Chapter 5. Receiving Materials: Standard Transactional E-docs

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On the Select/Acquire tab, the Receiving submenu provides access to receiving e-documents.

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Introduction
Accessing Purchasing and Accounts Payable Functions
Batch Processes
Ordering Materials: Standard Transactional E-Docs
- Requisition Search
  - Lookup Help
- Requisition
- Purchase Order Search
  - Lookup Help
- Purchase Order
  - Document Layout
  - Process Overview
- Purchase Order Amend
  - Document Layout
    - Notes and Attachments Tab
  - Process Overview
- Purchase Order Payment Hold
  - Document Layout
    - Notes and Attachments Tab
  - Process Overview
    - Routing
    - Initiating a POPH Document
- Purchase Order Remove Payment Hold
  - Document Layout
    - Notes and Attachments Tab
  - Process Overview
    - Routing
    - Initiating a PO Remove Hold Document
- Purchase Order Void
  - Document Layout
    - General Ledger Pending Entries Tab
    - Notes and Attachments Tab
  - Process Overview
- Purchase Order Close
  - Document Layout
    - General Ledger Pending Entries Tab
    - Notes and Attachments Tab
  - Process Overview
- Purchase Order Reopen
  - Document Layout
    - General Ledger Pending Entries Tab
    - Notes and Attachments Tab
  - Process Overview
- Order Holding Queue
Paying for Materials: Standard Transactional E-Docs
- Invoice Search
  - Lookup Help
- Invoice
  - Document Layout
  - Process Overview
- Vendor Credit Memo Search
  - Lookup Help
- Vendor Credit Memo
- Payment Request Search
  - Lookup Help
- Payment Request
Receiving Materials: Standard Transactional E-docs
- Monograph Receiving Search
  - Lookup Help
- Monograph Receiving (Line Item Receiving)
  - Document Layout
    - Line Item Receiving Initiation Tab
    - Line Item Receiving Document
  - Process Overview
- Claim Notices
- Claim Response Information (Update)
  - Process Overview
- Receiving and Claiming Queue
- Serials Receiving Transaction
Fund
- General Ledger
- Fund Lookup
  - Search Results
- Flexible Offset Options
  - Flexible Banking Offsets
  - Flexible Offsets by Account
- Budget Adjustment Search
- Budget Adjustment
  - Document Layout
    - Document Overview Tab
    - Accounting Lines Tab
      - Income Stream Adjustments
  - Process Overview
- Transfer of Funds Search
- Transfer of Funds
  - Document Layout
  - Process Overview
Licensing Overview
- Licensing e-documents
Standard Licensing E-Docs
- Agreement
- Initiate License Workflow
- License Request
- Manage Checklist
  - Document Layout
  - Process Overview
Vendor
- Vendors
- Vendors Search
  - Lookup Help
Electronic Resources: Standard Transactional Documents
- E-Resource
- E-Resource Search
  - Process Overview
Import
- Load Reports
- Invoice Load Details
  - Document Layout
All Acquisitions Records (Searches)
- Acquisitions Search
  - Lookup Help
Reports
- Available Balances
- Cash Balances
  - Lookup Criteria
  - Search Results
- Organization Review
Others: Additional Select/Acquire Standard Transactional Documents
- Disbursement Voucher
  - Document Layout
  - Process Overview
- Distribution of Income and Expense
  - Document Layout
  - Process Overview
- Donor Annual Stewardship Report
- Donor Encumbered Report
- General Ledger Introduction
- GL Inquiries: Basic Information
- General Error Correction
- General Ledger Correction Process
  - Accounting Cycle Files
- General Ledger Entry
  - Lookup Criteria
  - Search Results
    - E-Doc Drilldown
- Pre-Encumbrance
  - Document Layout
    - Pre-Encumbrance Details Tab
  - Process Overview
- Year End E-Docs
Standard COA E-Docs
- Managing COA Documents
  - Initiating Chart of Account Structures
  - Creating Funds: OLE Chart of Accounts
- Global COA Documents
  - Edit List of xxx Tab
- Account
  - Document Layout
  - Process Overview
    - Business Rules
    - Routing
- Account Global
  - Document Layout
    - Global Account Maintenance Tab
    - Edit List of Accounts Tab
  - Process Overview
- Chart
  - Document Layout
  - Implementation Information
- Object Code
- Object Code Global
  - Document Layout
    - Global Object Code Maintenance Tab
    - Edit Multiple Year and Chart Tab
  - Process Overview
- Organization
- Project Code
- Sub-Account
  - Document Layout
    - Edit Sub-Account Code Tab
    - Edit Financial Reporting Code Tab
  - Process Overview
    - Business Rules
    - Routing
- Sub-Object Code
  - Document Layout
    - Edit Sub Object Code Tab
  - Process Overview
    - Business Rules
    - Routing
- Sub-Object Code Global
  - Document Layout
  - Process Overview
- Responsibility Center
  - Document Layout
COA Attribute Maintenance E-Docs
- Account Type
  - Document Layout
- Accounting Period
  - Document Layout
- Balance Type
  - Document Layout
- Basic Accounting Category
  - Document Layout
- Budget Aggregation Code
  - Document Layout
- Fund Group
  - Document Layout
- Object Consolidation
  - Document Layout
- Object Level
  - Document Layout
- Object Sub-Type
  - Document Layout
- Object Type
  - Document Layout
- Organization Type
  - Document Layout
- Restricted Status
  - Document Layout
- Stewardship Requirement
  - Document Layout
- Sub-Fund Group
  - Document Layout
- Sub-Fund Group Type
  - Document Layout
- Sufficient Funds Check Type
  - Document Layout
- Sufficient Funds Code
  - Document Layout
Vendor Attribute Maintenance E-Docs
- Address Type
  - Document Layout
- Campus
  - Document Layout
- Contact Type
  - Document Layout
- Contract Manager
  - Document Layout
- Cost Source
  - Document Layout
- Payment Terms Type
  - Document Layout
- Phone Type
  - Document Layout
- Shipping Payment Terms
  - Document Layout
- Shipping Special Conditions
  - Document Layout
- Shipping Title
  - Document Layout
- Supplier Diversity
  - Document Layout
- Vendor Inactive Reason
  - Document Layout
- Vendor Search Alias Type
  - Document Layout
- Vendor Transmission Format
  - Document Layout
- Vendor Transmission Type
  - Document Layout
Lookup (Account Delegate) Maintenance E-Docs
- Account Delegate
  - Document Layout
  - Process Overview
    - Business Rules
    - Routing
- Account Delegate Global
- Account Delegate Global From Model
- Account Delegate Model
  - Document Layout
    - Edit Account Delegate Model Tab
    - Edit Delegates for Model Tab
  - Process Overview
    - Routing
    - Initiating an Account Delegate Model Document
E-Acquisitions Maintenance Documents
- Access Location
  - Document Layout
- Access Type
  - Document Layout
- Agreement Document Type
  - Document Layout
- Agreement Method
  - Document Layout
- Agreement Status
  - Document Layout
- Agreement Type
  - Document Layout
- Authentication Type
  - Document Layout
- Content Type
  - Document Layout
- E-Resource Status
  - Document Layout
- License Request Current Location
  - Document Layout
- License Request Status
  - Document Layout
- License Request Type
  - Document Layout
- Licensing Requirement
  - Document Layout
- Material Type
  - Document Layout
- Package Scope
  - Document Layout
- Package Type
  - Document Layout
- Payment Type
  - Document Layout
- Request Priority
  - Document Layout
Select & Acquire Admin Maintenance E-Docs
- Bank
  - Document Layout
  - Implementation Information
- Billing Address
  - Document Layout
- Building
  - Document Layout
- Cancellation Reason
  - Document Layout
- Carrier
  - Document Layout
- Currency Type
  - Document Layout
- Delivery Required Date Reason
  - Document Layout
- Donor
  - Document Layout
- Exception Type
  - Document Layout
- Exchange Rate
  - Document Layout
- Invoice Sub Type
  - Document Layout
- Invoice Type
  - Document Layout
- Item Category
  - Document Layout
- Item Type
  - Document Layout
- Method of PO Transmission
  - Document Layout
- Note Type
  - Document Layout
- Order Type
  - Document Layout
- Payment Method
  - Document Layout
- Recurring Payment Type
  - Document Layout
- Request Source Type
  - Document Layout
- Sensitive Data
  - Document Layout
- Electronic Invoice Item Mapping
  - Document Layout
- Format
  - Document Layout
- Funding Source
  - Document Layout
- Item Price Source
  - Document Layout
- Item Reason Added
  - Document Layout
- Negative Payment Request Approval Limit
  - Document Layout
- Organization Parameter
  - Document Layout
- Payment Request Auto Approve Exclusions
  - Document Layout
- Purchase Order Contract Language
  - Document Layout
- Purchase Order Item Status
  - Document Layout
- Purchase Order Vendor Choice
  - Document Layout
- Receiving Address
  - Document Layout
- Receiving Threshold
  - Document Layout
- Recurring Payment Frequency
  - Document Layout
- Requisition Source
  - Document Layout
- Room
  - Document Layout
- Disbursement Voucher Payment Reason
  - Document Layout
- Fiscal Year Function Control
  - Document Layout
- Function Control Code
  - Document Layout
- Offset Definition
  - Document Layout
- Organization Reversion
  - Document Layout
    - Edit Organization Reversion Tab
      - Edit Organization Reversion Details Tab
        Carry Forward Rules
  - Process Overview
    - Business Rules
    - Routing
- Organization Reversion Category
  - Document Layout
- Organization Reversion Global
  - Document Layout
  - Process Overview
Pre-Disbursement Processor
- PDP-Generated General Ledger Entries
- PDP and Flexible Bank Specification
  - Flexible Bank Specification Parameters
  - Setting the Bank Code for a Transaction
  - PDP Disbursements and Bank Codes
    - Bank Codes on the Payments
    - Valid Banks in the Maintenance Setup
  - Canceling and Re-Issuing Payments with Flexible Bank Specification
  - PDP General Ledger Entries with Flexible Bank Specification
- PDP Batch Jobs
- Accounting Change Code
  - Document Layout
- ACH Bank
  - Document Layout
- ACH Transaction Code
  - Document Layout
- ACH Transaction Type
  - Document Layout
- Customer Profile
  - Document Layout
  - Implementation Information
- Disbursement Number Range
  - Document Layout
- Disbursement Type
  - Document Layout
    - Search Criteria
- Format Checks/ACH
  - Document Layout
  - Process Overview
    - Business Rules for Combining Payments
- Format Reset
  - Document Layout
    - Search Criteria
    - Clearing a Format Process
- Format Summary
  - Document Layout
    - Search Criteria
- Payee ACH Account
  - Document Layout
- Payee Type
  - Document Layout
- Payment Bank History
  - Document Layout
    - Search Criteria
- Payment Change
  - Document Layout
- Payment File Batch Upload
  - Upload a File to PDP
  - PDP Payment Upload File Format
- Payment Type
  - Document Layout
- Payment Status
  - Document Layout
- Search for Batch (Batch Lookup)
  - Document Layout
    - Search Criteria
  - Process Overview
    - Viewing Batch Details
    - Taking Actions on a Batch
- Search for Payment
  - Document Layout
  - Taking Action on Payments
Appendix
- Terms and Definitions
- Select And Acquire Roles
- Maintenance Documents Permissions and Routing
- Sample Codes
- Document Statuses
  - Purchase Order Statuses
  - Payment Request Statuses
- Linked Resources