Editing or Deleting a Receipt
Step / Action /Receipts are created to indicate which goods or services have been received. Accounts Payable uses this information to determine when it is appropriate to pay the suppliers.
As long as no vouchers have been entered on the line, you can edit or delete a receipt. You can view vouchers and any receipts in the purchase order in the Receipts and Invoices tabs.
1. / You will need to know your purchase order number or the receipt number. This job aid assumes you only have the PO number.
2. / Go to Document Search as follows:
On the far left of any BuyWays page, in the icon ribbon, go to the Orders & Documents icon and Click on Search Documents:
3. / In the resulting page, make sure you have Purchase Order selected in the Search field.
Enter your PO number and click
4. / Click on the PO No. in the search results:
5. / Click the Receipts tab
6. / Click the Receipt No.
7. / Click Reopen Receipt in the upper right corner
8. / Click Yes
9. / You must enter a comment as to why you are reopening the receipt
You can choose to notify someone you are re-opening the receipt but it is not required. Click Reopen Receipt
10. / You now can edit your receipt. To delete, go to step 15
11. / Click the Save Updates button.
12. / Click the Complete button.
13. / A confirmation will appear
14. / If you want to delete the receipt, click Delete either in the upper right corner or under your receipt lines
15. / Click OK
16. / .
End of Procedure.
Updated for the Phoenix view, 01.13.14 Page 1 / Page 1