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munis:po_receiving [2014/07/23 16:53] jlester |
munis:po_receiving [2014/07/24 08:18] (current) jlester |
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- | **Work in Progress - Not Completed Yet!** | ||
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====== PO Receiving ====== | ====== PO Receiving ====== | ||
- | **PO Receiving** is the process of telling Munis what items on a PO have been received. | + | **PO Receiving** is the process of telling Munis what items on a PO have been received. |
===== 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 **Quick Receipt** from the menu: \\ {{: | ||
+ | - 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**, | ||
+ | - Once you have all of your lines marked, choose **Receive** from the menu: {{: | ||
+ | - The screen will update to reflect the quantities you marked: {{: |