Processing Receipts Slide 1 Processing Receipts on Purchase

Processing Receipts Slide 1 Processing Receipts on Purchase Orders When goods that were ordered using a Purchase Order (PO) are physically received in the department or contractual services ordered on a PO have been performed, you should go into OMNI Financials to process a receipt for the goods and/or services Since OMNI is our financial system, receipts are processed in OMNI to allow payments to be made from OMNI, even if the requisition was

created in SpearMart. By processing a receipt in OMNI, you are certifying that all goods and/or services listed on the receipt are received and/or completed and the supplier is due payment for those items/lines You only want to process a receipt for the quantity of items shipped or lines for services performed, so FSU does not pay for items that FSU did not get or services not yet performed Slide 2 Steps to Process a Receipt on a Line Item PO 1

2 3 Log into myFSU>Financials Go to Purchasing>Receipts>Add/Update Receipts Click Add Slide 3 Steps to Process a Receipt on a Line Item PO

When the search page comes up, remove all information except the PO Unit (FSU01), and the ID (PO Number). Be sure the Ship To field, Days +/- Today, and Start Date fields are completely empty! Click Search Slide 4 Steps to Process a Receipt on a Line Item PO Select boxes next to lines to be received Click Ok

Update quantities as needed to reflect the actual quantity or amount physically received Click Save Slide 5 Steps to Process a Receipt on a Line Item PO

Receipt Number is located here after receipt is saved Slide 6 Process a Receipt on a Blanket PO Log into myFSU>Financials Go to Purchasing>Receipts>Add/Update Receipts Click Add When the search page comes up, remove all information except the PO Unit (FSU01), and the ID (PO Number).

Be sure the Ship To field, Days +/- Today, and Start Date fields are completely empty! Click Search Slide 7 The total amount on the PO will come up. Update the quantity to match the receipt/invoice you are receiving against. Click Save and your receipt ID will come up.

Slide 8 Steps to Cancel a Receipt in OMNI Sometimes it is necessary to cancel a receipt to allow a change request or if an item was returned to the supplier, etc. You cannot cancel a receipt if a payment was already made using that receipt To cancel the receipt, go to

myFSU>Purchasing>Receipts>Ad d/Update Receipt, click the Find an Existing Value tab and enter the PO number or the Receipt number in the appropriate fields, then click Search Slide 9 Steps to Cancel a Receipt in OMNI Click the red X at the right

Answer Yes to the question that pops up Once done, the receipt is cancelled Slide 10 Cancel a line on a Receipt in OMNI If the PO has several lines and you only want to cancel one item, just click the X to the right of that item. If you want the entire receipt

cancelled, click the red X at the top This example shows the cancellation of line #2 only Slide 11