ProcureAZ 10 Receiving Objectives Examine the Receiving process Create a Receipt document Complete the Receipt of Items Review the process of attaching documentation and adding notes to a Receipt Review the submission and approval process for a Receipt ID: 773443
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ProcureAZ 10 Receiving
Objectives Examine the Receiving process Create a Receipt document Complete the Receipt of Items Review the process of attaching documentation and adding notes to a Receipt Review the submission and approval process for a Receipt
Receipt Overview Receipt Status In Progress Ready for Approval Approved for Invoice ReturnedCanceled NOTE: Receipts cannot be entered in ProcureAZ on Maximo documents. Receipts are entered in Maximo and interfaced to ProcureAZ.
Receipt Creation Purchase Order Status Sent Partial Receipt Complete Receipt Locate a Purchase OrderAdvanced Search
Receiving Items General Tab Items Tab Updated Items Tab Adjustments AttachmentsNotes
General Tab Receipt Description Department Location Receipt Owner
Items Tab Receive All Add Receiving Process Receipt Service From/To Dates Add ReturnProcess Return Service From/To Dates Cancel Item New
Updated Items Tab - Actions Add Receiving Cancel Item Add Adjustment View Item History
Adjustments Correct Errors Adjustment Details Positive - Increase Negative - Decrease
Attachments Add File Attachment Management
Notes Add Notes Header Item
Review and Submit Summary Tab Review Submit Approval Path Submit for ApprovalDocument ApprovedApproved for Invoice
Activity 10.1 Create a Receipt Document Scenario You have received a shipment of oars and need to process the Receipt in ProcureAZ. You will locate the Purchase Order document that was used to order the oars and create the Receipt. One of the oars was damaged, so you will need to return the oar to the vendor and indicate the return on the Receipt .
Summary Examined the Receiving process Created a Receipt document Completed the Receipt of Items Reviewed the process of attaching documentation and adding notes to a Receipt Reviewed the submission and approval process for a Receipt
Check Your Progress Receipts should only be created when all of the items on a Purchase Order have been received . a. True b. False
Check Your Progress The amount of an Item that is received can be __________ the Remaining Quantity/Dollars . a. Less than b. Greater than c. Equal to d. Both a and c
Check Your Progress The Service From and Service To date fields are only available when receiving or returning Items individually, not when Receiving All . a. True b. False
Check Your Progress Adjustment values are always positive . a. True b. False
Check Your Progress Notes can be added at the Header level and at the Item level for received items . a. True b. False
Check Your Progress Approved Receipt documents have a status of ____________. a. Ready for Approval b. Returned c. Payment Approved d. Approved for Invoice