page: 1 version.8 july 2006 lesson 4: receiving process

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Lesson 4: Receiving Process

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Lesson 4: Overview and Agenda

Lesson 4: Receiving ProcessOverview and Agenda

Lesson Overview

The Receiving Process involves entering all items that have been ordered through a PO and delivered to the university into the Banner system. When working with the Procurement module, in addition to adding the items you have received, you can add text messages, perform inquiries and adjust over-received items.

Lesson Overview

The Receiving Process involves entering all items that have been ordered through a PO and delivered to the university into the Banner system. When working with the Procurement module, in addition to adding the items you have received, you can add text messages, perform inquiries and adjust over-received items.

Lesson Agenda

Topic 1: PO Inquiry ProcessTopic 2: Entering a ReceiverTopic 3: Viewing Text Messages Topic 4: Adjusting an Over-Received PO

Lesson Agenda

Topic 1: PO Inquiry ProcessTopic 2: Entering a ReceiverTopic 3: Viewing Text Messages Topic 4: Adjusting an Over-Received PO

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A query is the process of looking to see what information is already entered into the PO. The inquiry form allows you to inquire on items that have been received on a PO. You can inquire on vendor information, shipping information, number of items ordered, unit cost, description, FOAPAL, etc.

What you will learn in this topic:

• How to view an existing PO

Lesson 4: Receiving ProcessTopic 1: PO Inquiry Process

Discussion: PO Inquiry Process

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1) Type FPIPURR into the Direct Access field on the Banner Main Menu and press Enter. The Purchase/Blanket Inquiry Form appears.

2) Type the PO number that you want to query.

3) Press Ctrl + Page Down to go to the next block.

1) Type FPIPURR into the Direct Access field on the Banner Main Menu and press Enter. The Purchase/Blanket Inquiry Form appears.

2) Type the PO number that you want to query.


Procedure: PO Inquiry Process


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Note: This screen will give you a look at all of the PO information.


Note: This screen will give you a look at all of the PO information.



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Note: This screen will give you shipping or delivery information.


Note: This screen will give you shipping or delivery information.



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Note: This screen will give you vendor information.


Note: This screen will give you vendor information.



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7) Click on the Exit button.

Note: This screen will give you description, cost, quantity and FOAPAL information.


7) Click on the Exit button.

Note: This screen will give you description, cost, quantity and FOAPAL information.


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Topic 1, On Your Own Activity: Perform an Inquiry

Steps Actions

1) Type “FPIPURR” in the Direct Access. Loads the Purchase/Blanket Order Inquiry form.

2) Type “P0000033” in the Purchase Order field. To enter the PO number you will be querying.

3) Click the Next Block button or press Ctrl + Page Down.

Next block moves you to the next screen giving you a look at the PO information.


Next block moves you to the next screen where you can see shipping or delivery information.


Next block moves you to the next screen where you can see vendor information.


Next block next moves you to the next screen where you can now see description, cost, quantity,etc.

7) Click the Next Block button or press Ctrl + Page Down. Next block moves you to the FOAPAL string.

8) Click on the red door button or Ctrl + Q.. Returns you to the Banner main menu screen.

Now it’s your turn!


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Topic 2: Entering a Receiver

Once an order has been received by the university, you will need to add the number of items received into Banner. You can also add a text message if a discrepancy or comment needs to be noted.


• How to enter items that have been received• How to add a text message

Lesson 4: Receiving ProcessTopic 2: Entering a Receiver

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Procedure: Entering a Receiver

1) Type FPARCVD into the Direct Access field on the Banner Main Menu and press Enter. The Receiving Goods Form appears.

2) Type NEXT in the Receiver Document Code.


1) Type FPARCVD into the Direct Access field on the Banner Main Menu and press Enter. The Receiving Goods Form appears.




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Note: The Date Received and the Received By fields will populate.


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4) Double click in the Receiving Method field. This is a mandatory field.

5) From the drop-down list of choices, select the appropriate delivery method.


Note: The Carrier field is not a mandatory field.







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Note: The Banner System will assign a Receiving Document Number.


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7) In the Packing Slip field, enter the packing slip number. This is a mandatory field.






Note: If no packing slip number can be found, you can use your initials and the date. The Bill of Lading field is not a required field.

Note: If no packing slip number can be found, you can use your initials and the date. The Bill of Lading field is not a required field.

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9) In the Purchase Order field, enter in the PO number.

10) Tab to the next field.11) Click the Save button.12) From the Options menu, select

Select Purchase Order Items.

9) In the Purchase Order field, enter in the PO number.

10) Tab to the next field.11) Click the Save button.12) From the Options menu, select

Select Purchase Order Items.

Note: After you enter the PO number and tab to the next field, the Buyer and Vendor fields will populate.

Note: After you enter the PO number and tab to the next field, the Buyer and Vendor fields will populate.



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13) Select the item you want to receive.

14) Go to the Add Item column and place a checkmark in the box.

15) Click the Save button.16) Click the Exit button.

13) Select the item you want to receive.


15) Click the Save button.16) Click the Exit button.



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You return to the Receiving Goods Form.


Note: This will take you to the Commodity Form.

You return to the Receiving Goods Form.


Note: This will take you to the Commodity Form.



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Note: On a standing PO, you will enter a dollar amount instead of the quantity. If there are more items to be received, use the scroll bar to move to the next commodity item.

Note: On a standing PO, you will enter a dollar amount instead of the quantity. If there are more items to be received, use the scroll bar to move to the next commodity item.

19) Click in the Current field and enter the quantity of items you are receiving.

Note: If you want to add a text message continue with the next step. Otherwise, go to step 27.

20) From the Options menu, select Header Information.

19) Click in the Current field and enter the quantity of items you are receiving.

Note: If you want to add a text message continue with the next step. Otherwise, go to step 27.


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21) Click in the Receiving Method field.

22) From the Options menu, select View Receiving Text.




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23) Type the text message.24) Click the Save button.25) Click the Exit button.26) Press Ctrl + Page Down three

times to go back to the Commodity form.





Note: When entering text, you need to click in the next line to advance forward or use the down arrow. The text does not wrap from line to line.

Note: When entering text, you need to click in the next line to advance forward or use the down arrow. The text does not wrap from line to line.

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Note: Before you exit, make note of the Document Code number for future reference.


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28) Click the Complete button.29) Click the Exit button.

28) Click the Complete button.29) Click the Exit button.



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Topic 2, On Your Own Activity: Enter a Receiver

Steps Actions

1) Type “FPARCVD” in the Direct Access. Loads the Receiving Goods form.

2) Type “NEXT” in the Receiver Document Code. Banner will assign a Receiving Document number.


Next block moves you to the Receiver Method field within the Receiver Header block.

4) Double click in the Receiving Method box and select the appropriate delivery method.

A pop up box appears that contains a list of delivery methods to choose from.

5) Click the Next Block button or press Ctrl + Page Down. Next block moves you to the Packing Slip field.

6) Type “CC063003” in the Packing Slip field. If no packing slip number can be found, use your initials and the date.


Next block moves you to the Purchase Order field.

8) Type “P0000017” in the Purchase Order field. This is the PO that you will be receiving items against.

9) Tab to the next field and click the Save button. The Buyer and Vendor field will populate and the information will be saved.



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Topic 2, On Your Own Activity: Enter a Receiver (continued)

Steps Actions

10) From the Options menu, Select Purchase Order Items.

The Receiving Goods PO Selection form will appear.


Next block will move you to the first commodity line.

12) Place a checkmark in the Add Item column of the Nikon Digital Camera and click the Save button.

This is the commodity item that you are receiving.

13) Click the red door or Ctrl + Q, then select Yes when asked to close the form. This will return you to the Receiving Goods screen.


Next block will move you to the Commodity screen.

15) Enter “1” in the Current field. This is the quantity received for this commodity item.


This will take you to the Receiving Goods form.

17) Click in the Receiving Method field and from the Options menu, select View Receiving Text.

This will take you to the General Text Entry form.


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Topic 2, On Your Own Activity: Enter a Receiver (continued)

Steps Actions

18) Type “this item included a camera case” and click the Save button. To add and save your text message.

19) Note the document code number for future reference and click the Exit button or Ctrl + Q.

This returns you to the Receiving Goods screen.

20) Click the Next Block button or press Ctrl + Page Down three times.

Next block will move you through the screen and take you to the Commodity screen.


This will bring up the Completion screen.

22) Click the Complete button. This will complete the Receiver and take you back to the Receiving Goods screen.

23) Click the Exit button or Ctrl + Q. Returns you to the Banner main menu.


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Topic 3: Viewing Text Messages

If there is a message attached to a receiver in either the Receiver or Packing Slip block, you can view the contents of that message.


• How to view a text message

Lesson 4: Receiving ProcessTopic 3: Viewing Text Messages

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Procedure: Viewing Text Messages


1) Type FOIDOCH in the Direct Access field on the Banner Main Menu and press Enter. The Document History Form will appear.

2) Type RCV in the Doc Type field.

3) Tab to the Doc Code field.4) Type the Doc Code number

that you want to query.

1) Type FOIDOCH in the Direct Access field on the Banner Main Menu and press Enter. The Document History Form will appear.

2) Type RCV in the Doc Type field.

3) Tab to the Doc Code field.4) Type the Doc Code number

that you want to query.

Note: You need to know the Doc Code number.

Note: You need to know the Doc Code number.

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4) Click in the Receiver block and highlight the Doc Code number.

5) From the Options menu, select Receiver Information.


5) From the Options menu, select Receiver Information.



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7) From the Options menu, select Receiver Text.


7) From the Options menu, select Receiver Text.

Note: If you have a text message in either the Receiver or Packing Slip block, you will see a “Y” in the Text Exists field.

Note: If you have a text message in either the Receiver or Packing Slip block, you will see a “Y” in the Text Exists field.



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8) Click the Exit button three times.

8) Click the Exit button three times.



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Topic 3, On Your Own Activity: View a Text Message

Steps Actions

1) Type “FOIDOCH” in the Direct Access field. Loads the Document History form

2) Type “RCV” in the Doc Type Code.

3) Type “Y0000046” in the Doc Code field. The Doc Code number you want to query


5) From the Options menu, select Receiver Information. Moves you to the Receiving Goods Query form


This populates the screen. If a “Y” appears in the Text Exists field, you have a message to view.

7) From the Options menu, select Receiver Text. This takes you to the General Text screen where you can read and view your message.

8) Click the red door button or Ctrl + Q three times. Returns you to the Banner main menu



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Topic 4: Adjusting an Over-Received PO

When an item has been entered into the system for more than was actually received, an adjustment is needed. The adjustment must be entered into the system as a reverse or negative transaction. The adjustment may not be used for an amount that is greater than the total received.


• How to adjust items that have been over received

Lesson 4: Receiving ProcessTopic 4: Adjusting an Over-Received PO

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1) Type FPARCVD in the Direct Access field on the Banner Main Menu and press Enter. The Receiving Goods Form will appear.



1) Type FPARCVD in the Direct Access field on the Banner Main Menu and press Enter. The Receiving Goods Form will appear.




Procedure: Adjusting an Over-Received PO

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Note: If a packing slip number cannot be found, you can use your initials and the date. The Bill of Lading field is not a required field.

Note: If a packing slip number cannot be found, you can use your initials and the date. The Bill of Lading field is not a required field.

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Note: This is the only time you can change the form from receive to adjust. If you move ahead, you cannot return and make a change.

Note: This is the only time you can change the form from receive to adjust. If you move ahead, you cannot return and make a change.

9) In the Purchase Order field, enter the PO number.

10) Click the radio button to change from Receive Items to Adjust Items.

11) Click the Save button.12) From the Options menu,

select Select Purchase Order Items.

9) In the Purchase Order field, enter the PO number.

10) Click the radio button to change from Receive Items to Adjust Items.

11) Click the Save button.12) From the Options menu,

select Select Purchase Order Items.



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13) Click the description field of the item you want to adjust.


15) Click the Save button.16) Click the Exit button.17) Click Yes to close the form.

13) Click the description field of the item you want to adjust.


15) Click the Save button.16) Click the Exit button.17) Click Yes to close the form.



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You return to the Receiving Goods (FPARCVD) Form.


Note: This will take you to the Commodity Form on the next page.

You return to the Receiving Goods (FPARCVD) Form.


Note: This will take you to the Commodity Form on the next page.



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Note: The amount you enter must be in the form of a negative number to make an adjustment.

On a standing PO, you will enter a negative dollar amount instead of a negative number.

Note: The amount you enter must be in the form of a negative number to make an adjustment.

On a standing PO, you will enter a negative dollar amount instead of a negative number.

19) Click in the Current field and enter the adjusted quantity.

Note: If you want to add a text message, continue on. Otherwise, go to step 27.


19) Click in the Current field and enter the adjusted quantity.

Note: If you want to add a text message, continue on. Otherwise, go to step 27.




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28) Click the green Complete button.

29) Click the Exit button.

28) Click the green Complete button.

29) Click the Exit button.



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Topic 4, On Your Own Activity: Adjust an Over-Received PO

Steps Actions

1) Type “FPARCVD” in the Direct Access field. Loads the Receiving Goods form.

2) Type “NEXT” in the Receiver Document Code. Banner will assign a Receiving Document number.


Next block moves you to the Receiving Method field within the Receiving Header block.

4) Double click in the Receiving Method field and select the appropriate delivery method.

A pop up box appears that contains a list of delivery methods to choose from.


Next block moves you to the Packing Slip field.

6) Type “CC063003” in the Packing Slip field If no packing number can be found, use your initials and the date.


Next block moves you to the Purchase Order field.

8) Type “P0000017” in the Purchase Order field. This is the PO number that you will be adjusting.

9) Click on the “Adjust Items” radio button. This is the only time you can change the form from receive to adjust.



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Topic 4, On Your Own Activity: Adjust an Over-Received PO (continued)

Steps Actions

10) Tab down to the next field and click the Save button.

The Buyer and Vendor fields will populate and the information will be saved.

11) From the Options menu, Select Purchase Order Items.

The Receiving Goods PO Selection form will appear.


Next block will move you to the first commodity line.

13) Place a checkmark in the Add Item column of the Nikon Digital Camera and click the Save button.

This is the commodity that you are adjusting.

14) Click the red door or Ctrl + Q , then select “Yes” when asked to close the form. This will return you to the Receiving Goods screen.


Next block will move you to the Commodity screen.

16) Enter a “-1” in the Adjustment field. This is the adjusted quantity. Remember the amount must be in a negative number.


This will take you to the Receiving Goods screen.


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Topic 4, On Your Own Activity: Adjust an Over-Received PO (continued)

Steps Actions

18) Click in the Receiving Method field and from the Options menu, select View Receiving Text.

This will take you to the General Text Entry screen.

19) Type “this item has been adjusted” and click the Save button. To add and save your text message.

20) Note the document code number for future reference and click the Exit button or Ctrl + Q.

This returns you to the Receiving Goods screen.

21) Click the Next Block button or press Ctrl + Page Down three times

Next block will mover you through the screen and take you to the Commodity form.


This will bring up the Completion screen.

24) Click the Complete button. This will complete the Adjustment and take you back to the Receiving Goods screen.

25) Click the Exit button or Ctrl + Q. Returns you to the Banner main menu.


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Break time!

page: 1 version.8 july 2006 lesson 4: receiving process

Documents

po inquiry process topic

po inquiry process lesson

po inquiry process slide

po inquiry process procedure

po information

receiving process

po inquiry process discussion

po slide