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munis:po_receiving [2014/07/24 08:08] jlester |
munis:po_receiving [2014/07/24 08:18] (current) 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 ===== | ===== Scan in Packing Slip ===== | ||
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| - When it finishes scanning, you will be taken back to the Documents screen and your recently scanned document should appear \\ {{: | - 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. | - Click **Save** and then **Close Viewer** to go back to the PO Inquiry page. | ||
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| + | ===== 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: {{: | ||