The steps below walk you through receiving on a PO. Alternatively, you can refer to the Purchasing User Guide and scroll to the Oracle Purchasing documentation.

1. Select POREQ Buyer and Approver, for the set of books in which this PO was created.
2. Under the Receiving section, select Receipts.  
3. NOTE:  If prompted, select the Set of Books again.  For U.S., this will be CM.
4. Enter the PO number in the PO Number field, and click Find.
5. Drag the Receipt Headers window out of the way, revealing the grid.
6. Check the box next to the line you wish to receive.
7. If the quantity is not correct, change it.
8. Save.

If you still have any questions or concerns, you may contact the Business Systems Help Desk.

To add money to a purchase order, you can simply add a new purchase order line for the additional money. The new purchase order line would then need to follow the standard steps of approval and receiving.  You can refer to the online Purchasing User Guide at https://www.cmu.edu/finance/systems/documentation/guides.html and scrolling to the Oracle Purchasing documentation to find instructions on how to create a purchase order line and how to create a receipt. 

If you still have any questions or concerns, you may contact the Business Systems Help Desk.

All Purchasing Checklist and Bid Summary Forms (Bid Checklists) should be attached to the purchase order in Oracle. The following instructions explain how to attach the bid checklist:

1. Go into your Oracle POREQ Buyer and Approver responsibility and choose Purchase Orders.
2. If creating a new PO, input the required data into the PO header fields and save your work. 
3. While in any field in the PO header section, click the Attachments paper clip icon in the toolbar.
4. In the Attachments form, click on the Category field
5. Select the Bid Checklist option.
6. Enter a title and description if desired.  These fields are optional and will show in the approver’s workflow notification.  If a title is not entered, the file name will show as the document name.
7. Go to the Source Tab.  A decision box will pop up asking if the file has been uploaded successfully.  Do not click on either Yes or No yet.
8. Locate the GFM upload page. (Note: this window often opens behind the Oracle application)
9. Click the Browse button to search for the file to submit.
10. Once the file has been submitted and the name shows in the Upload file field, click Submit.
11. Close the window once the confirmation message is received.
12. Go back into Oracle and click Yes in the decision box to indicate that the file has been attached successfully.
13. Oracle will automatically save at this step.  To confirm that the attachment was successfully added, click any field in the PO header and confirm that the paperclip icon now has a piece of paper in it.

For more detailed instructions, refer to the Purchase Order Attachments Quick Guide [.pdf].

All suppliers should receive the PO as this includes the link to the university’s terms and conditions. Additionally, this will ensure the supplier has the CMU PO number to include on the invoice.