9.2 Using the Receiver Workbench
Purpose: The Receiver Workbench provides users with the ability to analyze, review, and manage receipts in a workbench. The user can define the criteria to search for receipts to review, select those into the workbench, perform validation and identify the receipts that are qualified for further processing.
Audience: Purchasing staff.
You must have at least one of these local college managed security roles:
- ZZ Receipt Processing
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Using the Receiver Workbench
Navigation: NavBar > Navigator > Purchasing > Receipts > Receiver Workbench
- The Receiver Workbench search page displays.
- Enter an existing Run Control ID or select the Add a New Value tab.
- In the Workbench ID field, create a name for the workbench.
- Select Add.

- The Filter Options page will open.
- If adding a new Run Control ID, enter a description in the Description field. It is a required field.
- Use the available fields to customize your search if needed.
- Select Search at the bottom of the page.
- The Receiver Workbench page will open. Use the outer, vertical scroll bar if needed to see the entire screen.

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Actions are listed at the bottom of the Receiver Workbench page:
- Interface Receipt - to submit the Process Receipts jobs to the process scheduler for the selected receipts.
- Receipt Accrual - to submit the Receipt Accrual process to the process scheduler for the selected receipts.
- Cancel Receipt - to cancel the selected receipts.
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Close Receipt - to perform close processing on the selected receipts. To qualify for closure, the receipts should have:
- Process Complete equal to "Yes" after the Process Receipt job completed
- Asset Management Move status equal to “Moved” or “N/A”
- Receipt Match Status equals to "Matched" if Matching is required for the receipt line.
- Re-open Receipt - Use the Re-open Receipt to reopen closed receipts. Receipts that have been canceled do not qualify for reopening.
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Go To options:
- Process Monitor - Use the Process Monitor to view the status of the submitted receipt process.
- Process Request Options - Use the Process Request Options to set the run control and processing action specific values.
If selecting the Close Receipt action listed above, the Process Request Options page will display.
- The Server Name will default, so a selection is not required.
- The Receipt Close Delay Days is used to indicate the minimum number of days that must pass since a receipt was last updated to make it eligible for closing and an entry is not required.
- Check the Select option next to the receipt(s). There are Select All and Clear All options at the bottom of the Select column if needed.
- Choose an Action.
- The Processing Results Options page will open and entering a Server Name is not necessary. Select OK.

Note: Users can close non-qualified receipts if the security setting Override Non-Qualified Receipt for Close field is enabled in their User Preferences. This is configured on the Receiver/RTV Setup link in the User Preference - Procurement page.
- The Processing Results page will open and list which receipts are qualified and which are not qualified before submitting them for final processing.
- Select the Log Message Detail icon to access the Processing Log page. This page is a log for the selected receipts that are not qualified for the previously selected action. A message will display describing why the selected receipt is not qualified.
- Select Proceed Yes or No to continue processing qualified receipts.
- After processing is completed, Select the Return to Receiver Workbench link.

- Process complete.
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