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munis:po_receiving [2014/07/23 16:54]
jlester
munis:po_receiving [2014/07/24 08:09]
jlester
Line 10: Line 10:
  
 ===== 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 PO Inquiry.+  - 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|}}   - 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. 
-  + 
 +===== Mark Items as Received ===== 
 + 
munis/po_receiving.txt · Last modified: 2014/07/24 08:18 by jlester