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purchasing:maintenance:receiving:bundledrequisitions

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purchasing:maintenance:receiving:bundledrequisitions [2019/09/17 20:16] – emorenopurchasing:maintenance:receiving:bundledrequisitions [2020/10/26 19:55] (current) – emoreno
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 Purchase orders created in the current accounting period can be received in the next accounting period. Purchase orders created in the current accounting period can be received in the next accounting period.
  
-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.+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. 
  
-The page consists of the two grids:+The page consists of two grids:
   * The top grid displays requisition information.   * The top grid displays requisition information.
   * The bottom grid displays the line items within the selected requisition.   * The bottom grid displays the line items within the selected requisition.
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 ====Receive bundled requisitions items:==== ====Receive bundled requisitions items:====
  
-Under **Retrieval Options**: +VCV Under **Retrieval Options**: 
  
 ^Retrieve an existing record|{{page>general:purchasing_receiving_search_for_requisition_bundle}}| ^Retrieve an existing record|{{page>general:purchasing_receiving_search_for_requisition_bundle}}|
  
-To receive each line item: +VCV Under **Requisition Information**, a list of the bundled requisitions is displayed. The following requisition details are displayed:  
-^Field ^Description ^ + 
-^Quantity Received|Type the number of items received.|  +  * **Req Nbr** 
-^Date Received|Automatically populated with the current system date. You can edit the date that the items were received.|+  * **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** 
 + 
 + 
 + 
 +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 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> </WRAP>
  
-Click **Receive All** to automatically receive all the items in the detail section of the page. +VCV Click **Receive All** to receive all items in the requisition. 
- +
-Click **Save** to process the selected purchase orders.+
  
 +VCV Click **Save** to update the requisition receiving details.
  
  
purchasing/maintenance/receiving/bundledrequisitions.1568751410.txt.gz · Last modified: 2019/09/17 15:16 (external edit)

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