How you manage items during the receiving process and what you fill in these screens will differ depending on your local unit’s practices. Confirm with your manager how to properly receive materials in your location.
If you want to also create an invoice, begin the invoice process (see the Invoicing page in this guide) and choose Handle receiving as part of invoicing on the invoice creation page. Once the invoice is done, follow the instructions below to receive.
To check your work, copy the POL number, use the persistent search bar to find the order, and see in the snapshot that it was received. If you kept the item in the department, copy the barcode and search for the physical item record, where you’ll see where it is in in the Technical Services workflow.
You can unreceive any item you just received by clicking on the row action item icon next to the received item and selecting Unreceive.
Note that you can only unreceive items if: