How to Create Purchase Receipts in Sage X3

Sage X3 Purchase Receipt

Creating a purchase receipt in Sage X3 is the process of recording the receipt of goods or services from suppliers, these are the following steps:

1. Access the Purchase Receipts Module

  • Log in to Sage X3 with your credentials.
  • Navigate to the Purchasing module from the main menu.

2. Locate the Purchase Order

  • Before creating a purchase receipt, you’ll need to have a purchase order in Sage X3.
  • Ensure that the goods or services have been delivered by the supplier and that the purchase order is ready for receipt.

3. Search for the Purchase Order

  • In the Purchase Orders section, search for the specific purchase order for which you want to create a receipt.
  • You can use filters, search by order number, supplier name, or other criteria to find the relevant order.

4. Generate the Purchase Receipt

  • Once you’ve located the purchase order, select it and choose the option to create a receipt.
  • This action generates a new purchase receipt based on the details of the purchase order.

5. Enter Receipt Details

  • In the purchase receipt screen, enter the receipt details such as the receipt date, received quantities, quality inspection results (if applicable), and any other relevant information.

6. Verify Received Quantities

  • Verify that the quantities received match the quantities ordered in the purchase order.
  • Make adjustments if there are discrepancies or partial deliveries.

7. Quality Inspection (if applicable)

  • If your organisation performs quality inspections on received goods, record the results of the inspection in the purchase receipt.
  • This may include passing, failing, or pending inspection statuses.

8. Save and Confirm the Purchase Receipt

  • Once you’ve reviewed and confirmed the receipt details, finalize and confirm the purchase receipt.

This action confirms that the goods or services have been received and are ready for processing.

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