Managing Purchase Receives and Disburse

 Standard Operating Procedures

<Managing Purchase Receives and Disburse>

Purpose

 

Procedure

  1. From WorkDesk Screen select Purchasing
  2. Select Purchase Receive
  3. Select New
  4. Under Purchase Order change operator to contains and enter PO Number

Note: full PO number needs to be entered including leading zeros
Change status to accepted                     
Click save
Click Purchase Disbursement
Choose Line item
Click Save
To Receive Partial of the PO
Go to the AiM Main Menu and click on Purchasing
Click on Purchase Receive
Click New
Enter PO Code and Execute
Change Status to Partial
Click on Line
Change Quantity to quantity received and click done
Click Save
Quantity Accepted now shows the partial receive
Choose Purchase Disbursement
To Receive Remaining Portion of the PO
Go to the AiM Main Menu and click on Purchasing
Click on Purchase Receive
Click New
Enter PO Code and Execute
Change Status to Accepted
Click Save
Quantity Accepted now shows the remaining received and accepted
Choose Purchase Disbursement
Choose Save

 

Responsibilities:

  1. Central Warehouse – Enter the purchase receive and purchase disbursement for items received at Central Warehouse delivered to FOBS

Roles used:

 

  1. Central Warehouse – Permissions to receive purchases in AiM
  2. Finance – Permission to receive purchases.
  3. System Administration – Modifications and updates for support as necessary