Information Technology Services

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Business Process: Receive Items by Quantity

After a shipment of goods has been received by a Requester, a Receipt must be created before the Invoice can be paid. 
Receive Items:
      >eProcurement>Receive Items

       

Check the box next to the line to receive
Receive Selected

Note: Selecting the “Purchasing Order Details” tab will show the quantity for the PO. Also, displays “Required” to indicate whether the item requires receiving to pay the vendor for the goods. It is not needed to enter a receipt for any item that is marked with “Not Required”.

       

Received Date: Defaults to current date. Change date if shipment was received earlier.
Received Quantity: Defaults to the entire amount of the order. Change if receiving less or more.
UOM: Defaults to Unit of Measure indicated on the order. Change if received by a different unit of measure.
Save Receipt

Note: The “Details” icon will display more data about the item, the PO that you are receiving, and the previous and current receipts.
Note: Comments can be added by using the “Receipt Comment” call out. Any comments that were on the PO can be viewed by selecting the “PO Comment” call out.

      

A confirmation screen will be shown after creating a Receipt

Return to Mange Requisition: Choose to return to the Manage Requisition center
Return to Receiving: Return to create another receipt


Predecessors:

A Purchase Order has been dispatched to the Vendor.

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PeopleSoft (also known as "LOUIE") is NAU's student and employee information management system. ITS provides technical support for the PeopleSoft system.