How to Perform and Utilize Receiving Lists
The BASIS Receiving System enables departments to provide electronic acknowledgment of orders received and to give authorization to pay or withhold payment on invoice lines entered by Accounts Payable personnel. The way in which the Purchase Order was setup will determine the method in which Receiving will be performed.
A PO may be setup using one of the following:
- Dollar Receiving ( A $ sign in the UM field on the PO)
- Quantity Receiving
A PO setup as a ‘check with order’ or ‘invoice attached’ will NOT perform Receiving.
It is important to note that unless the order does not require Receiving, even though the invoice may have been entered by Accounts Payable, the invoice will not be paid until acknowledgment of the goods or services along with approval to pay has been given.
When beginning your Receiving process ALWAYS begin at the LLPO (List Lines of a Purchase Order) command. This is the ‘Big Picture’ of the Purchase Order. All lines of the PO will be displayed. You can also quickly glance at the UM field to insure how you set this PO up and how Receiving will be performed.
There are several lists available that will enable you to locate Purchase Orders in which invoices have been received, but acknowledgment of the goods or services or approval to pay has not been given.
- LUIB (List Unmatched Invoices for a BU)
- LUCB (List Unmatched Credit memos for a BU)
- LUIP (List Unmatched Invoices for a Purchase order)
There are also lists available that will enable you to locate Purchase Orders in which Receiving has been performed, but invoices have not yet been received and entered.
- LURB (List Unmatched Receivers for a BU)
- LURP (List Unmatched Receivers for a Purchase order)
How to Perform Receiving on the web utilizing webBASIS
Although you have the option of utilizing 3270 BASIS uses the list functions above, you also have the option of processing your receiving entries using webBASIS. Below is a link to the BASIS site where you will locate PowerPoint presentations on receiving along with video demonstrations.