Step by Step Instructions
1. From the Main Menu, go to Inventory > Purchasing > PO GNS Receipt.
2. Enter the PO number in the search and click the green magnifying glass.
3. The PO Category is Supply, but it could be Mixed if it was combined with something other than supplies.
4. The Total Cost is automatically calculated by the system.
5. Click on the Goods and Services Tab. You can see there is a (3) on the tab. This tells you there are three lines.
6. Notice that, unlike Services, there is a quantity greater than one. There is a specific price associated with each line.
Price keys off quantity for each line and the system does math for dollar amount.
7. The Stats in the lines and the header says Posted (highlighted in yellow). This tells you that no receiving has taken place and the PO is in a state where it can be received against.
8. There is a remaining quantity for each line (highlighted in green.) This is another clue that you will be receiving against the quantity.
9. Click NEW.
10. A new line populates with a quantity of 1, the transaction date of today, and the appropriate GL Account Number.
11. Change the Quantity to 2.
12. You can do the math and enter the total cost or let the system do it for you as shown below.
13. Click SAVE in the header or use CNTL + S. The Quantity remaining goes to 0, and the Status in the Line and the PO goes to Received Partial.
14. Continue to receive the remaining lines. This screenshot shows how the system will correct the Total Cost entry upon saving.
15. You can, of course, enter receipt notes as with any other PO GNS Receipt.
16. As you can see, the remaining quantity is zero on each line and the Status for each line is Received Partial.
17. As a best practice, check the Events to see if all receipts have successfully integrated to SAP.
Users may need to refresh to see the events.
18. You can see the Successful Integration messages are present. If you have a failure message, you would want to enter a help desk ticket to have the issue looked into before closing the lines.
19. As everything was successful, you can now close each line. Click back on the Goods and Services Tab and click the Close Line button for each line.
20. Each line will move to Received Full individually once the Close Line button is pressed.
Close lines when COMPLETELY done.
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