Standard Operating Procedures
<Managing Purchase Receives and Disburse>
Purpose
Procedure
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:
- Central Warehouse – Enter the purchase receive and purchase disbursement for items received at Central Warehouse delivered to FOBS
Roles used:
- Central Warehouse – Permissions to receive purchases in AiM
- Finance – Permission to receive purchases.
- System Administration – Modifications and updates for support as necessary