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munis:po_receiving [2014/07/23 16:53] jlester |
munis:po_receiving [2014/07/24 08:16] jlester |
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**Work in Progress - Not Completed Yet!** | **Work in Progress - Not Completed Yet!** | ||
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====== PO Receiving ====== | ====== PO Receiving ====== | ||
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===== Scan in Packing Slip ===== | ===== 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. | + | 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**. |
- | - From the main Munis menu, expand Departmental Functions and choose | + | - Follow steps 1-4 in [[munis: |
- You need to scan in your packing slip next. Click **Attachment**, | - You need to scan in your packing slip next. Click **Attachment**, | ||
- Click **New** on the **Documents** screen: \\ {{: | - Click **New** on the **Documents** screen: \\ {{: | ||
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- Select your scanner from the list. If there are multiple ones, choose the first one in the list: \\ {{: | - Select your scanner from the list. If there are multiple ones, choose the first one in the list: \\ {{: | ||
- You can usually select the defaults on the scanning screen. | - You can usually select the defaults on the scanning screen. | ||
- | - When it finished | + | - When it finishes |
- | - Click **Save** and then **Close Viewer** to go back to the Quick Receipt | + | - 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: \\ {{: | ||
+ | - Choose | ||
+ | - Enter the current fiscal year and PO number you are receiving: {{: | ||
+ | - You can also click on the ellipses to bring up a list of POs: {{: | ||
+ | - From the PO Receiving screen, choose Select Lines to mark which lines have been received: {{: | ||
+ | - Go through each line and mark whether you received them in Full or Partial quantities: {{: | ||
+ | - If you mark Partial, it will ask you to enter how many you actually received: {{: | ||
+ | - Once you have all of your lines marked, choose Receive from the menu: {{: | ||
+ | - The screen will update to reflect the quantities you marked: {{: |