Purchasing and Distribution Services

Desktop Receiving

Purchasing and Distribution Services

Desktop Receiving

FAR Meeting – August 12th, 2014

Desktop Receiving InformationDesktop 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.

Desktop Receiving InformationDesktop 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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Resources:Resources:

• Purchasing Website:

http://www.utsa.edu/purchasing/index.cfm

• Purchasing PeopleSoft Forms:

http://www.utsa.edu/purchasing/PS_Purch_Forms.cfm

• Purchasing PeopleSoft Instructional Guides:

http://www.utsa.edu/purchasing/PS_Purch_HowTo.cfm

• Purchasing Website:

http://www.utsa.edu/purchasing/index.cfm

• Purchasing PeopleSoft Forms:

http://www.utsa.edu/purchasing/PS_Purch_Forms.cfm

• Purchasing PeopleSoft Instructional Guides:

http://www.utsa.edu/purchasing/PS_Purch_HowTo.cfm