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munis:po_receiving

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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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-**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 =====
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   - 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|}}   - 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 PO Inquiry 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.1406203699.txt.gz · Last modified: 2014/07/24 08:08 by jlester