Create Receipts Job Aid

CREATING A RECEIPT

To create a receipt against a previously created PO. Once goods are received or services completed and you have received your invoice.

From the Home page:

1. Select the Menu button.

2. Select the Purchases application.

3. In the Purchases Details card, select Create Receipt under Actions.

4. From Create Receipt card, select the Purchase Order the receipt is tied to, select OK. (search for PO by entering supplier name)

5. From the Create Receipt enter the Line Information and click the Fully Receive check box ONLY if you received everything in the order. (if you check the box the P.O. will be closed)

6. Enter the Amount to Receive (if services enter the dollar amount, if goods enter the quantity received)

NOTE: If there is more than one-line item, each line must be receipted in accordingly, based on the goods/services received.

7. Attach your invoice in the Attachments section.

8. Once you have entered your receipt details and attached your invoice, select Submit.

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Functional Office Contact for this Page

Kristin Young-Jaramillo

719-587-7526

kristinyoung@adams.edu