Undoing a Receipt
If an item is received by mistake, you can undo the receipt. This can easily occur, for example, when multiple lines are highlighted for receiving. You can undo a receipt at any point in the Acquisitions process. You undo a receipt with the Undo option on the PO Line menu.
If you want to cancel the line, do not undo the receipt; cancel the line instead. (For more information on canceling items, Canceling Items.)
Constraints
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You cannot undo a receipt without first undoing the PO line approval, if the line has been approved. (For more information, see Undoing an Approval for a PO Line.) |
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You cannot undo a receipt if a voucher has been printed for the PO line and if the Spent Event field is set to “Receipt and Invoice.” To undo the receipt in this case, you must first void the voucher. (For instructions, see Voiding a Voucher.) |
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Currently, Horizon does not give you the option of undoing the receipt of individual quantities on a line. Undoing the receipt of a line undoes the receipt for all quantities. To get around this, you can undo the line and then re-receive the quantities you want to remain received. |
Effects
Undoing a receipt:
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Removes the received date in the PO Line Item Detail window. It also removes the quantity in the Rec column in the PO window. (This column is displayed only if you are in the Receive mode.) (The receive activity is still shown in the PO Line Item History window.) |
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Adds a “Received – Undone” activity for the items in the PO Line Item Detail window. |
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Restarts claiming. Claims will be generated based on the original order date and the claim cycle settings defined on the vendor record. |
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Does not remove the title from the Titles by Budget report since funds are still encumbered (or expended, in the case of prepaid orders) for the line. |
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Unexpends and re-encumbers the budget on the PO line if the line has been invoiced and the Spent Event field on the PO header is set to “Receipt and Invoice.” |
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Changes the status of item records (if created in Acquisitions at order time) from “Newly Acquired” back to “On Order” for all items attached to the PO line item record. |
To undo a receipt
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Open the purchase order that contains the line or lines whose receipt you want to undo. |
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At the PO window, highlight the lines whose receipt you want to undo. |
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Choose PO Line, Undo, then choose Receive. |
Horizon prompts you to confirm the action.
Horizon undoes the receipt for the line.
Note: If you choose to undo multiple PO lines and there are any reasons why some lines cannot be undone, Horizon displays a message. The message explains why some lines cannot be undone and shows which lines the message applies to. (Realize, however, that there are four reasons why lines cannot be undone and there may be other lines that cannot be undone.) You can then clear the condition preventing the lines being undone and undo the lines again. If there are other lines that cannot be undone for a different reason than the first, then Horizon displays a different message and shows which lines the message applies to. (For more information on the error messages that Horizon may display while undoing statement lines, see Error Messages.)
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