Receiving Purchase Orders Using the "Click Mode"

The Click Mode of receiving purchase orders was designed for people who receive purchase orders in the Purchasing and Receiving window (versus using an RF or Mobile Receiving). Although the Click Mode can be used on any PO when you use the "Only" method of receiving, this method is particularly beneficial to use on POs where the merchandise arrives over time in multiple receipts, and it is typical for a receiving session to include items fully received, items partially received, and items that are backordered.  

With the Click Mode, to receive items you simply click the checkbox at the beginning of that row, and the system automatically moves the value in the Quantity on Order (QOO) field to the Qty Received field.

1. Before using the Click Mode for the first time, you must set option 9856 “Using 'Click Mode' in Windows Receiving?” to one of the following settings:

• P=Prompt to use the Click Mode, and default the response to Yes

• X=Prompt to use the click Mode, and default the response to No

2. In the Purchasing and Receiving window, display the PO, click Receive, and select Only.

3. When prompted for the Click Mode, answer Yes.

Note: Click Mode is session-specific. You can toggle it on and off on the header using the hyperlink 'Click Mode Enabled' (or Disabled), and on the posting screen using Misc Menu option R "Toggle Receiving Click Mode."

4. For items where the full quantity is being received , click the checkbox at the beginning of that row, and the system automatically moves the Qty on Ordered amount to the Qty Received column.  

5.  For items where a partial amount of what was ordered has been received, click the item, and it displays in the posting area. Enter the quantity received, and press Enter to post.

6. For items not received and not backordered, delete them from the PO.

7. Once all quantities have been received, click Change (F5) to finalize the auto-receipts done with Click Mode. Note: If you forget to click Change, you will receive a reminder when you try to exit the Receiving screen, try to return to the header screen, or use Misc Menu option R to turn off the Click Mode.

Any items on the PO that you do not touch remain on backorder.