Creating Receiving Receipts

Size: px
Start display at page:

Download "Creating Receiving Receipts"

Transcription

1 Texas Tech University Health Sciences Center Finance & Administration Creating Receiving Receipts The receiving receipt feature allows you to enter receiving in TechBuy. In order to maintain an order s history, all receiving information for TechBuy purchase orders must be submitted through the TechBuy receiving process. All orders must be received, no matter the vendor or type of order. For additional information on required receiving, please review HSC OP There are two types of receipts that can be entered within TechBuy. A Quantity Receipt should be entered when you are documenting the receipt of items and a Cost Receipt should be entered when you are documenting the receipt of service. In order to create a receiving receipt, you will need to locate the purchase order using the Document Search options. Please refer to the Document Search chapter for instructions on locating the purchase order document. 15-1

2 Creating a Quantity Receipt In order to document the receipt of specific items, select the Create Quantity Receipt option from the Available Actions dropdown box and select Go. Select Create Quantity Receipt 15-2

3 A draft receipt is created utilizing the information from the purchase order. It includes a header section that contains basic receiving information and a receipt summary section to enter your actual quantities received. 15-3

4 The following fields are available in the Header Information section: Receipt No. Receipt Date Packing Slip No. Supplier Name Received By Receipt Address Carrier Tracking No. Flexible Field 2 Attachments Once the receipt is completed, the system will assign it a numerical document ID. This receipt number can be used in the history search features and can be located from the purchase order to track total receiving by PO. Enter the date you received the items. Enter the packing slip number. This field can be used in the history search feature. The vendor will automatically default from the purchase order. This field will automatically default based on your log in credentials. The Ship To Address entered on the purchase order will automatically default. You can only change the receipt address if you have additional Ship To Addresses entered into your user profile. Select the appropriate carrier from the dropdown list. Enter a tracking number if appropriate. This field can later be used in the history search. This field can be used for additional information. We recommend entering the vendor s invoice number if known. This field allows you to attach documentation to your receiving receipt such as a scanned copy of the packing slip and / or the vendor s invoice. Please note that you must still send all original invoices to Accounts Payable for processing. 15-4

5 Notes This is an additional field to enter information that will help Accounts Payable or your department. We suggest entering information such as the unit amount and total cost. 15-5

6 The Receipt Summary section is where you will enter the quantity of the items received. The Quantity field will pre-populate with the remaining quantity to be received for each item. If you have additional goods or services on the order that you have not received, you will need to remove the items from the receipt. 15-6

7 Select the items that should not be included in the receipt by clicking the box to the right of the item(s). Mark the items that you will not receive on this receipt 15-7

8 Select the Remove Selected Items from the For Selected Lines: drop-down box and select Go. Select Remove Selected Items and click Go 15-8

9 The marked items will no longer appear on the receiving receipt. This should leave only items you wish to mark as received, returned, or cancelled. Next to each remaining item, enter the appropriate quantity. Select one of the below actions from the drop-down list for each item. Received Returned Receive the quantity entered. Return the quantity entered. Received/Returned Receive/Return the quantity entered. This is used when an item arrives and is immediately returned due to damage, over shipment or any other reason. Cancelled Reduce the open quantity on a PO. For example, to close out the PO, enter the quantity remaining that will not be received. Select Received, Returned, Cancelled 15-9

10 Before completing the receiving receipt, please verify that you have entered the information accurately. Once the receiving receipt is accurate, select Complete at the top of the page. Select Complete Note: You are not allowed to complete a receipt with a 0 (zero) quantity for any line. You will receive an error message indicating the receipt cannot be completed because of a zero quantity on a line. TechBuy will assign a receipt number to the completed document

11 Creating a Cost Receipt In order to document the receipt of services, select the Create Cost Receipt option from the Available Actions dropdown box and select Go. Select Create Cost Receipt 15-11

12 A draft receipt is created utilizing the information from the purchase order. It includes a header section that contains basic receiving information and a receipt summary section to enter your amount of services received. The following fields are available in the Header Information section: Receipt No. Receipt Date Packing Slip No. Supplier Name Once the receipt is completed, the system will assign it a numerical document ID. This receipt number can be used in the history search features and can be located from the purchase order to track total receiving by PO. Enter the date the services were performed. Enter the packing slip number if appropriate. This field can be used in the history search feature. The vendor will automatically default from the purchase order

13 Received By Receipt Address Carrier Tracking No. Flexible Field 2 Attachments This field will automatically default based on your log in credentials. The Ship To Address entered on the purchase order will automatically default. You can only change the receipt address if you have additional Ship To Addresses entered into your user profile. Select the appropriate carrier from the dropdown list or leave blank. Enter a tracking number if appropriate. This field can later be used in the history search. This field can be used for additional information. We recommend entering the vendor s invoice number if known. This field allows you to attach documentation to your receiving receipt such as a scanned copy of the vendor s invoice. Please note that you must still send all original invoices to Accounts Payable for processing

14 Notes This is an additional field to enter information that will help Accounts Payable or your department. The Receipt Lines section is where you will enter the cost of the items received. Enter the Cost of the items received. The Cost field will pre-populate with the remaining cost for each item. If you have additional goods or services on the order that you have not received, you will need to remove the items from the receipt

15 Select the items that should not be included in the receipt by clicking the box to the right of the item(s). Select the Remove Selected Items from the For Selected Lines: dropdown box and select Go. Select Remove Selected Items and select Go. The marked items will no longer appear on the receiving receipt. This should leave only items you wish to mark as cost received or cost cancelled. Next to each remaining item, enter the appropriate cost of the services received. Select one of the below actions from the drop down list for each item. Cost Received Cost Cancelled Receive the cost entered. Reduce the remaining cost on a PO. For example, if there is cost remaining but you will no longer receive service, enter the amount of remaining cost to close the PO. Select Cost Received or Cost Cancelled and select Go

16 Before completing the receiving receipt, please verify that you have entered the information accurately. Once the receiving receipt is accurate, select Complete at the top of the page. Select Complete TechBuy will assign a receipt number to the completed document

17 Reopen and Edit or Delete a Receipt When you create a receipt, a mistake can be made by keying in the wrong quantity or the wrong dollar amount. You may even create a receipt against the wrong PO. This section will show you how to reopen a receipt and make edits or delete the receipt. To reopen a receipt, select the Summary tab. Select the Reopen Receipt button. Select the Summary sub-tab Select Reopen Receipt You will receive this message. Select OK. Select OK 15-17

18 The Reopen Receipt Reason window appears. You must enter a comment on the receipt to explain why you are reopening the receipt. You may also select a user(s) to receive an indicating that a comment has been added to the document. Select Reopen Receipt. Select Reopen Receipt The comment will be recorded in the receipt history and will be viewable to any administrator who wants to see why the receipt was reopened. After entering your comment and selecting Reopen Receipt, the receipt will be in draft mode again. With the receipt being in draft mode, you can make edits or delete the receipt completely. Note: Some receipts are not eligible to be reopened. If a receipt has an invoice created against it, it is NOT permitted to be reopened. Additionally, any receipts created PRIOR to July 24, 2011, CANNOT be reopened

19 Locating Incomplete Receipts This section will show you how to locate saved and incomplete receipts. To view completed receipts, please review the Receipt History section of the History chapter. Select Invoices & Receipts and View Draft Receipts. Select the Invoices & Receipts Select View Draft Receipts This will populate a list of all incomplete receiving receipts. If you will not complete the receiving receipt, select the Delete icon. This will remove it from the draft receipt list. Delete the Receipts that you will not complete 15-19

20 Review Receiving Receipts by Purchase Order When you search by the purchase order the Search Tool will list all receipts associated with the PO. To review all receipts select the Purchase Order number

21 The Purchase Order Status page will appear. Select the Receipts tab. Select the Receipts tab The Receipts tab contains two sections. The first section will list all receiving receipts entered against the PO. You can select a Receipt No. to view the receipt detail. Select a Receipt No. to review the receipt detail 15-21

22 The lower section of the screen will provide a summary of receiving for each item. It will show the remaining cost or quantity that has not been received and the net received quantity or cost. When you select the Receipts tab and no receipts exist, the tab will display indicating There are no receipts for this PO. There are no receipts for this PO 15-22

23 The Draft Receipts page appears with the Draft Receipts list and you are able to view the other draft receipts that exist for that PO. If you will not complete the receiving receipt, select the Delete icon. This will remove it from the draft receipt list. Select Receipt Name to complete the receipt Select Delete if not completing the receipt 15-23

24 When you select a Receipt Name, a New Qty Receipt page appears to complete the receipt

Date Tester Pass/Fail Notes. Step Action Input Expected Results 1. From the Financials menu, click the Purchasing link.

Date Tester Pass/Fail Notes. Step Action Input Expected Results 1. From the Financials menu, click the Purchasing link. Test History Date Tester / Notes Time to Test Estimated Time Actual Time Test Setup Test Navigation 1. From the Financials menu, click the Purchasing link. 2. Click the Receipts link. 3. Click the Add/Update

More information

BUYWAYS Receiving Created on 9/26/2014 4:13:00 PM

BUYWAYS Receiving Created on 9/26/2014 4:13:00 PM Created on 9/26/2014 4:13:00 PM Table of Contents... 1 Receiving Orders... 1 Searching for a Purchase Order... 1 Creating a Full Quantity Receipt... 5 Creating a Partial Quantity Receipt... 10 Viewing

More information

Process Document Financials 9.0: Creating Receipts. Version 9.0 Document Generation Date 2/16/2009 Last Changed by Status. Creating Receipts.

Process Document Financials 9.0: Creating Receipts. Version 9.0 Document Generation Date 2/16/2009 Last Changed by Status. Creating Receipts. Version 9.0 Document Generation Date 2/16/2009 Last Changed by Status Final System Office Creating Receipts Concept When shipments arrive from vendors, the items included in the shipment go through a receiving

More information

Receiving in Aggie Mart

Receiving in Aggie Mart Receiving in Aggie Mart Departments will use Aggie Mart to receive items against Purchase Orders created in Aggie Mart. Accounts Payable will pay invoices received in Aggie Mart when invoices are received.

More information

12. Entering Receiving Information in Banner Finance

12. Entering Receiving Information in Banner Finance 12. Entering Receiving Information in Banner Finance Overview A Receiving document is required for all Purchase Orders (PO) and Standing Orders (SO), for any dollar amount, as a confirmation that you have

More information

How to Receive in PeopleSoft

How to Receive in PeopleSoft How to Receive in PeopleSoft Please Note: there are several ways to receive in PeopleSoft as illustrated below. You may choose the option that works best for you Receiving items in PeopleSoft is an important

More information

Receiving Goods Receive All

Receiving Goods Receive All Receiving Goods Receive All Use the Receive All process when all of the line items were received on the same day and there are no discrepancies between the quantities received and the quantities listed

More information

UR Procurement Create Receipts Implementation Tenant -

UR Procurement Create Receipts Implementation Tenant - UR Procurement Create Receipts Implementation Tenant - https://wd5-impl.workday.com/rochester3 Instructions Home page: Use the UR logo to return to this Home screen Use the Search field with keywords Use

More information

Back to Top Return here. Logging In Access and log in to Ariba. Access Receiving Navigate to the appropriate area to work with RCs

Back to Top Return here. Logging In Access and log in to Ariba. Access Receiving Navigate to the appropriate area to work with RCs 1 Ariba 9R1 Training Workbook: Receiving This document will review tips for receiving, rejecting, and editing a receipt (RC). RCs are a document type in Ariba used to indicate if items ordered via purchase

More information

This job aid instructs receivers of goods and services on how to enter Receipts into CUNYfirst.

This job aid instructs receivers of goods and services on how to enter Receipts into CUNYfirst. This job aid instructs receivers of goods and services on how to enter Receipts into CUNYfirst. 1. From the CUNYfirst home page (www.home.cunyfirst.cuny.edu), log in to CUNYfirst production. Click on the

More information

Receiving provides an acknowledgement in AggieMart that the goods/services ordered have been received.

Receiving provides an acknowledgement in AggieMart that the goods/services ordered have been received. Receiving Receiving provides an acknowledgement in AggieMart that the goods/services ordered have been received. Receiving must be completed for all purchases as acknowledgement that a good has been physically

More information

UCSB Business & Financial Services Procurement

UCSB Business & Financial Services Procurement UCSB Business & Financial Services Procurement Gateway Systems Receiving Overview (12/20/2016) Presented By: Kathleen Yabsley Last Modified Date: 10/18/2016 Why should we receive? It is your department

More information

How to Receive in Banner

How to Receive in Banner How to Receive in Banner Description: Use the Receiving Goods Form to enter goods received information. You can only perform receiving transactions against completed and approved purchase orders. Form

More information

FAMIS NON-INVENTORY PURCHASING MANUAL

FAMIS NON-INVENTORY PURCHASING MANUAL FAMIS NON-INVENTORY PURCHASING MANUAL 1 Contents Overview of Non-inventory purchasing process... 3 Create FAMIS Non-Stock Stock Part... 4 Create FAMIS Purchase Order (PO)... 6 Receiving Item in FAMIS...

More information

Quick Reference Card Receiving in Ariba

Quick Reference Card Receiving in Ariba This QRC provides the basic steps to receive, reverse, return, reject and close a Purchase Order (PO) in Ariba during the receiving process. Receiving is required on PO s >$250. PO s

More information

Invoice QuickStart Guide

Invoice QuickStart Guide Invoice QuickStart Guide Table of Contents Working with Payment Requests Manually Creating a Payment Request from an Existing Vendor Creating a Recurring Payment Request Adding Distributions to a Payment

More information

PipeChain. Instructions WebEDI, Stadium Version 4.0. Porfyrvägen Lund Sverige.

PipeChain. Instructions WebEDI, Stadium Version 4.0. Porfyrvägen Lund Sverige. ADRESS Porfyrvägen 14 224 78 Lund Sverige TEL +46 31 727 86 10 info@pipechain.com www.pipechain.com PipeChain Instructions WebEDI, Stadium 2017-02-28 Version 4.0 1 PipeChain WebEDI for Stadium Table of

More information

Supply Network Collaboration (Supplier View) - Internet Explorer

Supply Network Collaboration (Supplier View) - Internet Explorer 1.1. SNC Create ASN and Shipment note 1.1.1. Supply Network Collaboration (Supplier View) - Internet Use this instruction to create Advanced Shipment Notification, issue SSCC label and consignment note.

More information

People. Processes. Integrating Globally.

People. Processes. Integrating Globally. People. Processes. Integrating Globally. Course: isupplier for Suppliers Table of Contents Table of Contents Course Introduction...4 L1: Vendor Registration... 6 Register for isupplier using SteelTrack

More information

Login to CUNYfirst: Select Financial Supply Chain

Login to CUNYfirst: Select Financial Supply Chain Login to CUNYfirst: Select Financial Supply Chain Select Purchasing 37 Select Receipts Select Add/Update Receipts 38 Click on the Look Up (magnifying glass) Select Business Unit GRDPR Click ADD 1. Enter

More information

Scholastic Oracle Cloud Supplier Portal User Guide

Scholastic Oracle Cloud Supplier Portal User Guide Scholastic Oracle Cloud Supplier Portal User Guide Table of Contents Introduction to the Supplier Portal... 3 What is the Supplier Portal?... 3 Navigating the Supplier portal... 3 Logging in... 3 Homepage

More information

How to Receive on a Purchase Order

How to Receive on a Purchase Order Module: Purchasing Topic: Purchase Order Receiving How to Receive Munis Version 11.1 How to Receive on a Purchase Order Objective This document provides instructions on how to record the receipt of items

More information

Main Login Screen Enter user name and password. New users can call or customer service using the information provided. If you have forgotten

Main Login Screen Enter user name and password. New users can call or  customer service using the information provided. If you have forgotten Main Login Screen Enter user name and password. New users can call or email customer service using the information provided. If you have forgotten your password, enter your email address in the box provided

More information

FAMIS Receipt Entry: What s Changing and What s Not. Purchase order receiving in FAMIS is changing. How will this impact how you do receipt entry?

FAMIS Receipt Entry: What s Changing and What s Not. Purchase order receiving in FAMIS is changing. How will this impact how you do receipt entry? Receipt Entry: What s Changing and What s Not Purchase order receiving in is changing. How will this impact how you do receipt entry? Before After You entered receipts in for Now, you enter receipts for

More information

Texas Tech University Health Sciences Center Finance & Administration. Document Search

Texas Tech University Health Sciences Center Finance & Administration. Document Search Texas Tech University Health Sciences Center Finance & Administration Document Search This chapter will focus on finding documents within TechBuy using the Document Search feature. The Document Search

More information

Contacts: Nancy Odle Debbie Abell. Procurement Services:

Contacts: Nancy Odle Debbie Abell. Procurement Services: Contacts: Nancy Odle Debbie Abell Procurement Services: 453-5751 Revised January 2018 Table of Contents Using Purchase Order Summary... 2 Checking the Status of a Purchase Order... 4 Checking if a Releases

More information

Scholastic Oracle Cloud Supplier Portal User Guide

Scholastic Oracle Cloud Supplier Portal User Guide Scholastic Oracle Cloud Supplier Portal User Guide Table of Contents Introduction to the Supplier Portal... 3 What is the Supplier Portal?... 3 Navigating the Supplier portal... 3 Logging in... 3 Homepage

More information

Supplier Invoicing. Create a PO Backed Credit Note via CSN

Supplier Invoicing. Create a PO Backed Credit Note via CSN Supplier Invoicing There are two methods for creating a credit note via the Coupa Supplier Network (CSN) and from the email which originally conveyed the Purchase Order. Both methods are outlined below.

More information

Last Updated 11/13/15. LM Procure to Pay Quick Reference Guide For Suppliers Using einvoicing

Last Updated 11/13/15. LM Procure to Pay Quick Reference Guide For Suppliers Using einvoicing Last Updated 11/13/15 LM Procure to Pay Quick Reference Guide For Suppliers Using einvoicing Lockheed Martin Procure to Pay November 2015 Procedure This quick reference guide navigates through the DCI

More information

Entering a Purchase Order (Formerly DPO) - DO NOT USE SAFARI

Entering a Purchase Order (Formerly DPO) - DO NOT USE SAFARI Entering a Purchase Order (Formerly DPO) - DO NOT USE SAFARI Select the Finance Tab at the top right of the screen. Select Purchase Orders from menu list on the left side of page. Select or to start a

More information

HDW Order App. Instruction Manual

HDW Order App. Instruction Manual HDW Order App Instruction Manual Contents HDW Order App... 1 Using the App... 2 Update Tab... 3 Website Login Info... 4 Search Tab... 5 Category Tab... 7 Vendors Tab... 8 Item Detail... 9 Orders Tab...

More information

Distributor On-Line User Manual. Terex Construction Americas 8800 Rostin Road Southaven, MS ( TEREX)

Distributor On-Line User Manual. Terex Construction Americas 8800 Rostin Road Southaven, MS ( TEREX) Distributor On-Line User Manual Terex Construction Americas 8800 Rostin Road Southaven, MS 38671 888-908-3739 (888-90-TEREX) Version 01.12 January 2012 Getting Started: Login and Passwords To begin, access

More information

Los Angeles Unified School District Maximo 7.5 / Procurement Annual Contract Purchase (PG) Guide. Post Date: 9/13/13

Los Angeles Unified School District Maximo 7.5 / Procurement Annual Contract Purchase (PG) Guide. Post Date: 9/13/13 Los Angeles Unified School District Maximo 7.5 / Procurement Annual Contract Purchase (PG) Guide Post Date: 9/13/13 DEFINITION The Annual Contract Purchase (PG) Guide is a method to purchase goods, commodities,

More information

myfinance User Guide Create a goods receipt Learning Objectives

myfinance User Guide Create a goods receipt Learning Objectives myfinance User Guide Create a goods receipt After a Purchase Order is dispatched, the vendor ships the stock. When the stock arrives, users are required to create a Goods Receipt directly into myfinance

More information

Web Supplies Indent System - User Guide This new system does not need any installation of new program. What you need is merely Internet browser.

Web Supplies Indent System - User Guide This new system does not need any installation of new program. What you need is merely Internet browser. - User Guide This new system does not need any installation of new program. What you need is merely Internet browser. Indent Create new Indent (with Operator role) 1. Open Internet Explorer. 2. Type URL

More information

Buyers Work Centre: Amending Orders

Buyers Work Centre: Amending Orders Buyers Work Centre: Amending Orders Responsibility Navigate iprocurement Buyer Buyers Work Centre > Orders You are restricted to what amendments can be made to orders. The following amendments can be made:

More information

Purchase Order Acknowledgement Reference Guide SPS Commerce WebForms Customers FULFILLMENT

Purchase Order Acknowledgement Reference Guide SPS Commerce WebForms Customers FULFILLMENT Purchase Order Acknowledgement Reference Guide SPS Commerce WebForms Customers FULFILLMENT AGENDA 1. Loading the Purchase Order Acknowledgement form 2. Completing the Header tab 3. Completing the Detail

More information

Receiving. Receive a Partial Delivery in Lancer Point Purchasing:

Receiving. Receive a Partial Delivery in Lancer Point Purchasing: Note: Remember, in Lancer Point, every step of the requisition has a tracking number. If you type FOIDOCH at the Go To menu, it will show you the different tracking numbers for each step of a requisition:

More information

1. From the Tyler Menu, go to Financials>Purchasing>Purchase Order Processing> Requisitions (i.e. click on requisitions)

1. From the Tyler Menu, go to Financials>Purchasing>Purchase Order Processing> Requisitions (i.e. click on requisitions) TO REQUEST A PURCHASE ORDER 1. From the Tyler Menu, go to Financials>Purchasing>Purchase Order Processing> Requisitions (i.e. click on requisitions) 2. The following screen will appear. Click New. The

More information

RECEIVING Fast 9.1 Purchasing Services. Purchasing Services RECEIVING TABLE OF CONTENTS. OVERVIEW Page 2. CREATE A RECEIPT Page 3

RECEIVING Fast 9.1 Purchasing Services. Purchasing Services RECEIVING TABLE OF CONTENTS. OVERVIEW Page 2. CREATE A RECEIPT Page 3 FAST FINANCIALS 9.1 Purchasing Services RECEIVING TABLE OF CONTENTS OVERVIEW Page 2 CREATE A RECEIPT Page 3 PRINT THE RECEIPT Page 6 MODIFY A RECEIPT Page 9 INCREASE/ DECREASE Page 9 CANCEL RECEIPT LINE

More information

E2OPEN SUPPLIER TRAINING VERSION MARCH 15, 2018

E2OPEN SUPPLIER TRAINING VERSION MARCH 15, 2018 E2OPEN SUPPLIER TRAINING VERSION MARCH 15, 2018 Thank You for Participating Thank you for partnering with Bosch and agreeing to use the E2Open Web-based Supply Chain Management Portal. The new solution

More information

Falcon s Purch Guide REQUESTORS AND SHOPPERS. 1 Revised 7/16/18

Falcon s Purch Guide REQUESTORS AND SHOPPERS. 1 Revised 7/16/18 Falcon s Purch Guide REQUESTORS AND SHOPPERS 1 Table of Contents General Shopping & Requisitions... 3 Punchout, Hosted Catalogs and Non-catalog Items... 3 Splitting Between Multiple Budgets... 4 Foundation

More information

CREATE INVOICE (WITHOUT A PO)

CREATE INVOICE (WITHOUT A PO) CREATE INVOICE (WITHOUT A PO) DESCRIPTION This process is used to submit a Non PO invoice. If you still have questions, please email NobleInvoiceOnly@nblenergy.com. PROCEDURE STEP 1: Login to Oracle (https://oracledmzpnob1i.nobleenergyinc.com/oa_html/appslogin).

More information

Keystone Automotive. Overview of Keystone Automotive Documents November 2015 FULFILLMENT

Keystone Automotive. Overview of Keystone Automotive Documents November 2015 FULFILLMENT Keystone Automotive Overview of Keystone Automotive Documents November 2015 FULFILLMENT 2 TABLE OF CONTENTS Welcome What is EDI? 4 5 Java 7 WebForms Navigation 10 Inbox/Sent/Drafts 13 Advance Ship Notice

More information

GSP User Guide for SEF Suppliers using Discrete POs (Supplier User Instructions)

GSP User Guide for SEF Suppliers using Discrete POs (Supplier User Instructions) GSP User Guide for SEF Suppliers using Discrete POs (Supplier User Instructions) Overview This document covers the standard functions within GSP that will be used by SEF suppliers when Discrete POs are

More information

Overview of HoundMart eprocurement Module and Benefits

Overview of HoundMart eprocurement Module and Benefits Contents Overview of HoundMart eprocurement Module and Benefits... 1 Purpose of this Guide... 1 Access HoundMart Application... 2 HoundMart Home Page Overview... 3 Shop using Hosted Catalog... 4 Notification

More information

Line Item Options. CFS Purchasing. Contents

Line Item Options. CFS Purchasing. Contents Line Item Options This guide outlines the process for all options relating to the line item itself. The list below will help reference where in the document contents appear. Contents ADDING ADDITIONAL

More information

Introduction... 2 Prerequisites... 2 Navigation... 2 Home Page... 3 View Receipts... 4 View Invoices... 8 View Payments... 12

Introduction... 2 Prerequisites... 2 Navigation... 2 Home Page... 3 View Receipts... 4 View Invoices... 8 View Payments... 12 Table of Contents Introduction... 2 Prerequisites... 2 Navigation... 2 Home Page... 3 View Receipts... 4 View Invoices... 8 View Payments... 12 Revised on 5/1/2017 Page 1 Introduction Suppliers can view

More information

Banner 9 Training Guide

Banner 9 Training Guide South Dakota Board of Regents Student Information System/Financial Aid Human Resources/Finance Information System Banner 9 Training Guide Date 9/26/2018 This training assumes that the user has completed

More information

Nanyang Technological University(NTU)

Nanyang Technological University(NTU) Nanyang Technological University(NTU) Buying and Invoicing Light Account Suppliers This User Guide is created for Light Account Suppliers trading with NTU using Ariba Network It contains key steps for

More information

20_Create Receipt. Purpose: How to Access: Audience:

20_Create Receipt. Purpose: How to Access: Audience: 20_Create Receipt Purpose: How to Access: Audience: The purpose of this task is to create a full or partial receipt for products or services delivered as part of a Purchase Order (PO) or Supplier Contract

More information

Creating Online Requisitions In Banner

Creating Online Requisitions In Banner Creating Online Requisitions In Banner 1 Log into LOLA with your Username and Password. 2 Enter Self-Service by clicking on South Central Louisiana Technical College 3 Click on the Finance Tab or the Finance

More information

Finance Support Share:\Finance Support\OnBase\BPG_OB_Change_Order_Request. Revision Control Date By Action Pages S.Rios Document created 15

Finance Support Share:\Finance Support\OnBase\BPG_OB_Change_Order_Request. Revision Control Date By Action Pages S.Rios Document created 15 Business Process Guide Process: Change Order Request Module: OnBase Unity Form OVERVIEW Brief overview of module processes. High Level Description Process Change Order Request Module OnBase Unity Form

More information

Request for Credit in Accounts Payable

Request for Credit in Accounts Payable App Number: 010045 Request for Credit in Accounts Payable Last Updated 28 September 2016 Powered by: AppsForGreentree.com 2014 1 Table of Contents Features... 3 Detailed Features... 3 Important Notes...

More information

Goddess Purchasing Portal Quick Reference Guide. Welcome to the Goddess Purchasing Portal!

Goddess Purchasing Portal Quick Reference Guide. Welcome to the Goddess Purchasing Portal! Goddess Purchasing Portal Quick Reference Guide Welcome to the Goddess Purchasing Portal! URL http://www.goddessproductsinc.com/arkansas.html Login Password Your HSU Email Addres Welcome1 (case sensitive)

More information

Go to the ADMINISTRATION tab >Systems box> E-Pro(E-Vouchers, PReqs/Receiving)

Go to the ADMINISTRATION tab >Systems box> E-Pro(E-Vouchers, PReqs/Receiving) Receiving Guide This guide demonstrates the process of receiving goods for the Receiver on requisition orders to an outside vendor. The receiver should be someone other than the initiator to ensure proper

More information

User Documentation. t-commerce User s Guide

User Documentation. t-commerce User s Guide User Documentation t-commerce User s Guide TRIBUTE INC. USER DOCUMENTATION t-commerce User s Guide Copyright Notice and Trademarks 2000-2007 Tribute, Inc. All rights reserved t-commerce is a registered

More information

TRAINING GUIDE - REGISTERED SUPPLIER GUIDE Lamprell Energy Limited Procurement and Supply Chain. Version: 1.0

TRAINING GUIDE - REGISTERED SUPPLIER GUIDE Lamprell Energy Limited Procurement and Supply Chain. Version: 1.0 TRAINING GUIDE - REGISTERED SUPPLIER GUIDE Lamprell Energy Limited Procurement and Supply Chain Version: 1.0 Table of Contents Introduction... 3 Login... 3 Login Assistance... 3 Homepage... 4 Sourcing...

More information

Welcome to the Goddess Purchasing Portal!

Welcome to the Goddess Purchasing Portal! Goddess Purchasing Portal Quick Reference Guide Welcome to the Goddess Purchasing Portal! URL http://www.goddessproductsinc.com/arkansas.html Login Password Your State of Arkansas Email Address Welcome1

More information

ShelbyNext Financials Portal

ShelbyNext Financials Portal How To Use ShelbyNext Financials Portal Updated: 6/21/2016 2016 Shelby Systems, Inc. All Rights Reserved Other brand and product names are trademarks or registered trademarks of the respective holders.

More information

PeopleSoft Financials 9.2 Upgrade Candyse Edwards Health eshop Administrator. How to Create a Health eshop Requisition

PeopleSoft Financials 9.2 Upgrade Candyse Edwards Health eshop Administrator. How to Create a Health eshop Requisition PeopleSoft Financials 9.2 Upgrade Candyse Edwards Health eshop Administrator How to Create a Health eshop Requisition Upon logging into PeopleSoft, click on the Navigation/Compass Symbol and then Navigator.

More information

There are two ways to create electronic invoices via the Coupa Supplier Network (CSN) and the purchase order (aka flipping the PO).

There are two ways to create electronic invoices via the Coupa Supplier Network (CSN) and the purchase order  (aka flipping the PO). Supplier Invoicing There are two ways to create electronic invoices via the Coupa Supplier Network (CSN) and the purchase order email (aka flipping the PO). Create PO Backed Invoice via CSN 1. Log in to

More information

Purchase Orders T i ra i n ng

Purchase Orders T i ra i n ng Purchase Orders Training i Agenda Overview Creation & Setup Items Vendors Addresses Accounting Attachments Internal Communication Vendor Notification Change Order Periscope Holdings, Inc. 2 Overview Overview

More information

FOUR SEASONS MARKETPLACE BUYER TRAINING

FOUR SEASONS MARKETPLACE BUYER TRAINING FOUR SEASONS MARKETPLACE BUYER TRAINING Table Of Contents 1. INTRODUCTION... 2 2. LOGIN SCREEN... 3 3. FRONT PAGE... 5 3.1 LOGO PANEL... 6 3.2. SEARCH PANEL... 9 3.3 FRONT PAGE TABS... 10 3.4 CATALOGS

More information

Getting Started with Request for Quotes (RFQ)

Getting Started with Request for Quotes (RFQ) Getting Started with Request for Quotes (RFQ) Enter your email Usermame and password in all lowercase and Click STEP 1: Click Add/Update RFQ Request for Quote STEP 2: Accept the defaults and click ADD

More information

UNIVERSITY OF NEW MEXICO FIN PU-101 Purchasing Processes for Departments Lab. Participant Guide

UNIVERSITY OF NEW MEXICO FIN PU-101 Purchasing Processes for Departments Lab. Participant Guide 0 UNIVERSITY OF NEW MEXICO FIN PU-101 Purchasing Processes for Departments Lab Participant Guide Version 3.0 11/02/2010 Table of Contents Confidentiality and Sensitive Information 2 Course Pre-requisites

More information

Quick Reference Guide Welcome to the SUNY TierOne Diversity Site

Quick Reference Guide Welcome to the SUNY TierOne Diversity Site Quick Reference Guide Welcome to the SUNY TierOne Diversity Site HOMEPAGE CONTRACT Select Contract from your location dropdown to shop SUNY Pre-approved items. NON-CONTRACT Select NonContract from your

More information

Stein Mart FULFILLMENT

Stein Mart FULFILLMENT Stein Mart FULFILLMENT WebForms Reference Guide November 2015 2 TABLE OF CONTENTS Welcome What is EDI? 4 5 Java 7 WebForms Navigation 10 Inbox/Sent/Drafts 13 Stein Mart Orders Purchase Order Navigation

More information

Vendor Portal User Guide

Vendor Portal User Guide Vendor Portal User Guide Version 1.3.208 Taulia Inc. 420 Taylor Street, 4 th Floor San Francisco, CA 94102 Phone +1 (415) 376 8280 Fax +1 (415) 639 6439 Taulia GmbH Bundesallee 171 10715 Berlin, Germany

More information

CUBuyplusR. Browser s Guide

CUBuyplusR. Browser s Guide CUBuyplusR Browser s Guide This guide will review how to search for products and add them to your cart. In addition, the procedure for generating a purchase request will be outlined as well as tracking

More information

Purchase Order Request for Changes (SIR)

Purchase Order Request for Changes (SIR) Request for Changes (SIR) October 2017 Presented by: Vendor Services, Nabors Corporate Services Vendor.services@nabors.com Request for Changes (SIR) NOTE: NOTE: The Oracle Portal should only be used to

More information

USER GUIDE. June 2012 VERSION 1.0. Supplier Portal. Kimberly-Clark. E-sourcing

USER GUIDE. June 2012 VERSION 1.0. Supplier Portal. Kimberly-Clark. E-sourcing USER GUIDE June 2012 VERSION 1.0 Supplier Portal Kimberly-Clark E-sourcing Copyright 2005, Kimberly-Clark Worldwide, Inc. All rights reserved. This document and its associated training materials are proprietary

More information

SCP Embraer Supplier Guide

SCP Embraer Supplier Guide SCP Embraer Supplier Guide Revised 1 Contents Introduction... 5 Getting Started... 5 How to Log In to SCP... 5 Steps to Complete First Time Login... 6 Steps to Log-in to SCP... 7 General Navigation and

More information

Online Requesting and Receiving. Training Manual

Online Requesting and Receiving. Training Manual Online Requesting and Receiving Training Manual 1 Table of Contents Introduction 3 Logging In.3 Creating a Profile...3 Modifying a Ship to Address...3 FOAPAL and Commodity Codes 3 Code Favorites...3 Understanding

More information

TechBuy. Administration and Finance Information Systems Management. AFSIM Page 1

TechBuy. Administration and Finance Information Systems Management. AFSIM Page 1 TechBuy Administration and Finance Information Systems Management AFSIM 06.17 Page 1 Introduction to TechBuy TechBuy is a shopping mechanism used jointly by Texas Tech University System, Texas Tech University

More information

Purchase Orders Training

Purchase Orders Training Purchase Orders Training Agenda Overview Creation & Setup Items Vendors Addresses Accounting Attachments Internal Communication Vendor Notification Change Order Periscope Holdings, Inc. 2 Overview Overview

More information

Signing on to Smartstream

Signing on to Smartstream Signing on to Smartstream To access Smartstream: Open the Internet Explorer homepage. Click on Staff Applications Under Staff Applications, scroll to the "Smartstream" option. Click on that option. 1 Signing

More information

Daman isupplier Portal User Guide. Procurement

Daman isupplier Portal User Guide. Procurement Procurement Table of Content 1. Introduction... 4 Benefits associated with using isupplier include:... 4 2. System Requirements... 4 2.1 Recommended Operating System:... 4 2.2 Browser Requirements:...

More information

Ariba Manual INVOICING PO

Ariba Manual INVOICING PO Ariba Manual INVOICING PO For Suppliers Date 6 september 2013 Document name Ariba Manual - Invoicing PO (SUPPLIER).docx Version Version 2.0 2013 N.V. Nederlandse Gasunie, Groningen Page 1 of 23 Contents

More information

eva Purchasing & Banner Receiving Manual

eva Purchasing & Banner Receiving Manual eva Purchasing & Banner Receiving Manual Compliance Employees are responsible for knowing and complying with established University and State policies and procedures when creating/approving requisitions

More information

RESOLV EDI CONTROL. User Guide Version 9.2 for HANA PRESENTED BY ACHIEVE IT SOLUTIONS

RESOLV EDI CONTROL. User Guide Version 9.2 for HANA PRESENTED BY ACHIEVE IT SOLUTIONS RESOLV EDI CONTROL User Guide Version 9.2 for HANA PRESENTED BY ACHIEVE IT SOLUTIONS Copyright 2011-2016 by Achieve IT Solutions These materials are subject to change without notice. These materials are

More information

How to Place an Order

How to Place an Order How to Place an Order In this document, you will find information or step-by-step directions on the following topics: Add Items to Your Cart... 2 Add Programs, Publications, and Learning Items to Your

More information

daa isupplier User Guide

daa isupplier User Guide daa isupplier User Guide December 2017 Contents Prerequisites... 3 Introduction... 4 1.1 Registration... 6 1.2 Login... 6 1.3 Basic Overview of the isupplier Portal Homepage... 7 1.4 Purchase Order Acceptance

More information

MCIR Vaccine E-Ordering Guide

MCIR Vaccine E-Ordering Guide MCIR Vaccine E-Ordering Guide Hospital Pharmacy Universal Hepatitis B Version 4-7-2011 MCIR Home Screen with E-Ordering Options Only MCIR users that are activated for E-Ordering (Electronic Ordering) will

More information

My.Celanese.com User s Guide Updated Thursday, October 08, 2015

My.Celanese.com User s Guide Updated Thursday, October 08, 2015 My.Celanese. com User ss Guide Updated Thursday, October 08, 2015 Part No. 1.1 Contents Preface About this User s Guide... 3 User Guide Login & Account Preferences... 4 Password... 4 Default Settings...

More information

Revision Control Date By Action Pages 12/13/2011 Jonathan Hale 9.0 Process -----

Revision Control Date By Action Pages 12/13/2011 Jonathan Hale 9.0 Process ----- Procurement Business Process Guide Process: Create a New Express Purchase Order (EPO) Module: Purchasing High Level Description Process Module Document Type Create a New Express Purchase Order Purchasing

More information

Standard Forms Invoicing. Invoicing Discrepancy Resolution. Chapter /17 Chapter 10 - Page 1

Standard Forms Invoicing. Invoicing Discrepancy Resolution. Chapter /17 Chapter 10 - Page 1 Standard Forms Invoicing Discrepancy Chapter 10 09/17 Chapter 10 - Page 1 Standard Forms Section Objectives At the end of this section, you should be able to: Understand what causes invoicing discrepancies

More information

ASN CARTON LABEL CREATION

ASN CARTON LABEL CREATION ASN CARTON LABEL CREATION 1. Instructions to CREATE MULTIPLE CARTON LABELS, one for EACH CARTON according with the CASE PACK. (Pages 2 through 9). The user can create multiple cartons per item(sku), the

More information

Submitting an Order Request Using LSA s Online Purchasing System

Submitting an Order Request Using LSA s Online Purchasing System Submitting an Order Request Using LSA s Online Purchasing System Overview LSA s Online Purchasing System is a web based system that allows departments to submit order requests, route through appropriate

More information

WELCOME to Qantas Group isupplier

WELCOME to Qantas Group isupplier WELCOME to Qantas Group isupplier A manual for suppliers Welcome to our isupplier help manual. You re receiving this manual as you are one of our preferred suppliers with access to the isupplier Portal.

More information

Financial Services Training Guide. PeopleSoft (9.1): Receipting Purchase Orders for Receipting Officers

Financial Services Training Guide. PeopleSoft (9.1): Receipting Purchase Orders for Receipting Officers Financial Services Training Guide PeopleSoft (9.1): Receipting Purchase Orders for Receipting Officers Page 1 Table of Contents 1 Receipting goods or services against a purchase order... 3 2 Find existing

More information

Job Aid How to SUBMIT a Confirmation / Invoice / Advance in 6 steps

Job Aid How to SUBMIT a Confirmation / Invoice / Advance in 6 steps Job Aid How to SUBMIT a Confirmation / Invoice / Advance in 6 steps This is a Quick Guide how to submit an Invoice and a Milestone Achievement Certificate (= Confirmation ) against an ESA Contract in six

More information

H&H Purchasing Services WebForms Reference Guide. Volume 1 FULFILLMENT

H&H Purchasing Services WebForms Reference Guide. Volume 1 FULFILLMENT H&H Purchasing Services WebForms Reference Guide Volume 1 FULFILLMENT April 2016 TABLE OF CONTENTS Introduction What is EDI? 3 4 WebForms Navigation Inbox/Sent/Drafts Purchase Order Acknowledgement Advance

More information

esupplier Connection

esupplier Connection esupplier Connection Manual Supply Management October 2016 Rev. 04 1 Table of Contents I. esupplier Connection Overview... 3 II. Work Instructions... 3 A. Getting Started... 3 1. Log In... 3 B. Navigating

More information

NextMark User s Guide. Order Processing Brokerage

NextMark User s Guide. Order Processing Brokerage NextMark User s Guide Order Processing Brokerage Table of Contents NextMark Order Processing... 3 Product Overview... 3 Scope and Content... 3 Getting Help...3 Getting Started... 3 Tools you will need:...

More information

RPA QUICK REFERENCE GUIDE

RPA QUICK REFERENCE GUIDE RPA QUICK REFERENCE GUIDE When you receive an invoice to be processed that is not on a PO you will create a RPA document. If it is an invoice for a BAM PO or AggieBuy PO send to invoices@tamu.edu. From

More information

George Mason University. eva Screen Shots The Supply Room Companies. Prepared by the Fiscal Services Training Office

George Mason University. eva Screen Shots The Supply Room Companies. Prepared by the Fiscal Services Training Office George Mason University eva Screen Shots The Supply Room Companies Prepared by the Fiscal Services Training Office July 2012 1 The following series of screen shots illustrate how to process a routine order

More information

Internet Data Exchange - General Navigation - View and Confirm Purchase Orders and Scheduling Agreements

Internet Data Exchange - General Navigation - View and Confirm Purchase Orders and Scheduling Agreements Internet Data Exchange - General Navigation - View and Confirm Purchase Orders and Scheduling Agreements Table of Contents Page 3 What is Internet Data Exchange (IDE) Page 4 - Benefits / Access Page 5

More information

Husky Energy Inc. Services Supplier Guide

Husky Energy Inc. Services Supplier Guide Cortex Desktop Husky Energy Inc. Services Supplier Guide April 2016 Document Version L1 Version L of the Services Supplier Guide corresponds to the Cortex Desktop update released on May 26, 2015. Contents

More information

CATERING REQUISITIONER REFERENCE GUIDE

CATERING REQUISITIONER REFERENCE GUIDE CATERING REQUISITIONER REFERENCE GUIDE In order to automate the processing of invoices and payments for catered events, all catered events must have a purchase requisition and a receiving created. Note

More information