Complete Goods Receipt Cancel PO Open Encumbrance Pr ocedure 2/20

Transcription

1 Complete Goods Receipt Cancel PO Open Encumbrance P urpose U se this p rocedure to release the funds b e received. T rigger l onger on a purchase P erform t his p rocedure when there is a need to close out b e received. P rerequisites d elivery M enu P ath or der for those line items which will no longer q uantities on purchase orders which will no B e sure to contact the vendor to confirm no further deliveries will be made prior to processing the complete goods receipt. U se the following menu path(s) begin t his t ransaction: P rocurement/contracts => Post, Change or View Goods Receipt/ Issue T ransaction C ode H elpful H ints xxxx within a document represents a variable which may consisf a name, number, e tc. I n t he f ield description tables, R i ndicates the action is required, O i ndicates the action is o ptional, a nd C i ndicates the action i s c onditional. T he following notes maybe used throughout this w ork i nstruction: 1/20

2 Complete Goods Receipt Cancel PO Open Encumbrance Pr ocedure 2/20

3 Complete Goods Receipt Cancel PO Open Encumbrance 1. S tart t he t ransaction u sing t he m enu p ath o r t ransaction c ode. U pcoming D ates - S AP N etweaver P ortal - I nternet E xplorer p rovided b y L AUSD 2. C lick o n t ab. 3/20

4 Complete Goods Receipt Cancel PO Open Encumbrance C ancel P O Open P rocurement/contracts - S AP N etweaver P ortal - I nternet E xplorer p rovided b y L AUSD 3. C lick o n t he ink l n amed:. 4/20

5 Complete Goods Receipt to Ca ncel PO Open Encumbrance 4. A s r equired, compl ete/review t he f ollowing f ields: Field R /O/ C R E xample: D escription 5/20

6 Complete Goods Receipt Cancel PO Open Encumbrance D elivery Comple te 5. C lick e xecute b utton a fter t he P O n umber h as b een e ntered. 6/20

7 Title: Delivery Complete Goods Receipt to Cancel PO Open Encumbrance Area: Shopping Cart Business Process Delivery Complete Goods Receipt to Cancel PO Open Encumbrance Transaction Code: G o o d s R e c e i p t P u r c h a s e O r d e r L A U S D T e st U s e r Last Modified: 2/24/2015 7/ 20 Business Process

8 Complete Goods Receipt Cancel PO Open Encumbrance Encumbran ce 7. C lick o n t ab. 8/20

9 Complete Goods Receipt Cancel PO Open Encumbrance Cart 8. A s r equired, c omplete/review t he f ollowing f ields: Q ty i n Field R /O/ C U nit o f E ntry R D escription T he q uantity o f t he g ood i n t he u nit o f m easure. E xample: 15 P lease note: If the Goods Receipt is only to cancel the encumbrance of the existing Purchase Order, enter the amount a s zero (0) otherwise enter the Partial Goods Receipt Quantity. 9 /20

10 Complete Goods Receipt Cancel PO Open Encumbrance 9. Click p ost a oods G f or L ine 1. 10/20 Business P rocess

11 Complete Goods Receipt Cancel PO Open Encumbrance 10. C lick o n " Next tem" I b utton. 11/20

12 Complete Goods Receipt Cancel PO Open Encumbrance Rece ipt 11. C lick o n t he t ab. 12/20

13 Complete Goods Receipt Cancel PO O pen Encumbrance 12. C lick o n the d rop own d m enu. 13/20

14 Complete Goods Receipt Cancel PO Open Encumbrance Good s 13. C hoose t he o ption, i ndicate this is the final delivery for this line item. O nce t he f lag i s s et, i t w ill c ancel t he e ncumbrance f or t he o pen b alance o n t he. 14/20

15 Complete Goods Receipt Cancel PO Open Encumbrance 14. lick C o n v erify a ll t he i nformation. 15/20

16 Complete Goods Receipt Cancel PO Open Encumbrance D isplay l ogs 15. C lick C ontinue b utton. M essage displays the remaining quantity after t he P O i s p osted. I t also gives the warnin g t hat t here are no more expected deliveries o n the. 16/20

17 Complete Goods Receipt Cancel PO Open Encumbrance 16. C lick o n. 17/20

18 Complete Goods Receipt to Cancel PO Op en Encumbrance 17. S elect t he o pti on. 18/20

19 Complete Goods Receipt Cancel PO Open Encumbrance S AP N etweaver Por tal - I nternet E xplorer p rovided b y L AUSD 18. C lose t he w indow b y c licking o n. 19/20

20 Complete Goods Receipt Cancel PO Open Encumbrance Bus iness P rocess R esult Y ou h ave successfully processed a D elivery C omplete to cancel the remaining e ncumbrance on the purchase order.

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