---
title: "About purchase receipt processing options"
description: "A purchase receipt is used to track the one-time receipt of goods purchased from a single supplier."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/purchases/process-purchase-receipts-and-returns/about-purchase-receipt-processing-options/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/purchases/process-purchase-receipts-and-returns/llms.txt


# About purchase receipt processing options

Last modified February 19, 2026

> A purchase receipt is used to track the one-time receipt of goods purchased from a single supplier.


A purchase receipt is used to track the one-time receipt of goods purchased from a
single supplier.
You use a purchase receipt to verify the fulfilment of the purchase
order or orders in which the received goods were ordered.
As such, a purchase
receipt must be linked to the applicable purchase orders.

This topic describes the general workflow of processing purchase receipts in Visma Net.
For more information on tracking purchase order fulfilment, see: [About purchase order processing options](https://docs.vismasoftware.no/visma-net-erp/help/purchases/process-purchase-orders/about-purchase-order-processing-options/index.md).

## Creating a purchase receipt

When goods are received, you create a new document with the **Receipt** type by
using the [Purchase receipts (PO302000)](https://docs.vismasoftware.no/visma-net-erp/help/purchases/purchases-windows/purchase-receipts-po302000/index.md) window, which is also used for
processing purchase receipts on per document basis.
On the **Document details** tab, you add lines to specify the quantity and additional
details of all received goods.
If lot or serial numbers are traced for the received
items, they may be assigned at the time of receipt if configured so.
To view the
assigned lot and serial numbers of the received items, click **Allocations** on
the table toolbar of the **Document details** tab.

If purchase orders are involved in your purchasing workflow, you can create purchase
receipts which are based on purchase orders or linked to purchase orders or
particular lines in the orders.
If the goods or services received were previously
ordered with a purchase order, you can create a receipt for this particular purchase
order, by selecting **Actions** and **Create purchase receipt** in the [Purchase orders (PO301000)](https://docs.vismasoftware.no/visma-net-erp/help/purchases/purchases-windows/purchase-orders-po301000/index.md) window.
Only lines
with stock items and non-stock items for which the **Require receipt** check box is selected in the [Non-stock items (IN202000)](https://docs.vismasoftware.no/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/index.md) window will be automatically added to the receipt.

Alternatively, when you receive purchases from a single supplier and create a new
purchase receipt by using the [Purchase receipts (PO302000)](https://docs.vismasoftware.no/visma-net-erp/help/purchases/purchases-windows/purchase-receipts-po302000/index.md) window,
you can add one or multiple purchase orders to this receipt; also you can add
particular lines from purchase orders.
To add a purchase order line into the
purchase receipt, click**Add purchase order line** in the table toolbar on the **Document details** tab of the [Purchase receipts (PO302000)](https://docs.vismasoftware.no/visma-net-erp/help/purchases/purchases-windows/purchase-receipts-po302000/index.md)
window.

To copy all lines
of a purchase order into the purchase receipt, click **Add purchase order** in the table
toolbar.
Receipts can be linked to only normal or drop-ship orders; see [About types of purchase orders](https://docs.vismasoftware.no/visma-net-erp/help/purchases/process-purchase-orders/about-types-of-purchase-orders/index.md) for details about
these and other purchase order types. Only lines with stock items and non-stock
items for which the **Require receipt**check box is selected in the [Non-stock items (IN202000)](https://docs.vismasoftware.no/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/index.md) window will be automatically added to the
receipt.

The status a new receipt will be saved with depends on the **Hold receipts on entry** check box in the [Purchase orders preferences (PO101000)](https://docs.vismasoftware.no/visma-net-erp/help/purchases/purchases-windows/purchase-order-preferences-po101000/index.md).
If this check box is selected, new receipts are saved with the **On hold** status by default.
If you clear this check box, new purchase receipts
are saved with the **Balanced** status by default.

To reduce input errors on receipt creation, you can set up validation of receipt totals by selecting the **For receipts** check box in the **Validate total on entry** section in the [Purchase orders preferences (PO101000)](https://docs.vismasoftware.no/visma-net-erp/help/purchases/purchases-windows/purchase-order-preferences-po101000/index.md) window. If this check box is selected, you must enter the receipt total manually in the **Control amt.** field after verifying the details of the receipt.

## Reordering lines in purchase receipts

You may need to reorder a purchase receipt's lines, for example, if you need the lines of
the printed document to be in a specific order.
Also, you may need to reorder the
lines in the existing purchase receipt, or add a new line at the beginning of a list
or in the middle of it.
You can reorder the lines of a purchase receipt until it has
been released.

The order number of each purchase receipt line on the **Document details**
tab is shown in the **Sort order** column (which is hidden by
default).
Once you reorder the lines, the system automatically regenerates the **Sort order**
numbers for each document line.

You can select the lines to be reordered in any combination, such as the following:

+ A single purchase receipt line (for example, line 3 or 8). To select a single line, click it.
+ Multiple non-contiguous lines (for example, lines 1, 3, and 7). To select these lines, hold **Ctrl** while clicking the row selector next to the needed lines.
+ A contiguous group of purchase receipt lines (for example, line 5 through line 9). To select a group of lines, select the first line in the group, and hold **Shift** while clicking the last line in the group. (Alternatively, you can click the first line and then press **Shift+Down arrow** until all the needed lines are selected.)
+ A non-contiguous group of purchase receipt lines (for example, line 5 through line 7, and line 10). To select a non-contiguous group of lines, hold **Ctrl** while clicking the row selector next to the needed lines.

All selected lines are grouped and thus are moved contiguously, even if you have selected
multiple non-contiguous document lines.
After you have selected the needed lines,
move them to the new place in the table in one of the following ways:

+ Drag the selected line or lines to the place where you want to move them. A thin red line between the table lines shows where these lines will be inserted. Once you drag the selected lines, the system moves these lines and regenerates the **Sort order** numbers for all the lines in the table.
+ When you need to move purchase receipt lines between pages, cut the selected purchase receipt lines and paste them to the new place in the table. To cut the lines, press **Ctrl+X**, or right-click the table and then click **Cut row**. Then click the line above which the cut lines should be inserted, and press **Ctrl+V**; alternatively, you can right-click the table, and then click **Insert cut row**.

Once you reorder the lines, the system automatically regenerates the **Sort order** number for each
document line.
These numbers are used for numbering lines in the printable reports,
such as the printable purchase receipt shown in the [Purchase receipts (PO302000)](https://docs.vismasoftware.no/visma-net-erp/help/purchases/purchases-windows/purchase-receipts-po302000/index.md) window.
You can cancel the line reordering by clicking
**Cancel**in the window toolbar before you save these
changes.

You cannot rearrange lines in the table if custom sorting by any column is applied to the table.

## Inserting lines into purchase receipts

You can insert a single line anywhere in the document.
To do this, click the line above which
the new line should be inserted and then press **Shift+Insert**, or right-click the
needed line and then click **Insert row**.
The system adds a new
blank line. When you finish populating the line information and save your changes,
the system automatically regenerates the **Sort order** numbers for all lines in the
table.

## Calculating supplier discounts on receipts

If the **Customer and supplier discounts** functionality is enabled in your system, you can configure supplier discounts to be applied to receipts.

If purchase receipts are created as original purchasing documents, supplier discounts can be applied automatically or manually depending on how you configure the discounts.

If purchase receipts are created based on purchase orders or lines of purchase
orders, the discounts that were originally applied to the purchase orders are
recalculated based on the original documents (orders). If a **line-level**
discount was applied to a purchase order line, the system automatically recalculates
the discount amount for an appropriate receipt line proportionally to the amount or
quantity of the receipt line and selects the **Manual discount** check box for the receipt line to prevent automatic re-applying of the discounts to
the receipt as to an original document.
The amounts of the **group** and
**document level** discounts for the receipt lines linked to purchase order
are recalculated proportionally to the amount of the receipt lines with respect to
the discountable amount of the purchase order.

## Releasing receipts

You can release a purchase receipt with the **Balanced** status by clicking
**Release**in the window toolbar of the [Purchase receipts (PO302000)](https://docs.vismasoftware.no/visma-net-erp/help/purchases/purchases-windows/purchase-receipts-po302000/index.md) window.

On release of a purchase receipt, an inventory receipt is generated automatically.

To release multiple purchase receipts simultaneously, use the [Purchase receipts (PO302000)](https://docs.vismasoftware.no/visma-net-erp/help/purchases/purchases-windows/purchase-receipts-po302000/index.md)
window.

On release of a receipt that includes non-stock items requiring receipt, the amounts of appropriate lines are recorded to the purchase accrual accounts (with the purchase accrual subaccount).

The purchase accrual account to be used for receipt of such a non-stock item is defined by
the posting class of the non-stock item; the default account assigned to the item on
the **General ledger accounts** tab of the [Non-stock items (IN202000)](https://docs.vismasoftware.no/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/index.md) window will be used if the posting class's **Use purchase accrual account from** rule points to it (that is, to have the **Item** option selected).
The purchase accrual subaccount is also defined by the settings of
posting class of the item; the default subaccount assigned to the item on the **General ledger accounts** tab will be used as one of the segment value sources for the resulting
subaccount according to the **Combine purchase accrual sub from** rule.

If the **Release inventory documents automatically** option on the **General settings** tab of the [Purchase orders preferences (PO101000)](https://docs.vismasoftware.no/visma-net-erp/help/purchases/purchases-windows/purchase-order-preferences-po101000/index.md) window is selected, the inventory receipt is released automatically once it is generated.

By using the following options on the **General settings** tab of the [Purchase orders preferences (PO101000)](https://docs.vismasoftware.no/visma-net-erp/help/purchases/purchases-windows/purchase-order-preferences-po101000/index.md) window, you can adjust the workflow for processing the purchase receipts and the related documents as needed in your organisation:

+ The **Create invoice on receipt release** check box provides the default value for the **Create invoice** check box in the [Purchase receipts (PO302000)](https://docs.vismasoftware.no/visma-net-erp/help/purchases/purchases-windows/purchase-receipts-po302000/index.md) window. You can override this setting if needed for the particular receipt. For the convenience of the users, select this check box if invoices should be generated automatically for most receipts. Clear this check box if the users should enter invoices manually for most receipts or if the users enter or import the invoices and later link them to receipts.
+ If the **Release supplier ledger documents automatically** option is selected, the purchase invoices based on the purchase receipts are released automatically once they are generated.

For each purchase order or purchase order line added to the purchase receipt, the system calculates the quantities of the received goods, and displays this value for each line in the **Qty. on receipts** column on the **Document details** tab of the [Purchase orders (PO301000)](https://docs.vismasoftware.no/visma-net-erp/help/purchases/purchases-windows/purchase-orders-po301000/index.md) window.

For blanket purchase orders, these quantities of items (the **Qty. on receipts** column) are updated from the lines of normal purchase orders linked to these blanket orders.

The system changes the purchase order's status to **Closed** after the ordered
quantity of the purchased goods has been received.

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/purchases/process-purchase-receipts-and-returns/process-purchase-receipts-and-returns-overview/index.md">Process purchase receipts and returns - overview</a></li>
</ul><h3>Tasks</h3>
<ul><li><a href="/visma-net-erp/help/purchases/process-purchase-receipts-and-returns/create-a-purchase-return/index.md">Create a purchase return</a></li><li><a href="/visma-net-erp/help/purchases/process-purchase-orders/about-processing-invoices-with-stock-and-non-stock-items/index.md">About processing invoices with stock and non-stock items</a></li><li><a href="/visma-net-erp/help/purchases/process-purchase-orders/about-purchase-order-processing-options/index.md">About purchase order processing options</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/purchases/process-purchase-receipts-and-returns/about-return-processing-options/index.md">About return processing options</a></li>
</ul>


---

[View this page](https://docs.vismasoftware.no/visma-net-erp/help/purchases/process-purchase-receipts-and-returns/about-purchase-receipt-processing-options/)