Receipt Quick Reference

This set of instructions is a supplement to How to Create a Receipt and assumes that the end user is already familiar with this process.

  1. Log in to CUNYfirst and navigate to: Financials Supply Chain > Purchasing > Receipts > Add/Update Receipts.
  2. Select the appropriate Business Unit.
  3. Under the “Add New Value” tab, click the “Add” button.
  4. Enter the PO number in the “ID” field, then click “Search.”
  5. Select the lines to be paid, then click “OK.”
  6. Enter the correct values in the “Price” or “Receipt Qty” fields, as necessary.
  7. Click “Save.”
  8. Click the “Add Comments” link.
    • Enter a description of the attachment/signed and dated packing slips/invoices.
    • Click the “Shown at Voucher” checkbox.
    • Click the “Attach” button and attach the signed and dated packing slips/invoices.
    • Click on “OK” button.
  9. Click “Save” again.
  10. Click the “Header Details” link.
    • Delete the default “Receipt Date” and enter the date that the items or services were actually received.
    • Click the “OK” button.
  11. Click “Save” again.
  12. Click the yellow “Details” button.
    • Expand the “Source Information” section.
    • Print the page.
    • Do this for each line on the receipt.
  13. Submit printed confirmation page and all documentation to the Office of Accounts Payable (for Tax Levy) or the Fiscal and Business Services Center (for Non-Tax Levy).

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