Deleting a Receiving

  1. Select the Data Entry menu and then Receiving.

  2. The Receiving screen will appear.

  3. Enter the number of the purchase order for which to delete the receiving in the PO Number field.  If the purchase order number is not known, click the Find button to select the correct one.

  4. In the Purchase Order Detail Information List, click on the desired purchase order detail line for which to delete the receiving.

  5. 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.

  1. Click the Delete link located to the right of the receiving line to delete; when prompted, click Yes to the delete the line.

  2. Repeat Steps 4-6 until all the desired receiving lines have been deleted for the purchase order.

  3. Click the Save button to save the information for the purchase order, or click the Save and Clear button to save the information and add or edit another receiving.

  4. A message will appear stating the record was saved; click OK.

  5. 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.