Differences

This shows you the differences between two versions of the page.

--- purchasing:maintenance:receiving:bundledrequisitions [2017/03/21 16:30] – created emoreno
+++ purchasing:maintenance:receiving:bundledrequisitions [2020/10/26 19:55] (current) – emoreno
@@ Line 5: / Line 5: @@
 //**Purchasing > Maintenance > Receiving > Bundled Requisitions**//
-<WRAP round intro>Include the short page introduction here.</WRAP>
+<WRAP round intro>This page only displays the requisitions to which you have access to receive based on your user profile in District Administration. Receiving is performed by the requisition number within the purchase order number.
+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.
-====Modify a record:====
+The page consists of two grids:
+  * The top grid displays requisition information.
+  * The bottom grid displays the line items within the selected requisition.
+</WRAP>
-++++Select a student | {{page>general:select_a_student&inline}} ++++  /*Inline folded include*/
+====Receive bundled requisitions items:====
-^ Field                                        ^ Description   ^  /*Table with two rows*/
+VCV Under **Retrieval Options**:
-^Campus ID|++|{{page>general:campus_id}}++|  /*Folded include*/
-^ Pass/Fail|{{page>general:pass_fail}}|      /*Include, not folded*/
-Click **Save**.<WRAP box>**NOTE:</WRAP>
+^Retrieve an existing record|{{page>general:purchasing_receiving_search_for_requisition_bundle}}|
+VCV Under **Requisition Information**, a list of the bundled requisitions is displayed. The following requisition details are displayed:
-====Other functions and features:====
+  * **Req Nbr**
+  * **Requestor**
+  * **Campus/Dept**
+  * **Vendor Nbr**
+  * **Sort Key/Vendor Name**
+  * **Bid Nbr**
+  * **Bid Category**
+  * **First Approver**
+  * **Originator**
+  * **Order For**
+  * **Shipping Address**
+  * **PO Date**
+  * **Req Nbr**
+  * **Reason**
+  * **Reference Nbr**
+  * **Work Order**
-^{{:tsds:images:trash_delete.gif|}} | ++ Delete a row.|{{page>general:delete_a_row}}++|  /*Table row with text link*/
+VCV Under **Requisition Items**, the following requisition details are displayed:
+  * **Item**
+  * **Catalog Number**
+  * **Description**
+  * **Quantity**
+  * **Received To Date**
+  * **Item Status**
+VCV Complete the receiving details for the requisition:
+^Date Received|This field is automatically populated with the current date. You can edit the date to reflect the actual date that the items were received.\\  \\  **Note**: The date is no longer per line item. |
+^Quantity Received|For each line item, type the number of items 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>
+VCV Click **Receive All** to receive all items in the requisition.
+VCV Click **Save** to update the requisition receiving details.
+{{indexmenu_n>10}}

Business

Differences

Americans with Disabilities Act (ADA) and Web Accessibility

Business

User Tools

Site Tools

Differences

Page Tools

Americans with Disabilities Act (ADA) and Web Accessibility