Banner 9 Admin Pages RECEIVING

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Presentation transcript:

Banner 9 Admin Pages RECEIVING Presented by: Lucille Pippetti Jennifer Savage Accounts Payable IRT TIS pippetti@rowan.edu savagej@rowan.edu

What Do You Know Already? Respond at PollEv.com/jennifersava139 or TEXT JENNIFERSAVA139 to 22333 to join A, B or C to Respond

3 Types of Receiving in Banner 9 Admin Pages Complete Regular Order: Physically receive all items at once Partial Regular Order: Receive some items in the order Standing Order: Receive dollar amount

Banner 9 Admin Pages -- Receiving Receiving Goods - FPARCVD Why NEXT? What do I enter if I receive multiple times on a PO?

Banner 9 Admin Pages -- Receiving Receiving Header – Next Section Purchase Order – PO # Packing Slip – Invoice, Packing Slip or Initials/Date

Banner 9 Admin Pages -- Receiving Tools Menu What type of receiving? Complete Regular Receive All PO Items

Banner 9 Admin Pages -- Receiving Receive All PO Items Complete

Banner 9 Admin Pages -- Receiving

Banner 9 Admin Pages -- Receiving Tools Menu What type of receiving? Partial Regular Select PO Items

Banner 9 Admin Pages -- Receiving Select PO Items Save and Close

Banner 9 Admin Pages -- Receiving Select 1st item Complete Enter Amount in Current field Repeat as Needed

Banner 9 Admin Pages -- Receiving Easy…..Peasy?!

Banner 9 Admin Pages -- Receiving Tools Menu What type of receiving? Standing Orders Select PO Items

Banner 9 Admin Pages -- Receiving Same as Partial Regular EXCEPT… Enter DOLLAR Amount in Current field Complete

Banner 9 Admin Pages -- Receiving REGULAR VS STANDING ORDERS 3-way Match vs Workflow

Banner 9 Admin Pages -- Receiving INCOMPLETE RECEIVING

Banner 9 Admin Pages -- Receiving Go to FPARCVD Enter Y Number Complete or Delete

Banner 9 Admin Pages -- Receiving Can Purchasing or Accounts Payable delete a completed receiving?

Banner 9 Admin Pages -- Receiving FOIDOCH IS YOUR FRIEND!!

Banner 9 Admin Pages -- Receiving Document History Check the Status Drill Down for More Info Requisition, PO, Invoice, Check, Receiving

Banner 9 Admin Pages -- Receiving Select Filter Enter PO Number in PO Filter Field FPIPKSL – All receiving for one PO

Banner 9 Admin Pages -- Receiving FGIENCD – All invoices/credit memos for one PO

Banner 9 Admin Pages -- Receiving Return and receive when get correct item Reject and enter Quantity Received in Current Received Enter Quantity Rejected in Current Rejected FPARCVD - Returning/Rejecting Items

Banner 9 Admin Pages -- Receiving BEST PRACTICE EOY Dates Nestle Account Numbers

You Are Now an Expert in Receiving! We appreciate your feedback! Please view this QR code in the camera on your phone and then open the survey from the top of the screen. Please complete the survey or go to this link from your smart phone: https://tinyurl.com/finfy18

References Easy Peasy! Brush Lettering Vector Illustration Design Template. By Orange Vectors, Royalty-free stock vector ID: 476700514. https://www.shutterstock.com/image-vector/easy-peasy-brush-lettering-vector-illustration- 476700514?src=5SUszWnhx7pp3CzpvYuIUQ-1-15&drawer=open Tab Key – InforamtionQ.com. https://www.google.com/search?q=picture+of+tab+key&rlz=1C1GGRV_enUS748US748&tbm=isch&source=iu&ictx=1&fir=GL6OzNznCXlC 7M%253A%252C2GqSBGNnPh0WFM%252C_&usg=__czjBIokfSmyXSkGCNPYnz8KCHDA%3D&sa=X&ved=0ahUKEwiGgqnk1LrbAhVOzVMKHe7C CGoQ9QEILTAB#imgrc=GL6OzNznCXlC7M: Difficult Images – Pixabay. https://pixabay.com/en/photos/difficult/ 3 Way Invoice Matching Images Invoice tolerance Keys – An Insight – Part 1. https://www.google.com/search?q=free+picture+of+3+way+match&rlz=1C1GGRV_enUS748US748&tbm=isch&tbo=u&source=univ&sa=X &ved=0ahUKEwjdwYe8hbPbAhXCyVMKHdhmBAsQsAQIOA&biw=1920&bih=989#imgrc=cU0bfVA1FR8uGM: Incomplete red vintage rubber stamp isolated on white background. https://www.google.com/search?rlz=1C1GGRV_enUS748US748&biw=1920&bih=989&tbm=isch&sa=1&ei=gYkRW4OCMJLuzgKZ3bbgDw&q =free+picture+of+incomplete&oq=free+picture+of+incomplete&gs_l=img.3..35i39k1.7606.10036.0.10228.13.12.1.0.0.0.77.675.12.12.0 ....0...1c.1.64.img..0.12.626...0j0i8i30k1j0i24k1.0.zUipO9U2_9Y#imgrc=T3-ghtQIHSwn3M: Friends Clip Art Black and White. https://www.google.com/search?rlz=1C1GGRV_enUS748US748&biw=1920&bih=989&tbm=isch&sa=1&ei=lIwRW6HHI4eTzwLV0ZKoCg&q= free+picture+of+FRIEND&oq=free+picture+of+FRIEND&gs_l=img.3...942559.943197.0.943421.6.6.0.0.0.0.103.396.5j1.6.0....0...1c.1.64 .img..0.2.111...0j0i30k1j0i8i30k1j0i24k1.0.R71KSpS6JkU#imgrc=Up-mrNauPuwdcM: Best Practice Concept on Blackboard. By bleakstar. https://www.shutterstock.com/image-photo/best-practice-concept-on- blackboard-233225104?src=bWOdLmXwwi-XW9ECq--GDA-1-0