Content Comparison

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• View a video https://youtu.be/a8mXtvDyrc4 with details of the stepsdemonstration of receiving items.

• View the PCPS webpage.

• Email pcps@mail.wvu.edu for assistance.

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1. Access Mountaineer Marketplace.

2. Click the person icon in the upper right corner of Mountaineer Marketplace.

3. In the person icon menu, choose My Recently Completed Purchase Orders.

4. In the list of purchase orders, verify that the Matching Status column does not contain Fully Matched.  If the status is not Fully Matched, then the purchase order still has items or services that need to be received.

   1. The list of purchase orders defaults to those created in the last 90 days. Click the radio button for All to include purchase orders older than 90 days. Then click Apply.

5. Click the ellipsis (three-dot menu) at the left of the row. 

   1. For Products: Click Create Quantity Receipt.

   2. For Services: Click Create Cost Receipt.

   In the Receipt Lines region:

   Products:

6. The default Receipt Date is the date you complete this form. Change this to the actual goods received date.

The Quantity field contains the number remaining to be paid on the Purchase Order. Verify that this number corresponds to the number you have physically received; if this number is incorrect, change it to enter the quantity you have received. 

purchase order number. 

7. Click the ellipsis in the upper right corner.

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8. Click Create Receipt. Mountaineer Marketplace determines if this is a receipt of items or services.

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9. For Items:

   1. Click Create Quantity Receipt.

   2. Change the Receipt date to the date you received the items.

   3. Scroll down to the Lines Details portion. Verify that the Quantity field contains the number you physically received. If necessary, change the quantity to the number you actually received.

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   4. Check the box at the right

      side

      of the

      row.

   5. Click Complete.

   Services:

   The default Receipt Date is the date you complete this form. Change this to the last day

   field.

   6. Click Submit in the upper right corner.

   7. A verification will be displayed.

10. For Services:

    1. Click Create Cost Receipt.

    2. Change the Receipt date to the last date of service on the invoice.

    3. The Cost field shows the dollar amount remaining to be paid on the purchase order

       Scroll down to the Lines Details portion. Verify that the

       services

       Cost field contains the amount corresponding to

       this amount have been

       the services that were performed.

        

       If the services have been only partially performed, delete the amount in the Cost field and enter the

       dollar

       amount corresponding to the work that has been performed.

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    4. Check the box at the right

       side of the row.Click Complete

       of the screen.

    5. Click Submit in the upper right corner.

    6. A verification will be displayed.

11. To receive a Multiple-Line Order:

    1. Receiving all rows:

       1. Check the box above all lines and then click Submit.

    2. Receiving only some rows now:

       1. In the Line Details region, check the box(es) for the line(s) you are not receiving.

       2. Click the trashcan.

       3. The row is removed for now, but can still be received later.

       4.  Click Submit.

12. A verification message appears.