Cecil County Public Schools

 

Purchase Order Receiving

 

 

Receiving Initiation

 

Type “A” to add a Receiving record, enter the Purchase Order number and press the enter key.  The system will assign the Receiver number automatically.  Note that the Purchase Order number consists of two parts: the actual PO number and the Document ID.  The Receiver also consists of two parts.  The receiver number will always be system assigned and the document ID will always be “RC”.

 

Purchase Order Number Search

 

To search for a Purchase Order number use the “Index” command in conjunction with the Index options in the middle of the screen.  Use #2 to search Purchase Orders by number and #3 to search Purchase Orders by Vendor.

 

Retrieve Prior Receivers

 

To search for receiving records already entered for a Purchase Order use the “Index” command in conjunction with the Index options in the middle of the screen.  Use #1 to index receivers by number or #5 to index receivers by Purchase Orders

 

Receiving Input

 

The system displays the Purchase Order header screen.  This is for reference only and may not be changed with the exception of the Received Date.  This date will default as the current date.  However, it may be changed if necessary.

 

Receiving Detail Input

 

1.         The system will display the individual lines from the Purchase Order with the quantity expected.  The quantity received needs to be entered.  To receive individual lines, move the cursor to the line to be received and type “C”.  This will display the individual line and allow entry of the quantity to be received.  To receive an entire Purchase Order use the F21 key.  This will fill in the quantity received values to match the quantity expected.  After pressing F21 you may still change individual lines by placing the cursor on the line and typing “C”.

 

2.     Record the following information on the packing slip:

a)      receiver number

b)      date received in CIMS

c)      write “complete” if the entire order is received.

Send all packing slips to Accounts Payable.