After your order has been received, you have to create and submit a receiver in ShopBlue to indicate that the items have been received.
A receiver is required for every transaction in ShopBlue except for Payment Requests.
When an order has been received for a standing order or service request form, locate the Purchase Order (PO) number. Type the PO number into the search bar in the top right hand corner and click search. Click on the purchase order from the dropdown menu (Figure 1).
Next, click the Document Actions dropdown at the top right and select Create Cost Receiver (Figure 2).
You are now creating a cost receiver. The Receiver Date will default to today’s date. Be sure to change it to the date you received the item or service. If there is a corresponding voucher, please add the voucher number to the notes section (Figure 3).
Note the full amount of the total of the PO is defaulted as the Cost. Change the dollar amount to the amount you are receiving, then select Complete (Figure 4).
After selecting Complete, you will see the following screen. The receiver you just completed has a number associated and you can now view it (Figure 5).
Repeat these steps as needed to create additional cost receivers for the PO.
Note: In the purchase order in the left navigation menu, click the Receivers tab. This will give you a summary of the dollar amount you have received (net received) and the balance on the PO (Open Cost) (Figure 6).
When an order has been received, locate the Purchase Order (PO) number. Type the PO number into the search bar at the top right and click search. Click on the purchase order from the dropdown menu (Figure 7).
Select the Document Actions dropdown ar the top right and select Create Quantity Receiver (Figure 8).
You are now creating a quantity receiver. The Receiver Date will default to today’s date. Be sure to change it to the date you received the item or service. If there is a corresponding voucher, please add the voucher number to the notes section (Figure 9).
Note the quantity will default to the total quantity of the items listed on the PO. If you have received your entire order, click Complete and you are finished (Figure 10).
If you have not received all of the items on your PO, select the box next to the items you have not received. Then select Go next to the dropdown menu to remove these lines from the receiver. The selected lines will disappear from the screen to be received at a later date. After that, enter the quantity for the lines you have received and select Complete (Figure 11).
Repeat these steps as needed to create additional receivers for the PO. The items you have already received will have a 0 in the Quantity field with a corresponding receiver number in the Previous Receivers field. Enter the Quantity of the items you have now received and select Complete (Figure 12).
Note: Once a receiver has been submitted, it is matched to the purchase order and invoice. If the match is successful, payment will be initiated. If unsuccessful, Accounts Payable will reconcile any discrepancies.
When a receiver is created, a mistake can be made by entering the wrong quantity or the wrong dollar amount. A receiver can even be created against the wrong PO. You may reopen and delete receivers.
When reopening a receiver, you will be required to enter a comment on the receiver as to why you are reopening it. After entering a comment to indicate why you are reopening the receiver, the receiver will be in draft mode again. With the receiver being in draft mode, you are allowed to make edits or delete the receiver completely.
Note: Some receivers are not eligible to be reopened. A message will display if you are not allowed to reopen a receiver for any of the following reasons: