Maintaining Receipt ChartFields
Purpose: Use this document as a reference for maintaining receipt ChartField values or ChartString Distribution in ctcLink.
Audience: Buyer's, Receiver's, and/or Finance - Purchasing staff
You must have at least one of these local college managed security roles:
- ZZ Receipt 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.
Maintaining Receipt Chartfields
Navigation: Purchasing > Receipts > Maintain Chartfields
- The Receipt Chartfields search page displays. Enter Business Unit.
- Enter Search Criteria to identify your receipt.
- Select Search.
- The Maintain Chartfields page displays. The Supplier Receipt Qty, Supplier Accept Qty, and Merchandise Amt(s) fields display the received and accepted quantities expressed in the supplier UOM. Note the lines available within the selected Receipt.
Optional to select the Item ID Description link to view the item description which is composed of the first 30 characters of the item's description in the Transaction Item Description text box on the Item Description page. Select OK to close out the Item Description window.
- Use this page to modify ChartField values for receipt distribution line(s). If needed, you can update ChartField value(s). Select the View All link to view all available lines.
- Select the Save button to save changes.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
View Tutorial via Panopto
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