ePro Receiving

Overview

This document details:

Step-by-Step Process

Create a Receipt for ePro Receiving

Navigation: Homepage: Purchasing and Payments; Tile: Create Receipt

  1. Click Update Filters.

    ePro Receiving page - field locations for step 1

  2. To search for an order, enter value(s) in one or more of the following fields:
    • PO Number
    • Requisition ID

    ePro Receiving page - field locations for steps 2-3

  3. Click Done.
  4. Check the box for the line(s) that is/are to be received.
    Note: If applicable, check the box in the header to select all lines for receiving.

    Receive Items Page - field locations for steps 4-5

  5. Click Receive selected to open the receipt for the line(s).
  6. Verify or enter the Received Quantity.
    Notes:
    • The default value in the Received Quantity column is the PO quantity and only needs to be changed if a different quantity is received.
    • If the PO is set up to receive by amount, enter the value in the Received Amount field (not shown). The received amount populates the balance of the PO.

    Receive Items Page - field locations for steps 6-8

  7. If applicable, click Details to view line detail information.
  8. Click Save Receipt.

View My Receipts

Navigation: Homepage: Purchasing and Payments; Tile: My Receipts

  1. Click Edit Receipt to view more information.

    My Receipts page - field locations for step 1