Requisitions – Receiving

Summary

 

Audience

This article is intended for all faculty and staff.

 

Platform

IC Finance Cloud

 

Contents

• Receiving Ordered Items
• Correcting a Receipt
• Returning a Receipt

 

 

Receiving Ordered Items

Fig. 1 IC Finance Cloud home page, Procurement tab near top of screen, My Receipts app in middle of screen under Apps

 

To receive items in an order:

 

1. On the IC Finance Cloud home page, click the Procurement tab, then click the My Receipts app

2. On the Receive Items screen, click the Items Due dropdown list and select Any Time.

3. Click the Requisitioning BU dropdown list and select Ithaca College.

4. Click the Search button. This will display all of your outstanding orders that are awaiting receiving.

5. Click on the row for the items you would like to receive to highlight the row, then click the Receive button.

6. At the top of the screen, click the Show Receipt Quantity button to pre-populate the full quantity ordered. If you have received less than the full quantity ordered, type the actual quantity received in the Quantity field for the corresponding item.

7. Type the Waybill and/or Packing Slip number(s) in the appropriate fields if you have the numbers available.

8. Click the Submit button in the top right corner of the screen. A confirmation will appear showing the receipt number. Click OK. If you are receiving for a non-catalog order (including payments on contracts, for services, etc.), send an email to ofcinvoices@ithaca.edu referencing the PO Number and the Receipt Number, and attach all required documentation (e.g. copy of an invoice, agreement, contract, or form) to the email.

 

Correcting a Receipt

The Correct function can be used to make a change to a receipt after it has been submitted.

 

To correct a receipt:

 

1. On the IC Finance Cloud home page, click the Procurement tab, then click the My Receipts app

2. On right side of the Receive Items screen, click the Tasks icon, then click Manage Receipts.

3. On the Manage Receipts screen, click the Items Received dropdown list and select Any Time.

4. Click the Requisitioning BU dropdown list and select Ithaca College. Click Search.

5. Click on the row for the receipt you would like to correct to highlight the row, then click the Correct button.

6. Type the Correct Quantity that you have received in the corresponding field.

7. Click the Submit button in the top right corner of the screen. A confirmation message will appear. Click OK.

 

Returning a Receipt

The Return function is used to account for items that you have returned to the supplier and request a credit for the returned items.

 

 

To return a receipt:

 

1. On the IC Finance Cloud home page, click the Procurement tab, then click the My Receipts app

2. On right side of the Receive Items screen, click the Tasks icon, then click Manage Receipts.

3. On the Manage Receipts screen, click the Items Received dropdown list and select Any Time.

4. Click the Requisitioning BU dropdown list and select Ithaca College. Click Search.

5. Click on the row for the receipt you would like to return to highlight the row, then click the Return button.

6. Type the quantity you have returned to the supplier in the Return Quantity field.

7. Select Rejects in the Reason dropdown field. Type the return number in the RMA field if you have been given one by the supplier.

8. Scroll Right and Click the icon under Note. In the box that appears, Type a description of why the item is being returned in the Note field and click OK.

9. Click the Submit button in the top right corner of the screen. A confirmation message will appear. Click OK.