====== PO Receiving ====== **PO Receiving** is the process of telling Munis what items on a PO have been received. You will also be scanning in your packing slips for the items you are receiving. ===== Scan in Packing Slip ===== The first thing you need to do is to scan in your Packing Slip. You attach the Packing Slip to the PO itself as a **PO Receivable**. - Follow steps 1-4 in [[munis:po_inquiry|]] to find the PO you are working with. - You need to scan in your packing slip next. Click **Attachment**, select **PO Receivable** and then click **View Documents**: \\ {{:munis:po_receiving6.jpg?nolink|}} - Click **New** on the **Documents** screen: \\ {{:munis:po_receiving7.jpg?nolink|}} - Enter **PACKING SLIP** for the **Description** along with the **Date Received**. The other fields will be filled in automatically for you: \\ {{:munis:po_receiving8.jpg?nolink|}} - Click **Scan** to scan the packing slip in from your scanner. In these examples, it shows the small HP Scanjet 1000. Your screen may be a little different if you are using a different scanner. - Select your scanner from the list. If there are multiple ones, choose the first one in the list: \\ {{:munis:po_receiving9.jpg?nolink|}} - You can usually select the defaults on the scanning screen. Get your packing slip loaded into the scanner and then click **Scan**: \\ {{:munis:po_receiving10.jpg?nolink|}} - When it finishes scanning, you will be taken back to the Documents screen and your recently scanned document should appear \\ {{:munis:po_receiving11.jpg?nolink|}} - Click **Save** and then **Close Viewer** to go back to the PO Inquiry page. ===== Mark Items as Received ===== - From the main **Munis** menu, expand **Departmental Functions** and choose **Purchase Order Receiving**: \\ {{:munis:po_receiving1.jpg?nolink|}} - Choose **Quick Receipt** from the menu: \\ {{:munis:po_receiving3.jpg?nolink|}} - Enter the current fiscal year and PO number you are receiving: {{:munis:po_receiving4.jpg?nolink|}} - You can also click on the ellipses to bring up a list of POs: {{:munis:po_receiving5.jpg?nolink|}} - From the **PO Receiving** screen, choose **Select Lines** to mark which lines have been received: {{:munis:quick_receipt1.jpg?nolink|}} - Go through each line and mark whether you received them in **Full** or **Partial** quantities: {{:munis:quick_receipt2.jpg?nolink|}} - If you mark **Partial**, it will ask you to enter how many you actually received: {{:munis:quick_receipt3.jpg?nolink|}} - Once you have all of your lines marked, choose **Receive** from the menu: {{:munis:quick_receipt5.jpg?nolink|}} - The screen will update to reflect the quantities you marked: {{:munis:quick_receipt6.jpg?nolink|}}