Receipt Entry Into the Enterprise Resource Planning (ERP)/Oracle PeopleSoft (OPS) System
The TRF Purchasing Manager will use the approved invoice to
perform the receipt function in OPS.
For services, enter the last day of the service period
(i.e. July 31, 2019) as the receipt date in OPS.
Once the receipt is completed in OPS, the TRF Purchasing Manager
will make a notation on the first page of the invoice that the receipt
has been completed and include the completion date.
The TRF Purchasing Manager will notify FIN via the notify
function in OPS that the receipt has been completed and the invoice
is ready for payment processing.
The TRF Purchasing Manager will retain a copy of the invoice
with full notations in the purchasing/contract files. The Purchasing
Manager is not required to retain the attachments.
There is no need for the TRF Purchasing Manager to send the
signed/approved invoice back to FIN because the receipt in OPS serves
as approval to pay.