Differences

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

--- munis:po_receiving [2014/07/22 12:20]
jlester created
+++ munis:po_receiving [2014/07/24 08:07]
jlester
@@ Line 1: / Line 1: @@
-====== PO Receiving ======
+**Work in Progress - Not Completed Yet!**
-PO Receiving is the process of telling Munis what items on a PO have been received.  You will also be scanning in your packing lists for the items you are receiving.
+----
+----
+====== 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 lists 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 finished 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 Quick Receipt page.
+  -

Knowledge Base

User Tools

Site Tools

Differences

Page Tools