The Receiving Module

Step 1 - Setup for using the Receiving Module

Employee Portal Role:  

Ensure that staff who will be utilizing the receiving module have the tab accessible in their portal role.  This is included in the Employee Portal Role for Receive PO Items:

Budget Setup:

Only the Business Administrator can activate / deactivate the following features.  The Business Administrator should navigate to the Budget >>  Expenditures  >> Purchase Orders >> Vendor Invoices  >>  BA Controls. 

If you have Purchase orders that were created before the Receiving Module was set up and you want the lines from the Purchase Orders included in the receiving module, go to the Purchase Order tab and search for the Purchase orders.  After you perform the search, the following button will appear, check the Purchase Orders that you want to include in the receiving module and click the button.   You can review the pop-up and click the Set Track Receiving button.

Step 2 - Recording received items in the Employee Portal 

Step 3 - Reviewing and managing receiving status for a PO

Step 4 - End of Year Rollover:

Once your POs are rolled over, go into the Budget > Setup > Rollover Guide screen and click the button Rollover Track Received data to YYYY-YY Rolled Over Payable POs.  This will ensure the receiving records carry over properly to next year.