Invoicing without receiving

• Receiving as usual, but when asked "Do you want to record the materials as arrived?" click "No."

Receiving without invoicing

• The first field on the Order Bar should be set to order number. If not, use the drop-down to select it.

• Type the order number in the 2nd field on the order bar.

• Click the arrow. The order list will open in the upper pane.

• Highlight the order that you need to receiving on the order list.

• Click the word "Arrival" on the navigation tree.

• Click "Add."

• If necessary, change the number of units to 1.

• Fill in the arrival date based on the date of the good and services stamp.

• Click "Add."

Receiving an unreceived item on an invoice*

• To pull up the item you want to arrive in orders, highlight the line-item that you want to arrive and click the order tab (moneybag).

• Click "Order" in the navigation tree.

• Click the "order (Order # - Vendor Code)" tab. Review the order in the Bib Info screen to insure that it's the correct one.

• When you have the correct order, click "Arrival." An arrival form will open.

• Enter "1" in the number of units arrived box.

• If necessary, set the arrival date.

• Click "Add." The item is now received.

*If the invoice is already paid, the item processing status in the item record will not automatically change from "OR" to "IP." You need to go the item record and manually change it.