---
title: "Purchase Order Receipt - Prerequisites"
slug: "bc-purchase-receipt-prerequisites"
description: "Set up Purchase & Payables for demo processes, including item tracking and purchase order creation, to streamline your purchasing workflow."
tags: ["Demo"]
updated: 2026-06-25T09:59:03Z
published: 2026-06-25T09:59:03Z
canonical: "docs.staedean.com/bc-purchase-receipt-prerequisites"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Purchase Order Receipt - Prerequisites

Execute the following setup configuration before running this demo process.

## Purchase & Payables setup

Set the default value of the **Qty. to Receive** field at the Purchase Order Line to 0 when creating new orders and after posting.

1. Go to **Purchasing** > **Setup** and open the **Purchase & Payables Setup** page.
2. If the setting **Default Qty. to Receive** is not visible, select the show more fields option.
3. Change the following setup parameter to **Blank**:

![PurchReceiptStep1](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_PurchaseReceiptStep1.png)

## Item tracking

To support item tracking in all pre-configured processes, modify existing item tracking codes.

> [!WARNING]
> **WARNING**
> 
> There is a chance these modifications cannot be reversed. If these instructions are not applied on a DEMO VPC, you may opt to create new codes instead of modifying them.

1. Go to **Warehouse** > **Inventory** > **Setup** > **Item Tracking Codes**.
2. Select the code LOTALL and select the edit button to open the card.
3. Expand the **Lot No.** tab and enable **Lot Warehouse Tracking**.

![PurchaseReceiptLot](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_CountInvLotSetup.png)
4. Select **OK** to save and close the page.
5. Select SNALL in the **Item Tracking Codes** list and select the edit button to open the card.
6. Expand the **Serial No.** tab and enable **SN Warehouse Tracking**.

![PurchaseReceiptSerial](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_CountInvSerialSetup.png)
7. Select **OK** to save and close the page.

## Purchase order

In this demo script, a released purchase order is received. Create this released purchase order before using the Purchase Order Receipt pre-configured process.

1. Go to **Purchasing** > **Purchase** > **Purchase Orders**.
2. Create a new order by selecting the **New** button on the page.
3. Enter vendor number 30000 Coolwood Technologies. Afterwards, expand the **Invoice Details** fast tab.

![PurchReceiptStep2](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_PurchaseReceiptStep2.png)
4. Enter location BLUE and the expected receipt date. Afterwards, collapse the **Invoice Details** fast tab.

![PurchReceiptStep3](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_PurchaseReceiptStep3.png)
5. Enter the following order lines.

![PurchReceiptStep4](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_PurchaseReceiptStep4.png)
6. Select **Release** to release the order.
7. Note down the order number, you will need this during the demonstration.

## Related

- [Purchase Order Receipt](/bc-purchase-receipt.md)
- [Purchase Order Receipt - Process](/bc-purchase-receipt-process.md)