Transcript Purchasing Updates

Purchasing and Distribution Services
Desktop Receiving
FAR Meeting – August 12th, 2014
Desktop Receiving Information
• Important to issue a receipt for items delivered directly to
the department
• Avoid delays in Payment, match exception occurs when a
receipt is not issued promptly
• Voucher Match Exceptions related to receipts can be based on
overages
– Departments should ensure that if more quantity was ordered and
received, a Purchase Order Correction must be completed PRIOR to a
vendor sending an invoice.
Desktop Receiving Information
• Instructional Guide or “How To” on the Purchasing website to issue a
Desktop Receipt
• Receipts are issued based on the requisition number, not the PO.
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Resources:
• Purchasing Website:
http://www.utsa.edu/purchasing/index.cfm
• Purchasing PeopleSoft Forms:
http://www.utsa.edu/purchasing/PS_Purch_Forms.cfm
• Purchasing PeopleSoft Instructional Guides:
http://www.utsa.edu/purchasing/PS_Purch_HowTo.cfm