Receive Goods

Important

Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.

Use the Receive Goods page to review purchase orders (POs) and mark items as received. You can use the search criteria in the Display POs section to find specific POs. From the Receive Goods List, you can access the requisition and PO details, view and add comments, and update the received and Material Safety Data Sheet (MSDS) status.

Note

At this time, J1 Web does not provide functionality to search for POs based on split line items.

Permissions Required

To access and update line items on the Receive Goods page, you must be in a Procurement - Purchasing role with the following permissions.

Can view receive goods
Can edit receive goods

Desktop Location

You can also receive goods from the Desktop Receive Goods window.

How To

View and Update the Receive Goods List

From the Finance Procurement Hub options, select Receive goods. The Receive Goods page opens.
In the Display POs section:
1. Select the Receiving Status. Required. The options are:
  - Pending Receipt (default)
  - Received
  - Returned
  - All
2. Enter optional information in the following fields to refine the search.
  - PO Number
  - PO Ordered Between
  - Create from Requisition
  - Ordered From Vendor
  - Created by Purchasing Agent
3. Click Get POs to display the Receive Goods List.
In the Receive Goods List, use the Search at the top right to find POs based on certain keywords.
From the list toolbar on the left, use the Column Selector to change which columns are displayed or hidden.
Click the From Requisition or PO Number link to open requisition or PO details in a new tab.
To update a line item's received status:
1. Use the horizontal scroll bar to go to the New Status column and select an option for the selected item. Available options vary based on the item's current status.
  - Pending Receipt
  - Received
  - Returned
  - Receive Reordered Item
  - Returned - Pending Receipt
2. If the New Status is updated to either Returned or Pending Receipt, select an option from the Sub Status column drop-down.
  - Backordered
  - Delayed
  - Expecting Replacement
  - Not Expecting Replacement
3. The Quantity column is editable when the New Status is updated and required when the New Status is not Pending Receipt.
4. The Why Returned column is editable and required when the New Status column is set to Returned.
5. Enter an optional Status Changed Date. Today's date is the default when the New Status column is set to Received.
6. If applicable, select the MSDS Status from the drop-down. Options are "Received" or "Required".
7. Use the list toolbar to undo or redo changes and download line item details. You can also use the Column Selector to update which columns are displayed or hidden.
8. Click Save in the list toolbar.

View and Add Comments to a Line Item

From the Receive Goods List section of the page, click the Comments icon for in a line item's row.
In the Purchase Order - [Number] pop-up, you can view the PO's existing comments.
To add a comment:
1. Click New comment.
2. Enter your comment text.
3. Click the Attach button if you want to add an attachment.
4. Click Add.

FAQ

Why can't I open the requisition or PO details?

You may not have permission to view requisitions or POs. To view those details, you must be in a Procurement - Purchasing role with the "Can view requisitions and generate reports" and "Can view purchase orders and generate reports" permissions. For additional assistance, contact your campus support team.

Are there options to filter POs by split and unsplit line items?

At this time, J1 Web doesn't provide options to filter by split line items. This functionality is scheduled for a future release.