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munis:po_receiving [2014/07/23 16:12]
jlester
munis:po_receiving [2014/07/24 08:08]
jlester
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 +**Work in Progress - Not Completed Yet!**
 +
 +----
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 +----
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 ====== PO 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. **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.
  
-  - From the main **Munis** screen, click on **Purchase Order Receiving** under **Departmental Functions**: \\ {{:munis:po_receiving1.jpg?nolink|}} +===== Scan in Packing Slip ===== 
-  - Click on **Quick Receipt**: \\ {{:munis:po_receiving3.jpg?nolink|}} +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**. 
-  - Enter the **Fiscal Year** and then click the ellipses to open up a list of POs or just type the PO number in the box: \\ {{:munis:po_receiving4.jpg?nolink|}} +  - Follow steps 1-4 in [[munis:po_inquiry|]] to find the PO you are working with.
-  - If you clicked the ellipses, you'll see a list of your POs Select the correct one and click **Accept**: \\ {{:munis:po_receiving5.jpg?nolink|}}+
   - You need to scan in your packing slip next.  Click **Attachment**, select **PO Receivable** and then click **View Documents**: \\ {{:munis:po_receiving6.jpg?nolink|}}   - 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|}}   - Click **New** on the **Documents** screen: \\ {{:munis:po_receiving7.jpg?nolink|}}
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   - Select your scanner from the list.  If there are multiple ones, choose the first one in the list: \\ {{:munis:po_receiving9.jpg?nolink|}}   - 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|}}   - 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|}} +  - 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 Quick Receipt page. +  - Click **Save** and then **Close Viewer** to go back to the PO Inquiry page. 
-  +
munis/po_receiving.txt · Last modified: 2014/07/24 08:18 by jlester