Receiving & Closing POs

last updated on 30th June 2022

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Performing GR on Approved POs
Step 1: Select the relevant PO to be marked as ‘Received’
Step 2: Upload the GRN & Invoice
Step 3: Select the Items to be marked as ‘Received’
Step 4: Click on ‘GR Items’
Step 5: Input the relevant Supplier Invoice & Delivery details
Step 6: Click on ‘Next’ to proceed
Step 7: Click ‘Save’ to save the details of the Goods Received for future review
Reviewing & Confirming GRs
Step 1: Under Purchase Order, click ‘Company Purchase Orders’
Step 2: Identify the PO with GR pending my review
Step 3: Identify items for Review
Step 4: Select items to be reviewed
Step 5: Click on ‘Edit’ if the GR needs to be corrected
Step 6: Close the item by confirming the GR

Performing GR on Approved POs

Step 1: Select the relevant PO to be marked as ‘Received’

The PO can be accessed by any of the following pages:

  • Purchase Orders > My Purchase Orders
  • Purchase Orders > Company Purchase Orders
  • Approvals  > Approval Purchase Orders
  • Approvals > Approval Purchase requisitions
  • Requisitions > Company Requisition
  • Requisitions > My Requisitions

Step 2: Upload the GRN & Invoice

At the ‘Attachments’ section, upload the supplier invoice and GRN (or signed DN) as backing documents to confirm receipt of the PO items

Step 3: Select the Items to be marked as ‘Received’

You may select more than one item at a time

Step 4: Click on ‘GR Items’

This will prompt a pop up to confirm receipt of the selected item(s)

Step 5: Input the relevant Supplier Invoice & Delivery details

Step 6: Click on ‘Next’ to proceed

Step 7: Click ‘Save’ to save the details of the Goods Received for future review

Note: If you wish to confirm directly, you may proceed to Step 8

Reviewing & Confirming GRs

Step 1: Under Purchase Order, click ‘Company Purchase Orders’

Step 2: Identify the PO with GR pending my review

Note: POs with GR pending review are marked with a red exclamation mark

Step 3: Identify items for Review

Items that have a GR saved, but not confirmed will be marked with a red exclamation mark

Step 4: Select items to be reviewed

Select the Item and click on ‘GR Items’. This will result in a popup displaying the saved GR information

Step 5: Click on ‘Edit’ if the GR needs to be corrected

Select the Item and click on ‘GR Items’. This will result in a popup displaying the saved GR information for editing. Click on ‘Next’ to save the amended GR information

Step 6: Close the item by confirming the GR

Click on ‘Confirm’ to mark the item as fully received

Note: Upon closure of all items in a PO, the PO status will be updated as ‘Closed’