Page 32 - Participant Guide - Unanet GovCon Using Purchasing

LESSON 4 PURCHASE ORDER ASSIGNMENTS &

RECEIPTS

Learning Objectives
• Relate the use of Purchase Receipts into the flow of Unanet Financials
o (Purchase) Receipt User Creates Receipt for Items received
• Relate the use of Purchase Order Assignments into the flow of Unanet Financials
o Purchase Order Assigner Adds Purchase Assignments to a PO
o Project Resource Assigner Creates Project Assignment from a PO

Introduction

The use of Purchase Order Assignments and Receipts are to allow the purchasing
processes to flow into Unanet Financials Accounts Payable. This creates a 3-way
matching process where the transactions associated with a Purchase Order are
matched to create a Vendor Invoice in the Accounts Payable dept. Matched
transactions associated with a Purchase Order can be from received items, timesheets,
or expense reports.

Lesson 4 Overview Video (for SDL only)

3-way Matching

LESSON 4 PURCHASE ORDER ASSIGNMENTS & RECEIPTS
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