Purchase to Pay
Receive / Reject Goods or Services
Logging the delivery/receipt of goods/services is an essential process where there is a Purchase Order. Failure to 'receipt' goods/services in Oracle will result in Open Purchase Orders or Invoices on Hold. For resolution in such cases refer to Open purchase orders and invoices on hold.
Checking and receipting
- On physical receipt of goods or delivery of services, check as appropriate the quantity, suitability, quality, etc.
- Retain signed copies of documentation/delivery notes for audit purposes
- Log receipt of acceptable goods/services via Managing Receipts in iProcurement
(141kb) or Receipt Goods or Services (122kb) depending on preferred functionality. - Alternatively, if a Purchase Order was not required, log the receipt of the goods/services on own your departmental records, i.e. not on Oracle Financials
Rejecting unacceptable goods
Where the delivered goods are unacceptable, take the following actions:
- Segregate rejected items and do not log their receipt on Oracle Financials
- Contact supplier to collect the goods
- Physically return the goods
- For Inventory items, where damaged/returned goods are not going to be replaced, flag the Purchase Order as 'Closed for Receiving'.