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munis:po_receiving [2014/07/23 16:54]
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.  You will also be scanning in your packing lists for the items you are receiving.+**PO Receiving** is the process of telling Munis what items on a PO have been received.  You will also be scanning in your packing slips for the items you are receiving.
  
 ===== 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 ===== 
 +  - From the main **Munis** menu, expand **Departmental Functions** and choose **Purchase Order Receiving**: \\ {{:munis:po_receiving1.jpg?nolink|}} 
 +  - Choose **Quick Receipt** from the menu: \\ {{:munis:po_receiving3.jpg?nolink|}} 
 +  - Enter the current fiscal year and PO number you are receiving: {{:munis:po_receiving4.jpg?nolink|}} 
 +  - You can also click on the ellipses to bring up a list of POs: {{:munis:po_receiving5.jpg?nolink|}} 
 +  - From the **PO Receiving** screen, choose **Select Lines** to mark which lines have been received: {{:munis:quick_receipt1.jpg?nolink|}} 
 +  - Go through each line and mark whether you received them in **Full** or **Partial** quantities: {{:munis:quick_receipt2.jpg?nolink|}} 
 +  - If you mark **Partial**, it will ask you to enter how many you actually received: {{:munis:quick_receipt3.jpg?nolink|}} 
 +  - Once you have all of your lines marked, choose **Receive** from the menu: {{:munis:quick_receipt5.jpg?nolink|}} 
 +  - The screen will update to reflect the quantities you marked: {{:munis:quick_receipt6.jpg?nolink|}} 
munis/po_receiving.1406148842.txt.gz · Last modified: 2014/07/23 16:54 by jlester