1. Purchasing and Distribution Services Desktop Receiving FAR Meeting – August 12 th, 2014

2. Desktop Receiving Information Important to issue a receipt for items delivered directly to the department Avoid delays in Payment, match exception occurs when a receipt is not issued promptly Voucher Match Exceptions related to receipts can be based on overages – –Departments should ensure that if more quantity was ordered and received, a Purchase Order Correction must be completed PRIOR to a vendor sending an invoice. Important to issue a receipt for items delivered directly to the department Avoid delays in Payment, match exception occurs when a receipt is not issued promptly Voucher Match Exceptions related to receipts can be based on overages – –Departments should ensure that if more quantity was ordered and received, a Purchase Order Correction must be completed PRIOR to a vendor sending an invoice.

3. Desktop Receiving Information Instructional Guide or “How To” on the Purchasing website to issue a Desktop Receipt Receipts are issued based on the requisition number, not the PO. Instructional Guide or “How To” on the Purchasing website to issue a Desktop Receipt Receipts are issued based on the requisition number, not the PO.

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7. Resources:Resources: Purchasing Website:Purchasing Website: http://www.utsa.edu/purchasing/index.cfm Purchasing PeopleSoft Forms:Purchasing PeopleSoft Forms: http://www.utsa.edu/purchasing/PS_Purch_Forms.cfm Purchasing PeopleSoft Instructional Guides:Purchasing PeopleSoft Instructional Guides: http://www.utsa.edu/purchasing/PS_Purch_HowTo.cfm Purchasing Website:Purchasing Website: http://www.utsa.edu/purchasing/index.cfm Purchasing PeopleSoft Forms:Purchasing PeopleSoft Forms: http://www.utsa.edu/purchasing/PS_Purch_Forms.cfm Purchasing PeopleSoft Instructional Guides:Purchasing PeopleSoft Instructional Guides: http://www.utsa.edu/purchasing/PS_Purch_HowTo.cfm