9.2 Enter Non-PO Receipt

Purpose:  Use this document to create a Non-PO receipt in ctcLink.

Audience:  Purchasing staff

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

  • ZZ Receipt Entry

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.

Enter Non-PO Receipt

Navigation:  NavBar > Navigator > Purchasing > Receipts > Add/Update Receipts

  1. On the Receiving search page, select the Add a New Value tab.
  2. Enter or look up Business Unit.
  3. Allow Receipt Number to default to "NEXT", unless there is a compelling reason to do otherwise.  The system will assign a unique receipt number later in this process.
  4. Ensure that the PO Receipt checkbox is unchecked.
  5. Select Add.  The Maintain Receipts Receiving page will display.
Receiving Add a New Value tab
  1. On the the Maintain Receipts Receiving page, select the Header Details link.  The Header Details page will display.
Maintain Receipts Receiving page
  1. On the Header Details page, view and enter receipt header information.
  2. Enter or look up Supplier.
  3. Enter or look up supplier Location.
  4. Enter or look up Ship To.
  5. Select OK.  The Header Details page will close.
Header Details page
  1. On Maintain Receipts Receiving page, use the Receipt Lines tab to enter or look up Item.
  2. Enter Receipt Qty.
  3. Enter or look up Recv UOM.
  4. Select the Links and Status tab.
Maintain Receipts Receiving page
  1. On the Links and Status tab, select the Distrib icon.  The Receipt Distribution page will display.
Maintain Receipts Receiving page Report Lines tab
  1. On the Receipt Distribution page, select the ChartField Information tab.
  2. Enter ChartField information.
  3. Select OK.  The Receipt Distributions page will close.
Receipt Distributions page
  1. On the Maintain Receipts Receiving page, select the Header Comments/Attachments link.   The Receipt Header Comments page will display.
Maintain Receipts Receiving page
  1. On the Receipt Header Comments page, you may attach your documents.  
  2. Select OK.  The Receipt Header Comments page will close.
Receipt Header Comments
  1. On the Maintain Receipts Receiving page, select Save.
Maintain Receipts Receiving page
  1. The system will generate a Receipt ID for the receipt created.
  2. The Receipt Status will be updated.

Note: Possible Receipt Status Values are:

• Closed (closed receipt)

• Hold (hold receipt)

• Moved (moved to destination)

• Open (open)

• Received (fully received)

• Canceled (canceled)

Maintain Receipts Receiving page
  1. Procedure complete.

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