Receiving is required when a Purchase Order (PO) total is over $10,000, regardless of the amount of each invoice. It is performed by someone with the Requestor or Receiver role within CU Marketplace.

Read the procedures

  1. Locate your PO using one of the following methods:

    Method 1: PO # known

    If you know the PO #, use the Quick Search, located in the ribbon at the top of the screen.
    Use the dropdown to select Purchase Order Number and enter the PO in the next field; click Search (magnifying glass).

    Method 2: PO # not known

    If you do not know the PO #, perform a Document Search. Use your side navigation bar and go to Orders > Search > Purchase Orders. Enter your search criteria and click Search.
    A list of results will appear. Use the left side of your screen to refine your search further. Select the PO from the resulting list.

  2. Once your PO is displayed, use the Actions dropdown (located next to the document/Purchase Order number) and select Create Quantity Receipt.

  3. On the draft receipts page, if needed:

    a. Enter a unique Receipt Name.
    b. Enter the Packing Slip No. and attach a scan of the packing slip for records purposes.

  4. Record the items that arrived, or the portion of services performed, in the Receipt Lines section located in the bottom part of your screen.

    • Verify the Quantity of each line and update as needed.
    • If a line is not part of this receipt, remove it by clicking Remove Line or trash bin icon
  5. Click Complete located in the upper right corner of the page.
  6. A confirmation page will appear noting the receipt and PO numbers.

    In some cases, a supplier might send multiple shipments to fulfill one PO. For example, an item could be on backorder, or a large order might be shipped in multiple boxes which could be separated during shipping. Because of this, it is possible to perform receiving more than once on a given PO.

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