Using the Receiver Workbench Concept Using the Receiver

Using the Receiver Workbench Concept

Using the Receiver Workbench

Using the Receiver Workbench Step 1 Begin by navigating to the Receiver Workbench page. Click the Vertical scrollbar.

Using the Receiver Workbench Step 2 Click the Purchasing menu.

Using the Receiver Workbench Step 3 Click the Receipts menu.

Using the Receiver Workbench Step 4 Click the Receiver Workbench menu.

Using the Receiver Workbench Step 5 Use the search page to select available purchase orders in the system by Business Unit, Work. Bench ID, or Description. You can also add values by clicking the Add a new value tab

Using the Receiver Workbench Step 6 Click the Add a New Value tab.

Using the Receiver Workbench Step 7 Click in the Work. Bench ID field.

Using the Receiver Workbench Step 8 Enter the desired information into the Work. Bench ID field. Enter "WB 1".

Using the Receiver Workbench Step 9 Click the Add button.

Using the Receiver Workbench Step 10 Use the Filter Options page to select attributes to search for receipts.

Using the Receiver Workbench Step 11 Click the Horizontal scrollbar.

Using the Receiver Workbench Step 12 Click in the Description field.

Using the Receiver Workbench Step 13 Enter the desired information into the Description field. Enter "Workbench".

Using the Receiver Workbench Step 14 Click in the PO Business Unit field.

Using the Receiver Workbench Step 15 Enter the desired information into the PO Business Unit field. Enter "US 001".

Using the Receiver Workbench Step 16 Click the Search button.

Using the Receiver Workbench Step 17 Use the Receiver Work. Bench page to analyze, review, and manage receipts in a workbench.

Using the Receiver Workbench Step 18 Click the Vertical scrollbar.

Using the Receiver Workbench Step 19 Use the Interface Receipt to submit the Process Receipts jobs to the process scheduler for the selected receipts.

Using the Receiver Workbench Step 20 Use the Receipt Accrual to to submit the Receipt Accrual process to the process scheduler for the selected receipts.

Using the Receiver Workbench Step 21 Use the Cancel Receipt to cancel the selected receipts.

Using the Receiver Workbench Step 22 Use the Close Receipt to perform close processing on the selected receipts.

Using the Receiver Workbench Step 23 Use the Process Monitor to view the status of the submitted receipt process.

Using the Receiver Workbench Step 24 Use the Process Request Options to set the run control and processing action specific values.

Using the Receiver Workbench Step 25 Click the Vertical scrollbar.

Using the Receiver Workbench Step 26 Click the Select option.

Using the Receiver Workbench Step 27 Click the Select option.

Using the Receiver Workbench Step 28 Click the Vertical scrollbar.

Using the Receiver Workbench Step 29 Click the Interface Receipt button.

Using the Receiver Workbench Step 30 Use the Receiver Workbench Processing Results page to view, which receipts are qualified and which are not qualified before submitting them for final processing.

Using the Receiver Workbench Step 31 Click the Log Message Detail icon to access the Receiver. Workbench Processing Log page. This page is a log for the selected receipts that are not qualified for the previously selected action.

Using the Receiver Workbench Step 32 Click the Return to Receiver Workbench link.

Using the Receiver Workbench Step 33 Click the Vertical scrollbar.

Using the Receiver Workbench Step 34 Use the View Processing Results page, where you can view the results of the most recent, pending action taken. This link is only visible when there are pending processing results from the prior action taken. Processing results are pending when the user has pressed the 'Return to Receiver Workbench' link on the Processing Results page rather than elected to proceed or not proceed with the most recent action.

Using the Receiver Workbench Step 35 End of Procedure.