3: Receive from the Homepage Grid

Many users add a homepage grid tile to quickly access and receive POs. Available options include:

  • My PO’s Awaiting Receipt
  • PO’s Awaiting Receipt

To receive from the homepage:

  1. Locate the appropriate grid tile on your homepage.

  2. Select the PO you want to receive.

  3. Click Receive.

  4. This opens the Purchase Order Receiving screen, where you can proceed with the receipt.
Tip: If you don’t see a grid for receiving POs, you can add one if you have the necessary security permissions.

 

Performing the Receipt

Once inside the PO Receiving screen, you can see details like the PO number, vendor, stockroom, and line items.

You have two options:

Partial Receipt

  1. Select a line item.

  2. In the new window, enter the quantity received on each line manually.

  3. Click Finish.

Full Receipt

  1. Click Accept Qty on each line to receive the full quantity.

  2. Click Finish.
  3. The PO will be removed from the PO Receiving list once it’s fully received.

Viewing Receipt History

To review receipt history for a PO:

  1. Go to Purchasing > View Purchase Orders.

  2. In the Purchase Order finder, click the filter button.

  3. In the status dropdown, select Closed.

  4. Click Apply.

  5. Search for the PO number, select it, and click View.

  6. On the PO Details screen, open the Summary tab.

  7. Click Receipts to see all receiving activity related to that PO.