Inquire on Receipts

In this topic you will learn how to Inquire on Receipts.

Business Unit:

Your Business Unit should default into the field when working in Production. If the Business Unit does not default into this field, enter it or select it by clicking the Lookup Business Unit button next to the Business Unit field. Then contact your Purchasing Superuser to ensure that your Business Unit defaults into this field when searching for future receipts. See below for a list of Business Units.


Enter the desired information into the Business Unit field. Enter "LSUSH".

You may enter or select one of the following search criteria to retrieve the Receipt:


• Receipt (ID) Number: The Receipt Number is generated after entering and saving the receipt. When working in Production, this is the number that you will record after entering a Receipt. See "Entering a Receipt for an Inventory Item" and "Entering a Receipt for a Non-Inventory Item" topics for details on obtaining a Receipt Number;

• Bill of Lading: The number entered in the Bill of Lading field when you entered the Receipt; or

• PO (ID) Number.

Enter the desired information into the Receipt Number field. Enter "000006".

Click the Search button.

Note: Do not collapse your main menu as you have done previously. You will need the main menu to navigate later in the exercise.


View the Receipts Inquiry page. This page displays the same information as shown in 8.8, (Inquire/Receipts) such as Receipts, Schedule, Receipt Status and Comments.


The Receipt Lines page provides the Description, Price, Receiving Quantity, Receiving UOM,and Reject Quantity.

Click the More Line Data tab.

View the More Line Data page.


The More Line Data page provides additional information regarding the Receipt, such as Accept Quantity, Vendor UOM, and Ship To location.

Click the Optional Input tab.

View the Optional Input page.


View the User ID on the Optional Input line.

Click the Receipt Lines tab to return to the Receipts Inquiry page.

Click the Header Details link for additional vendor and shipping information.

View the Vendor, Ship To information, Bill of Lading number, and Packing Slip number on the Header Details page.


Click the Return button to return to the Receipts Inquiry page.

Click the Document Status link to view the receipt document status.


Note: This action will open a new window.

View the Receipt DOC Status page.


You may click the Maximize button to enlarge the page.


Note: From the Document Status page you may view:

• The Inquiry page of this document (in this example you may view the Receiver Inquiry page);

• The Inquiry pages of the Requisition Lines, PO, Vouchers and/or Payments that are associated with the Receipt.


Note: You may only view the Vouchers and Payments if you have access to these pages.

Click the Minimize (- minus sign) or Close (X) button to continue your inquiry.

Click the Receipts by Location link from the main menu.


Note: This is a new functionality in PeopleSoft 9.0 and will provide a list of Receipts for a specific location.

Business Unit:

Your Business Unit should default into the field when working in Production. If the Business Unit does not default into this field, enter it or select it by clicking the Lookup Business Unit button next to the Business Unit field. Then contact your Purchasing Superuser to ensure that your Business Unit defaults into this field when searching for future receipts. See below for a list of Business Units.


Enter the desired information into the Business Unit field. Enter "LSUSH".

Click the Refresh link to access the Receipt Inquiry Selection Criteria page.

Enter the desired information into the Location field. Enter "LSUSH".


Note: When working in Production, the Business Unit will be the facility at which the end-user is employed.

Click the Ok button.

View the Receipt By Location page.


This page provides a listing of receipts for a specific location.

Note: In the previous steps we accessed the Document Status page from a link on the Receipt Inquiry page. Now we will access the Document Status page directly from the menu.


Click the Document Status link from the main menu to inquire about a receipt document status.

Business Unit:

Your Business Unit should default into the field when working in Production. If the Business Unit does not default into this field, enter it or select it by clicking the Lookup Business Unit button next to the Business Unit field. Then contact your Purchasing Superuser to ensure that your Business Unit defaults into this field when searching for future receipts. See below for a list of Business Units.


Enter the desired information into the Business Unit field. Enter "LSUSH".

You may enter or select one of the following search criteria to retrieve the Receipt:


• Receipt (ID) Number: The Receipt Number is generated after entering and saving the receipt. When working in Production, this is the number that you will record after entering a Receipt. See "Entering a Receipt for an Inventory Item" and "Entering a Receipt for a Non-Inventory Item" topics for details on obtaining a Receipt Number;

• Bill of Lading: The number entered in the Bill of Lading field when you entered the Receipt; or

• User ID


Caution: Searching only by Received Date, Receive Source, Receipt Status, Ship To Location, Vendor ID or Vendor Name could result in a large list of receipts that takes a long time to run.

Enter the desired information into the Receipt Number field. Enter "000006".

Click the Search button to access the Receipt DOC Status page.

View the Receipt DOC Status page.


This page displays the same information as shown in 8.8 (Inquire\Req Document Status Inquiry).


View the Status, Vendor Short Name, Amount and associated documents.


Note: From the Document Status page you may view:

• The Inquiry page of this document (in this example you may view the Receiver Inquiry page);

• The Inquiry pages of the Requisition Lines, PO, Vouchers and/or Payments that are associated with the Receipt.


Note: You may only view the Vouchers and Payments if you have access to these pages.

Click the Show all columns button.


Note: This action will open a new window.

When working in Production, you may have several Accounting Entries from which to choose.


The Pages that may be accessed by selecting available Accounting Entires include:

• Requisition Accounting Entries page;

• PO Acctg Ln Lookup (PO Accounting Line Lookup) page;

• Voucher Accounting Entries page;

• Payment Accounting Entries page;

The entry selected as the example for this exercise displays the Voucher Accounting Entries page.


Click the Accounting Entries link on the Voucher line.


Note: This action opens a new window.

View the Voucher Accounting Entries page.


You may click the Maximize button to enlarge the page.

Click the Close button to return to the Receipt DOC Status page.

The Receipt DOC Status page that was Minimized earlier in the exercise must be closed.


When working in Production, if you elect to Close this window when first accessing it, you will skip this step.


Click the Close button.

Click the Home link to return to the main menu.

Inquire on Receipts

This completes Inquire on Receipts.

Business Unit:

Your Business Unit


Enter the desired information into the Business Unit field. Enter "LSUSH".

The Receipt Number is generated after entering and saving the receipt. When working in Production, this is the number that you will record after entering a Receipt. See "Entering a Receipt for an Inventory Item" and "Entering a Receipt for a Non-Inventory Item" topics for details on obtaining a Receipt Number

Enter the desired information into the Receipt Number field. Enter "000006".

Business Unit:

Your Business Unit


Enter the desired information into the Business Unit field. Enter "LSUSH".

Enter the desired information into the Location field. Enter "LSUSH".


Note: When working in Production, the Business Unit will be the facility at which the end-user is employed.

Business Unit:

Your Business Unit


Enter the desired information into the Business Unit field. Enter "LSUSH".

The Receipt Number is generated after entering and saving the receipt. When working in Production, this is the number that you will record after entering a Receipt. See "Entering a Receipt for an Inventory Item" and "Entering a Receipt for a Non-Inventory Item" topics for details on obtaining a Receipt Number

Enter the desired information into the Receipt Number field. Enter "000006".

Click the Purchasing link.
Click the Receipts link.
Click the Review Receipt Information link.
Click the Receipts link.
Enter the desired information into the Business Unit field. Enter
a valid value
e.g.
"LSUSH"
.
Enter the desired information into the Receipt Number field. Enter
a valid value
e.g.
"000006"
.
Click the Search (Alt+1) button.
Click the More Line Data tab.
Click the Optional Input tab.
Click the Receipt Lines tab.
Click the Header Details link.
Click the Return (Esc) button.
Click the Document Status link.
Click the Minimize button.
Click the Receipts by Location link.
Enter the desired information into the Unit field. Enter
a valid value
e.g.
"LSUSH"
.
Click the Refresh link.
Enter the desired information into the Location field. Enter
a valid value
e.g.
"LSUSH"
.
Click the Ok (Enter) button.
Click the Document Status link.
Enter the desired information into the Business Unit field. Enter
a valid value
e.g.
"LSUSH"
.
Enter the desired information into the Receipt Number field. Enter
a valid value
e.g.
"000006"
.
Click the Search (Alt+1) button.
Click the Show all columns button.
Click the Go To Accounting Entries link.
Click the Close button.
Click the Close button.
Click the Home link.