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purchasing:maintenance:receiving:requisition

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purchasing:maintenance:receiving:requisition [2017/08/11 14:31] – emorenopurchasing:maintenance:receiving:requisition [2022/05/19 19:48] (current) – emoreno
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 //**Purchasing > Maintenance > Receiving > Requisition**// //**Purchasing > Maintenance > Receiving > Requisition**//
  
-<WRAP round intro>This page only displays requisitions to which you have access to receive based on your user profile in District Administration. Receiving is performed by requisition number within the purchase order number. Purchase orders are displayed in the summary section, and associated requisitions are displayed in the detail section. Purchase orders created in the current accounting period can be received in the next accounting period.+<WRAP round intro>This page is used to receive purchased goods/services. Use the packing slip to accurately update the receiving details. 
  
-If **Create Receiving Payables** is selected on the Requisition Options page, a payable transaction is automatically created on the Finance > Maintenance > Check Processing - PO page.+Only requisitions to which you have access to receive based on your user profile in District Administration are displayed. Receiving is performed by the requisition number within the purchase order number. Purchase orders are displayed in the summary section, and associated requisitions are displayed in the detail section. Purchase orders created in the current accounting period can be received in the next accounting period. 
 + 
 +If **Create Receiving Payables** is selected on the District Administration > Options > Purchasing/Warehouse page, a payable transaction is automatically created on the [[finance:maintenance:pendingpayables|Finance > Maintenance > Pending Payables]] page when items are received. The general ledger is not updated when items are received. You must complete the process of posting the invoice using the Pending Payables page. 
 </WRAP> </WRAP>
  
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 ====Receive requisitions items:==== ====Receive requisitions items:====
  
-Under **Retrieval Options**: +{{page>general:purchasing:maintenance:receiving:requisition:body}}
  
-^Retrieve an existing record|++Search for a record.|{{page>general:purchasing_receiving_search_for_requisition}}++| 
  
-To receive each line item: +<div head3>Other functions and features:</div>
-^Field ^Description ^ +
-^Quantity Received|Type the number of items received.|  +
-^Date Received|Automatically populated with the current system date. You can edit the date that the items were received.| +
- +
-<WRAP box> **Note**:  If a requisition contains line items generated by Finance when a purchase order is changed, payable check transactions can only be received, not created. +
-</WRAP> +
- +
-Click **Receive All** to automatically receive all the items in the detail section of the page. +
- +
-Click **Save** to process the selected purchase orders. +
- +
-====Other functions and features:====+
 ^Documents|[[general:document_attachments|View or attach supporting documentation.]]| ^Documents|[[general:document_attachments|View or attach supporting documentation.]]|
- 
  
 {{indexmenu_n>5}} {{indexmenu_n>5}}
purchasing/maintenance/receiving/requisition.1502461872.txt.gz · Last modified: 2017/08/11 09:31 (external edit)

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