Desktop Receiving How To
How to receive in orders:
- Please receive in your Requisition or Purchase Order as soon as you’ve received it. System will not allow AP to pay the invoice until the order has been received in.
- Open EBS from the Citrix App. Click on NBT iProcurement under the Navigation.
- Click on Receiving tab.
NBT iProcurement
- Click the icon to the far right of the Requisition to be received. Another option is to change the Search Attribute field to either Requisition or Purchase Order number and input the Search Value.
- Check the radio box to the left of the Requisition to be Received, adjust the quantity to be received if needed, then click Next. Please be sure to only receive in the line for the item that has been received.
- Receipt Date will default, it can be updated if needed.
- If receiving a physical item, please upload the packing slip as an attachment for auditing purposes. Services and licenses do not need documentation attached.
- Once completed, click Next.
- On the last screen you can review your receipt prior to submitting.
- The Receipt Number will be confirmed.
To return an incorrectly received line:
- Use “Items to Return” instead of “Receipts to Correct” as this function is more traceable. Input the Requisition or Purchase Order number and click Go.
- Locate the receipt number and input the Return Quantity. Click Next.
- May select a pre-filled Reason from the list, or type in Comments. Click Next.
- Review the return and click Submit.
