Purchase Receipts - SKY Product

Purchase Receipts

View a listing of Purchase Receipts in SKY Product. In SKY Admin, the Product toggle can be turned on or off for each SKY User to allow or deny access to the SKY Product app. Users can also be given the permission to Add Purchase Receipts .

The Purchase Receipts list displays Purchase Receipts with the option to search by Vendor, Vendor ID, PR #, Control #, Ship Date, Status, Type, or Fiscal Month. Choose the Expand icon to view up to three line item details for each Purchase Receipt.

Filters are available to filter the grid by Date Range, Status, Type, Location, and/or Fiscal Month. Select Apply Filters to update the grid with selections.

Select the Vendor name or icon to display more information for that Purchase Receipt.

In the grid, view and search for specific line items by Product Name, Product ID, PO #, PR #, Dept ID, Qty, Total, Prepaid, or Discount.

Add a Purchase Receipt

Those with the Add Purchase Receipts option enabled in SKY Admin have the + Add Purchase Receipt button enabled at the bottom of the window.

Use the navigation menu on the left to jump to different sections of the Purchase Receipt.

Purchase Receipt Info

1. Select a Vendor from the Vendor drop-down.
   
2. Enter a Purchase Receipt #.
3. Select the Ship Date.
4. A Control # or Load # can optionally be entered.
5. If applicable, select Attach File to browse for and select relevant documents.

Products

1. To add Products, choose Search Products.
2. A grid of Products displays. Use the Search field to find the appropriate Product(s) or scroll through the list. The Filters button to the far right of the Search bar can be used to narrow down the list of Products.
   
3. The Show Selected button next to the Search bar is enabled after selecting the Product(s). The number indicates how many Products are currently checked. Selecting the button filters the grid to show only the selected Products.
4. Once the Products are selected, choose Save & Close. Selected Products will be displayed to enter additional information.
   
5. The Lot Number drop-down gives the ability to choose from Lot Numbers already set up in Agvance.
6. Enter the Received Quantity.
7. Enter the Estimated Cost ($).
   
   If no Estimated Cost is entered, the cost on the line item is set to the Product's Last Cost. If the Last Cost is zero and the Product is in an Estimated Average Cost Department, the Product's Estimated Average Cost will be used.
   
   If the Product is in an Estimated Average Cost Department AND no cost is entered AND no Freight is applied, the cost on the line item will be set to the Product's Estimated Average Cost.
8. Add-On Charges can be included by selecting View on the appropriate Product lines. In the window that displays, choose Add New Charge to add a new line to the grid in the top section.
   Note: Add-On Charges will default automatically based on the Products' Classifications. However, these can be added, edited, or removed as needed.
   
   1. Choose the Charge ID from the drop-down. These must first be set up in Agvance at Accounting / Setup / Inventory / Purchase Add-on Charges.
      
   2. Enter the appropriate Rate, and choose the Calculate As method. The Charges will be calculated automatically.
   3. The Add-On Charge can be Accrued or Included in Vendor's Bill.
      • Include in Vendor's Bill – The GL Account will default from the Inventory Department. The Vendor will default as blank and will be disabled.
      • Accrued – Select the GL Account. The Vendor will default based on setup but can be edited.
   4. Add-On Charges can be removed with the Delete icon.
   5. Review totals at the bottom, then choose OK.
9. The Freight will be populated once the Freight section is applied.
10. Products can be removed by selecting the Delete icon.

Freight

1. If applicable, enter the Freight Cost.
   
2. Select from the Freight Options drop-down (Actual Total$, Estimated Total$).
3. If the Freight is being estimated, a Freight Vendor can be selected from the drop-down.
4. Once Freight information is entered, select Apply Freight. The amount will be prorated across all Products.

Notes

1. Optionally enter any applicable Notes for the Purchase Invoice.
   
2. After reviewing, select Post Purchase Receipt to post and return to the Purchase Receipts screen or Post & Start New to post the Purchase Receipt and start another.