Receiving Items in Mountaineer Marketplace

These instructions show you how to receive items in Mountaineer Marketplace.  

Resources

• View a PDF guide showing how to determine whether you need to manually create a receipt for your purchase.

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• View a detailed PDF guide for basic receiving.

• View a detailed PDF guide for fixing your receipt mistake if you recorded the receipt of items you did not actually receive.

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• View a video demonstration of receiving items.

• View the PCPS webpage.

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

Receiving products or services on a purchase order

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 purchase order number. 

6. Click the ellipsis in the upper right corner.

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

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8. 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.

   4. Check the box at the right of the field.

   5. Click Submit in the upper right corner.

   6. A verification will be displayed.

9. For Services:

   1. Click Create Cost Receipt.

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

   3. Scroll down to the Lines Details portion. Verify that the Cost field contains the amount corresponding to the services that were performed. If the services have been only partially performed, delete the amount in the Cost field and enter the amount corresponding to the work that has been performed.

   4. Check the box at the right of the screen.

   5. Click Submit in the upper right corner.

   6. A verification will be displayed.

10. 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.

11. A verification message appears.