Purchasing / Accounts Payable transaction documents
Document |
Description |
Bulk Receiving (RCVB) |
The bulk receiving document is used by a central receiving office to record the number of cartons or packages received. The printed receiving ticket is used to facilitate the delivery of the goods to the delivery address. |
This document creates the purchase order when a contract manager's number is associated with the requisition. | |
Line Item Receiving (RVCL) |
The Receiving document is used by a central receiving organization or a departmental user to record the receipt of goods on purchase order line items where a quantity exists. The document is also used to record goods that were damaged, returned, or unordered. |
Payment Request (PREQ) |
When an invoice against a purchase order is received from the vendor, the system generates a payment request document to initiate payment to the vendor. |
Requisition (REQS) |
This document indicates goods or services you want to order through the system. The requisition also provides purchasing with the authority to use funds from the accounts specified. |
This document is used to connect to online vendor catalogs to create shopping carts. Returning the cart into Kuali creates a requisition document. This feature requires a B2B integrator. | |
Vendor Credit Memo (CM) |
This document initiates adjustments or records refunds for goods or services related to invoices processed on purchase orders. |
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