Receiving OverviewReceiving Overview

Agenda

• Receipt Overview• Receipt Creationp• Receiving• Internal

Communication

Periscope Holdings, Inc.

Receipt Overviewp O

Overview –What are Receipts?p

Receipts enable Basic Purchasing and designatedDepartment Access users to document the receipt,p preturn and cancellation of ordered items within Buy A&M.

Receipts are created by finding the correspondingReceipts are created by finding the correspondingPurchase Order (PO) and indicating the quantity ordollar amount of an ordered good or service that hasb i d t d ll dbeen received, returned or cancelled.

Periscope Holdings, Inc.

Overview – Receipt Statuses

Status Name Description

In ProgressThe document is still being completed by the originator. It is still editable by the originator and an authorized user from the document’s business unitsdocument s business units.

Ready for Approval

The document has been submitted and is travelling down the approval path. The document cannot be edited, only approved, disapproved or cancelled.pp

Approved for Invoice

The items on the receipt have been approved and Accounts Payable users are now authorized to pay invoices for them.The document was disapproved by an approver. The document

Returnedpp y pp

can be “Reopened” by the originator to return it to “In Progress” status.

CancelledThe document has been cancelled by the originator, an approver,

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Cancelled or an authorized user from the document’s business units.

Periscope Holdings, Inc.

CreationC

Creation – Logging In

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Creation – Role Selection

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Creation – Overview

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Creation – From the PO

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Creation – From the PO (cont.)

Periscope Holdings, Inc. 11

Creation – From Documents Dropdownp

Periscope Holdings, Inc.

Creation –From Documents Dropdown (cont.)p ( )

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ReceivingReceiving

Receiving – General Tab

Periscope Holdings, Inc.

Receiving – Items Tab

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Receiving – Receive All

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Receiving – Add Receiving

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Receiving – Add Receiving for Fixed Assets

Periscope Holdings, Inc.

Receiving – Available Receipt Actions

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Receiving – Cancellation

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Receiving – Adjustments

Buy A&M Online 2013. Periscope Holdings, Inc. 22

Internal Communication

Internal Communication –Attachments Tab

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Internal Communication –Notes Tab

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Internal Communication –Summary Taby

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Internal Communication –Submit for Approvalpp

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Internal Communication – Approval

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Internal Communication –Receipt Historyp y

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