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/Voucher # known

    If you know the PO or voucher #, use the Quick Search. 

    Click in the Search box, located in the upper right corner of your screen.

    If searching by PO #: Use the dropdown to select Purchase Order Number and enter the PO in the next field; click Search (magnifying glass).

    If searching by voucher #: Use the dropdown to select All and enter the voucher in the next field; click Search (magnifying glass). Select the PO from the resulting list.

    Method 2: PO/Voucher # not known

    If you do not know the PO or voucher #, perform a Document Search. Use your side navigation bar and go to Documents > Document Search > Search Documents.

    If needed, click the advanced search link in the upper right corner of your screen. Use the Search dropdown to search by Purchase Order (or by Requisition or Voucher). Enter your search criteria and click Search.

    A list of results will appear. Use the left side of your screen to refine your search by options such as date range, supplier, user, or SpeedType. Select the PO from the resulting list.

  2. Once your PO is displayed, use the Available Actions dropdown (located in the upper right corner of the page) and select Create Quantity Receipt. Click the Go button.

  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
       
  5. Click Complete located in the lower 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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