9.2 Reviewing Receipt Information

Purpose:  Use this document to view detailed receipt information in ctcLink.

Audience:  Purchasing staff.

You must have at least one of these local college managed security roles:

  • ZD Purchasing Inquiry
  • ZZ Purchase Order Processing

You must also set these User Preference Definitions:

If you need assistance with the above security roles or User Preference Definitions, please contact your local college supervisor or IT Admin to request role access.

This page and the pages that you can access from it enable you to inquire on the same information that is available through the Maintain Receipts - Receiving page and the pages that you can access from it.

Reviewing Receipt Information

Navigation: Purchasing > Receipts > Review Receipt Information > View Receipt Information

  1. On the Receiving search page, select the Find an Existing Value tab.
  2. Enter Business Unit.
  3. Enter Receipt Number.
  4. Select Search.  The Receipts page will display.
  5. On the Receipts page, select the different tabs to view additional information about the receipt.
  6. Select the More Line Data tab.
Receipts page - Receipts Lines tab
  1. On the Receipts page, select the Optional Input tab.
Receipts page - More Line Data tab
  1. On the Receipts page, select the Receipt Lines tab.
Recipts page - Optional Input tab
  1. On the Receipts page, select the Header Details link to view receipt header details.  The Header Details page will display.
Recipts page - Receipts Lines tab
  1. Use the Header Details page to review the receipt header details.
  2. Select Return.  The Receipts page will display.
Header Details page
  1. To view line item information, first select the desired item by checking the Sel checkbox for the item to be viewed.  
  2. Select the Line Details link.  The Line Details page will display with the information for the Receipt Line selected.

 

Receipt Page - Receipt Lines tab
  1. On the Line Details page, select Return.  The Receipts page will display.
Line Details page
  1. On the Receipts page, select the Line Status link.  The Line Status page will display.
Receipts page - Receipt Lines tab
  1. On the Line Status page, view the details about the status of the receipt.
  2. Select Return.  The Receipt page will display.
Line Status Details page
  1. On the Receipt page, select the Distribution link.  The Receipt Distributions page for the line selected will display. In this example, the Receipt Distributions page for Line 1 page is displayed.
Receipt page - Receipt Lines tab
  1. On the Receipt Distributions page for the line selected, view the distribution information for the receipt line.
  2. To view purchase order distribution information, select the checkbox for the line.  If the PO Distribution Details link is active, it can be selected. The PO Distribution Details page will display.
Reciept Disribution for Line 1 page
  1. On the PO Distribution Details page, select Return.  The Receipt Distribution page will display.
  2. On the Receipt Distribution page, select Return.  The Receipts page will display.

 

PO Distribution Details page
  1. On the Receipts page, select the Asset Information link.  The Asset Management Information page for the line selected will display.  In this example, the Asset Management Information for Line 1 page is displayed.
Receipts page- Receipt Lines tab
  1. On the Asset Management Information page, view information about asset purchases.
  2. Select Return.  The Receipts page will display.  
Asset Management Information for Line 1 page
Receipts page
  1. Procedure complete.

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