the Receiving Macro
receipts (firm orders)
Form (MS Word)
Sorting Monographic Receipts and
Firm Order Invoices
Monographic Receipts Procedure
Identifying the Vendor Code
The easiest way to identify the vendor is to look at the first order
you bring up for checkin. Click on the ellipsis box by the vendor code
on the purchase order header. Compare the name on the vendor record to
If the above is not successful, find the vendor code for the supplier
of the shipment by searching ACQ by the vendors name as it appears
on the invoice. (Note that vendors may have multiple codes, for example
ybp and eybp for vendor YBP.
- Select the Vendors bar from the Listbar
in Acquisitions. Click on the Search Vendor icon
that will display the Search Vendor
quick search dialog box.
- Select Search By field to Vendor
Name from the three searching criteria options. (NOTE--the
Search By field should default to Vendor
Name if your searching defaults are set correctly in Workflows.
- Select the Phrase button from the choices
of Equal, greater, less, and Phrase. The Phrase
search is equivalent to a keyword search of the Vendor Name index.
- Enter a free-text search of one or more words from the suppliers
name in the Search For field and click on
Search to execute your search.
- Look at any matching record(s) retrieved and verify that it matches
your invoice by checking the name and address information (click Addresses
icon to display addresses).
- Record the vendor code on the invoice or the Material Received
Without Invoice form and close the vendor record.
[Monographic Receipts Procedure] [Checking
Shipment] [Identifying Vendor Code] [Searching
Records] [Verifying Order] [Invoiced
Orders] [Non-invoiced Orders] [Creating
Item Record] [Finishing Up]