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munis:po_receiving [2014/07/22 12:20] jlester created |
munis:po_receiving [2014/07/24 08:16] jlester |
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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 ===== | ||
+ | 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: | ||
+ | - You need to scan in your packing slip next. Click **Attachment**, | ||
+ | - Click **New** on the **Documents** screen: \\ {{: | ||
+ | - Enter **PACKING SLIP** for the **Description** along with the **Date Received**. | ||
+ | - Click **Scan** to scan the packing slip in from your scanner. | ||
+ | - 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. | ||
+ | - When it finishes scanning, you will be taken back to the Documents screen and your recently scanned document should appear \\ {{: | ||
+ | - 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, 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: {{: | ||