Receiving an Order

Location: Transaction Processing page

The transaction will automatically move to a Receipt-type processing step once the Order-type processing step has been processed. The Receipt step processor will receive a notification via e-mail, and the transaction will wait for processing on the processor's Task List.

The Receipt step may include several processors. The Receipt step is always order row-specific, whereas the order rows are not processor-specific (i.e., private). Therefore, one processor can receive either one or all order rows belonging to a transaction. If all order rows have been marked as Received, the processors who have not yet processed their own Receipt step will be marked as Informative flow recipients.

A transaction in the Receipt step can be reverted back to the Order processing step in order to re-submit the order, if nothing has been marked as Received for the transaction. If something has already been marked as Received for the transaction and you want to revert the transaction to a previous step, the items marked as Received must first be canceled.

After receiving, the transaction status will automatically change to Received, if all order rows have been marked as fully received. Simultaneously, the transaction will automatically be closed without requiring a comment from the user.

Receiving

Mark the received order rows either
- by writing the number of items received for the order row in the Received amount field.
  - If the order has been fully delivered, the received amount will match the ordered amount.
  - If it is a partial delivery, the delivered amount will be marked as received, and the rest will be left to wait for a later delivery. In this case, the order row will have an entry for the received amount and for the undelivered amount.
  - The amount entered in the Received amount field cannot exceed the ordered amount on the order row.
- by selecting all order rows as received by ticking Select All above each row, or
- by selecting the received order rows by ticking each row individually.
If you tick a row and enter the received amount, too, the amount marked as received will always match the data entered in the Received amount field. There is no need to enter data in the Received amount field for rows that you have ticked, if the whole ordered amount for that row has been received.
Click Receive.
The button will mark all order rows as Received that have been ticked and/or for which the received amount has been entered in the Received amount field.
- The status of the transaction will not be changed to Received, if there are order rows in the order that are either fully or partially unreceived. A partially received order will remain in the user's Task List with the status Ordered.
- When all the order rows of a transaction have been marked as fully received, the transaction will automatically close. After this, items marked as Received can no longer be changed except by canceling them and marking them again as Received.