Process a cash-on-delivery (COD) transaction

To process a purchase order that will be paid on delivery, you perform the following general steps:

1. Create a purchase order
   In the Purchase orders (PO301000) window , create a purchase order.
   Select the supplier, and provide all the required details about the goods and services to be purchased.
   Save the order. Depending on your company's policies, additional steps might follow the creation of the purchase order, for instance, for approval of the order.
2. Prepare a supplier ledger payment

   In the Purchase invoices (AP301000) window, open the prepayment request, and click Pay invoice/apply adjustment on the Actions menu.
   This action opens the Supplier payments (AP302000) window with information filled in for a new supplier ledger payment, which is ready to be saved.
   Save and release the payment.
   

3. Create a receipt for the purchase order. Once the goods are received and payment is made, you can create a receipt in either of the following ways:
   • In the Purchase orders (PO301000) window, open the original purchase order, on the Actions menu, select Create receipt.
     This opens the Purchase receipts (PO302000) window with a ready-to-save receipt.
   • In the Purchase receipts (PO302000) window, specify the supplier, and on the table toolbar of the Details tab, click Add purchase order.
     Select the original purchase order to add to the receipt.

   Save the receipt.

4. Release the receipt

   On release of the receipt, the system generates an supplier ledger invoice, applies prepayment to the purchase order, and changes the status of the purchase order to Closed.