Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Receiving

Use Receiving to record the receipt of delivery for items in purchase orders. The purchase order must be final printed. For blanket orders, you can record receipt of an item for a release order, but not for the blanket order itself.

You can:

  • Automatically receive delivery of all items for a purchase order, or enter data for each item's receipt.
  • Record delivery for a purchase order, using more than one receipt that is not a full receipt.
  • Create back orders.

Security Access

When the Inventory feature is enabled, you can adjust an inventory item's quantity, if you select the Allow Modify of Inventory Qty In Receiving option on the Inventory tab of Configuration > Purchasing & Inventory Company Settings, in the desktop application.

Role Security and Buyer Access

Your user account must be listed as a buyer on the Buyers tab of the Purchasing & Inventory Company Settings form in Settings > Purchasing & Inventory > Company Settings, in the desktop application. This is also where you can assign relevant access for other users to view, create, edit, and/or close purchase order records.

Excess Receiving

The Purchasing application has an option for excess receiving on the purchase order's Agreement tab. When this option is selected:

  1. Vantagepoint compares the quantity received to the quantity that stayed on the order at the time of receipt.
  2. If the difference between the quantity received and the quantity ordered is more than the percentage or amount that is specified on the Agreement tab, Vantagepoint marks the receipt as an overshipment.
  3. Vantagepoint prevents you from completing the receiving procedure.

Inventory Feature

When the Inventory feature is enabled:

  • The Line Items grid on the Receiving form also displays inventory fields.
  • The Purchase Order Receiving Report displays these inventory fields.

Notifications and Links to Receiving Records

When you receive line items, you receive activity notifications that have hyperlinks to the receipt record through activity entries in the Vantagepoint Notification Center and an email message that is automatically sent to your email address.

You can configure this setting in Settings > Purchasing & Inventory > Purchasing Alerts, in the desktop application.

For more information, see the Notification Center topic.

Multiple Companies

If you use multiple companies:

  • Each purchase order is owned by a specific company. When you search for purchase orders, the results list of available purchase orders includes only the purchase orders that belong to the active company.
  • The vendors available are the vendors that have accounting set up for the active company.
  • Each project is available to one or more companies. To check project availability, see the Restrict Charge Companies option and corresponding grid in the Multicompany section of the Accounting tab in Hubs > Projects > Project.