Select the Data Entry menu and then Receiving.
The Receiving screen will appear.
Enter the number of the purchase order for which to edit the receiving in the PO Number field. If the purchase order number is not known, click the Find button to select the correct one.
In the Purchase Order Detail Information List, click on the desired purchase order detail line for which to edit the receiving.
All the receiving lines entered for the selected purchase order detail line appear in the Receiving Information List at the bottom of the screen.
Note: The receiving lines entered by different users and those that have been invoiced will be disabled and cannot be changed or deleted.
Make the desired changes to the receiving information for the purchase order.
To change an existing receiving line, click the Edit link to the left of the receiving line to edit, make the changes, and then click the Save button.
To add a new receiving line, click the Add New button located at the bottom of the Receiving Information List, complete the Edit Detail screen, and then click the Save button. Refer to Step 6 on the Entering Receivings topic for additional instructions.
To delete a receiving line, click the Delete link located to the right of the desired line, and then when prompted, click Yes to the delete the row.
If needed, click the Asset Details button located to the right of the Asset field in the Receiving Information List to enter or edit the asset information for the receiving line.
Repeat Steps 4-6 until all the desired receiving lines have been edited for the purchase order.
Click the Save button to save the receiving information for the purchase order, or click the Save and Clear button to save the information and add or edit another receiving.
A message will appear stating the record was saved; click OK.
If designated to do so in the Email Manager option (in the School Accounting System), a receiving notification email will be sent at this time to the designated user.
Note: If a notification email did not go through, an error will be tracked in the Activity Log option (on the System Log tab) in the School Accounting System and an alert will appear on the main School Accounting System screen. If an email is rejected, the rejection notice will be sent to the appropriate address for the designated email address in the Email Manager option.
Tip: A notification email is not sent if the only changes made were to update the Receiving Status to Cancelled for one or more purchase order lines.