Overview

This process is used to receive on purchased goods and services. This is crucial to the purchasing process, as it indicates when payment to the vendor can be remitted. If using the OBO Service Hub, a purchase order number will be included in the resolution message. If any corrections need to be made after a receipt is submitted, an adjustment should be processed.

Create a Receipt

Step 1: From the Menu, select Purchases.

Step 2: Select Create Receipt from the list of actions. Click More to display additional options if the option isn't listed.

Step 3: Click the Document Number field. Enter the PO number for the order being received or select Most Recent Documents to choose from the listed options.

Note: If this is a single line-item purchase order, the Fully Receive box must be checked.

Step 4: Click OK. This will open a new window.

Step 5: Click the Lines tab, select the Goods Line being received.

Step 6: If only part of the order was received, enter the Quantity to Receive, otherwise, click Fully Receive. Repeat for any additional lines.

Step 7: Click the Information tab, to review Receipt Date.

Step 8: Click Edit under Summary to edit this date if needed.

Step 9: Click Submit.

What Happens Next

The business process is now complete, there is no additional action needed.

Adjust a Receipt

Step 1: From the Menu, select Purchases.

Step 2: Click Edit Receipt from the list of available actions. This will open a new window.

Step 3: Enter the receipt number in Receipt to Adjust.

Step 4: Click OK.

Step 5: Update the applicable fields in Information, Attachments, and/or Lines to reflect the goods and services actually received.

Step 6: Click Submit.

What Happens Next

The business process is now complete, there is no additional action needed.