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Requisitions, Inquiries, and Receiving

Requisitions, Inquiries, and Receiving. Large Venue Demo. 11/6/2014. Agenda. Requisitions Changing Requester to allow easier receiving Setting up as Amount Only Budget Check required now Inquiries Manage Requisition - Life Cycle Inquiry Voucher Inquiry Payment Inquiry

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Requisitions, Inquiries, and Receiving

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  1. Requisitions, Inquiries, and Receiving Large Venue Demo 11/6/2014

  2. Agenda Requisitions • Changing Requester to allow easier receiving • Setting up as Amount Only • Budget Check required now Inquiries • Manage Requisition - Life Cycle Inquiry • Voucher Inquiry • Payment Inquiry • Requisition Inquiry (see Document Status pages) Receiving with the Receive Items Page • Finance Workcenter > ePro/PO > Campus Receiving Vendor Invoice Submission Page (VISP) • Use to upload invoices related to purchase orders

  3. Receiving by Monetary Amount If the line item of the purchase order is marked Amount Only, receiving is then done by amount. If you are attempting to enter a receipt for a line that requires you to enter by quantity and this does not seem appropriate to you, email frs_receiving@unc.edu, provide the PO number, and your contact info.

  4. Amount-Only Requisitions By setting up the requisition for amounts, the requester ensures the resulting purchase order is set up correctly, and ultimately receiving and invoice processing. 1

  5. Amount-Only Requisitions (cont.) Marking the Amount Only Checkbox allows for receiving by monetary amount for the line. It must be done for each req line that should be “amount only.” 2

  6. Check Budget

  7. Menu Paths for Receiving If you are the creator of the requisition or the requestor listed on the requisition, use this menu path: • Finance Workcenter > ePro/PO > Campus Receiving OR • Main Menu > Finance Menu > eProcurement > Receive Items If the creator and requestor of record are not available to create the receipt, use this menu path: • Finance Workcenter > ePro/PO > Campus Receiving OR • Main Menu > Finance Menu > eProcurement> Manage Requisitions

  8. Menu Paths for Receiving (cont) If the PO does not have a related requisition in ConnectCarolina (usually begins with a P or W number), use this menu path: • Main Menu > Finance Menu > Purchasing > Purchase Orders > Review PO Information > Purchase Orders • Inquire on the PO number, print the screen, mark which lines need to be received, then scan the marked page and attach it to an email to frs_receiving@unc.edu

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