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Question:
We have a Central Receiving area and planning to utilize the "Receiving" module of BearBuy. Our Receivers" are also Shoppers. Will they be able to access orders/carts submitted by other shoppers in my Department or do they require a special role/access to do so.
Answer:
Anyone in BearBuy can receive, and there is no restriction on what Org Nodes or Purchase Orders they can receive against.
Question:
How can my receivers run a report that only shows Purchase Orders that haven’t been, or are only partially, received in my Org Node(s).
Answer
A ‘Document Search’ can be run to show Purchase Orders restricted to one or more Org Nodes.
- To Specify Org Nodes, go to Document Search > Advanced Search.
- Under Custom Fields > Org Node, specify the Org Node(s) that are needed.
- Next select the Receipt Status of the Purchase Order. To find all PO that with No Receipts and which are Partially Receive, select the following: No Receipts & Partially Received.
- Once complete, the user can use Save Results to keep this search accessible.
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