Understanding the Receiver Workbench

Receiver Workbench provides users with the ability to analyze, review, and manage receipts in a workbench. The user can define the criteria to search for receipts to review, select those into the workbench, perform validation and identify the receipts are qualified for further processing. You can manage selected receipts to be further processed through the Receipt Interface, Receipt Accruals, and closing receipts.

You can setup the Receipt Close Delay Days on the PO Business Unit to indicate how many days to close the receipt since it was last updated. This is used in determining when to close the receipt. Users can close non qualified receipts if the Override Non Qualified Receipt for Close field is enabled on the Receiver/RTV Setup link in the User Preference - Procurement page. An example would be if the good or services have been received and AP matching is required on the receipt, but for some reasons the AP voucher is not matched to the receipt. This will keep the receipt from closing and appearing on the receipt accrual account. You will be able to force close these receipts.

The Receiver Workbench can be used to also reopen selected closed receipts if the receipt were closed early. The user can also use the Workbench to cancel selected receipts.