Receipts/Receiving - PS Financials
All PSFIN users should refer to these policies and procedures when processing transactions through PeopleSoft Financials: Comptroller's Policies & Procedures and/or Contracting and Purchasing Services Policies & Procedures
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PeopleSoft (also known as "LOUIE") is NAU's student and employee information management system. ITS provides technical support for the PeopleSoft system.
Training & Documentation
Often when ordering goods/services, you may be dealing with multiple deliveries of the same item but only 1 lump sum will be billed for them. In this case, the PO was configured to receive items according to price rather than quantify. This "How-To" guide show how this is done in PS Financials.
When goods/services are ordered by Quantity and Unit Price, they are processed in PS Financials by entering the quantity received (whether delivery is partial or complete makes no difference when recording items received: HOWEVER, the quantity received may not exceed the total amount ordered). This "How-To" guide shows how to receive goods/services by quantity.
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