How to receive goods and services in order for payment to be made

The University has implemented the best practice of 3-way matching. This allows for better control to ensure we receive all the goods and services that we order and pay for.
THE COMPONENTS OF A 3-WAY MATCH ARE:
•A Purchase Order
•A Receipt(s) against the Purchase Order
•A Supplier's Invoice(s) against the Purchase Order
NOTE: Receiving becomes a critical function in UWinsite Finance to ensure payments to our vendors flow smoothly and on time.

ONCE YOUR ORDER HAS ARRIVED
AT YOUR LOCATION OR THE GOODS / SERVICES HAVE BEEN RENDERED:

1. From UWinsite Finance, click on the Navigator and under Procurement select My Receipts
2. From the Receive Items page, enter in the required information

NOTE: Different Advanced Search parameters can also be used

1. Requestor: Your Name
2. Items Due: Any Time
3. Requisitioning BU: UW BU
3. Click Search
4. Under Search Results, Highlight the desired Requisition and click Receive
5. In the Create Receipts page, the remaining amount owing is shown in the Quantity field. Enter in the Amount Received, to be paid to the supplier, based on the invoice or agreement, and click Submit

NOTE: The Quantity amount will reflect the received amount once a receipt is submitted

6. Confirmation page will be displayed – You created the following receipt numbers: XXXXX, click Ok

NOTE: You will not be notified to receive your goods / services. Please ensure you perform the receipting function in UWinsite Finance monthly to ensure the University’s records are accurate and up to date.
NOTE: Until the receiving of goods or services is complete, vendors will not be paid.
NOTE: If you have received an invoice for your goods / services please submit it to apinvoices@uwindsor.ca along with the PO number, after receiving your items.