Batch No-PO Receiving (WF-005)

Purpose

Use this when items arrive with no PO. Needs manager approval first.

Start: Items with no PO End: Items in stock for review

Before You Begin

You need:

• Manager approval
• Vendor name
• Item list
• Dakota login

Get OK from manager before you start.

Workflow Overview

Get Approval → Enter Vendor → Add Items → Print Labels

Step-by-Step Instructions

Step 1: Get Manager Approval

1. Tell manager about items
2. Get verbal or written OK
3. Note the reason

Do not skip this step.

Step 2: Open No-PO Receiving

1. Log in to Dakota
2. Click Receiving
3. Click No-PO Receiving
4. Screen opens

Step 3: Enter Vendor Info

1. Type vendor code
2. Type delivery date
3. Type reason code:
   • N1: Emergency order
   • N2: Sample
   • N3: Return
   • N4: Other

Step 4: Add First Item

1. Type or scan item
2. Enter quantity
3. Enter lot (if asked)
4. Enter expiry date
5. Press Enter

Step 5: Add More Items

1. Type next item
2. Enter quantity
3. Enter lot and date
4. Repeat for all items

Step 6: Review Entry

1. Check all items
2. Check all counts
3. Check all dates

Step 7: Complete

1. Press F3
2. System makes record
3. Labels print

Step 8: Follow Up

1. Give copy to purchasing
2. They will make PO
3. Or return items

Decision Points

No Manager Available

Cannot get approval.

Options:

• Wait for manager
• Set aside items
• Call purchasing

Item Not in System

Item number not found.

Options:

• Check item number
• Call purchasing
• Use generic item code

Troubleshooting

Related Workflows

• WF-001: Standard PO
• WF-003: Super PO
• WF-002: UCI Barcode

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