Business Policies and Procedures Manual
Receipt Inspection and Acceptance of Purchased Goods
For more information contact:
Central Receiving and Delivery
When departments receive equipment and supplies purchased from outside suppliers, the person in the department receiving the goods updates the status of the item as received in Workday.
See the Workday Create Receipt reference guide for instructions on updating the status of the item as received when the shipping company or the campus central receiving unit delivers items to the department that placed the order.
At the WSU Pullman campus, Central Receiving and Delivery usually delivers the merchandise to the requisitioning department.
At WSU Spokane (WSUS), the Mail Services, Shipping and Receiving department receives shipments from outside suppliers. Mail Services, Shipping and Receiving delivers the merchandise to the requisitioning department.
Mail Services, Shipping and Receiving is located in the South Campus Facility, 412 E. Spokane Falls Blvd., Spokane, WA 99202.
At WSU Tri-Cities (WSUTC), the Shipping and Receiving department receives shipments from outside suppliers. In addition to inspecting and logging received shipments into Workday, the WSUTC Shipping and Receiving department maintains a database which includes received shipment information, e.g., date received, tracking number, receiving person, and/or department.
WSUTC Shipping and Receiving notifies departments by e-mail when packages arrive and are available for pickup.
At WSU Vancouver, the Mailroom department receives shipments from outside suppliers, completes receiving reports, and logs received shipments into Workday.
The Mailroom department usually delivers the merchandise to the requisitioning department.
Other Non-Pullman Locations
Shipping companies deliver merchandise directly to other non-Pullman units. As such, unit personnel are responsible for checking-in merchandise.
Non-Pullman units are to follow the procedures in the Workday Create Receipt reference guide to update the status of an item as being received.
Central Receiving and Delivery is available upon request to assist non-Pullman units with problem shipments.
Paying for Orders
Accounts Payable is authorized to pay an invoice when goods are received and recorded in Workday. In addition, the department must reconcile the goods purchased by procurement card in Workday. (BPPM 70.08).
Authorized department personnel must input receipt of goods information in order to ensure that invoices are paid. Note: The campus central receiving unit performs this action at WSU Tri-Cities and WSU Vancouver. (See WSU Tri-Cities and WSU Vancouver).
Accounts Payable matches the information in Workday with the supplier’s invoice.
Accounts Payable attempts to take advantage of all incentives offered by suppliers for prompt payment.
If only part of an order is received, Accounts Payable pays for items actually received only.
Campus Central Receiving Units
The campus central receiving unit checks incoming shipments for the number of packages indicated on the freight bill.
If it is obvious to campus central receiving unit that a shipment is damaged, central receiving personnel notify the carrier and make the appropriate claims. Immediate action is necessary to comply with the time limits set by carriers for filing damage claims. The campus receiving department must be notified of damage within five working days of receipt of purchased goods in order for damage claims to be processed in a timely fashion.
If the damage is not discovered until after delivery to the requisitioning department, the department must notify the campus central receiving unit within five working days of receiving the merchandise. The department is to preserve all portions of the container and wrappings, which are inspected by the delivery carrier before the claim is filed.
The central receiving unit makes every effort to inspect incoming shipments for damage, however, hidden damage is the financial responsibility of the receiving unit. Timely inspection and receipt of goods into Workday is essential.
Receiving Shipments Through the Central Receiving Department
Upon receipt through the campus central receiving unit, the requisitioning department is to immediately check all merchandise. The department verifies that the merchandise meets the specifications of the order and has not been damaged in shipment. If the merchandise is acceptable, a departmental representative creates a receipt for goods in Workday. Verifying the receipt of the merchandise indicates to the central receiving unit and Accounts Payable that the shipment was received in good condition. See the Workday Create Receipt reference guide for instructions.
Department Purchase Order / Department Requisition Purchases
For items purchased with requisitions in Workday, department personnel record the receipt of order information in Workday. See the Workday Create Receipt reference guide.
All department personnel have Workday access to create a receipt of goods or service.
Procurement Card Purchases
The cardholder is responsible for inspecting the shipment. See BPPM 70.08 for information regarding disputes/discrepancies. See BPPM 70.08 and Damage below for information regarding damaged shipments and returning merchandise.
If the packing list indicates a partial shipment, indicate the items received in Workday. Workday automatically creates a back order. The supplier is paid only for items received.
If the packing list indicates a missing item was shipped, the department is to indicate in Workday what was actually received and what item the supplier indicates as shipped.
The department corresponds with the supplier to correct the discrepancy.
Do not throw anything away. Save the outer box with the shipping label (especially UPS tags) and the inner packing material, then complete the following steps:
- On the packing list, star the damaged item(s), indicate the damage, and the action being taken.
- Contact the supplier to report the damage and request a Return of Merchandise Authorization (RMA) number.
- Complete a Request for Shipment of Merchandise form (BPPM 80.15). Enter the RMA number on the form where indicated.
- Put the original or a copy of the packing list with the Request for Shipment of Merchandise and the damaged items. Contact the campus central receiving unit for pickup.
Indicate in Workday which items were received and whether any items are defective or wrong. Indicate whether replacement or cancellation of the order is desired, then complete the following steps:
- Prepare any wrong items for shipping and fill out a Request for Shipment of Merchandise form (BPPM 80.15).
- Put the mail-ready merchandise, a copy of the packing list, and the Request for Shipment of Merchandise form together and contact the campus central receiving unit for pickup.
- Correspond with the supplier regarding replacement.
An overage is the shipment of more items than requested by the department.
If the packing list indicates an overage, indicate in Workday whether the overage is to be retained, then complete the following steps:
- If the overage is not to be retained, prepare the excess items for shipment and complete a Request for Shipment of Merchandise form (BPPM 80.15).
- Put a copy of the packing list, the Request for Shipment of Merchandise form, and the mail-ready overage together.
- Contact the campus central receiving unit for pickup.
The department corresponds with the supplier regarding return of the material.
If the packing list does not indicate the overage, indicate in Workday whether the overage is to be retained. If the overage is not to be retained, prepare the shipment as described under Wrong or Defective Merchandise.
If the overage is to be retained, indicate this in Workday.
The department contacts the supplier to request invoicing.
The campus central receiving unit assists departments with problems upon request.
Sometimes a shipping company delivers items directly to a department or department personnel pick up items from a supplier.
The department must promptly report receiving any orders sent directly to or picked up by the department. The department promptly indicates receipt of the items in Workday.
Departmental Requisition Purchases
If the merchandise is originally purchased through Purchasing with a regular department purchasing requisition in Workday enter the Purchase Order number onto the supplier’s invoice. A departmental representative signs the invoice indicating receipt of the merchandise. The department routes the invoice directly to Accounts Payable for payment.
WSU Tri-Cities departments notify the Shipping and Receiving department by e-mail to: firstname.lastname@example.org.
Department personnel or the campus central receiving unit record the information regarding receipt of merchandise in Workday. (See WSU Tri-Cities.)
Supplier Contract Purchases
If the merchandise is originally purchased from an off-campus supplier using a Supplier Contract (see BPPM 70.19), enter the Supplier Contract number and the appropriate WSU account coding on the supplier’s invoice.
Procurement Card Purchases
Follow receiving procedures in BPPM 70.08 when using a department procurement card to purchase from a non-University supplier.
Department PUrchase Order Purchases
Follow receiving procedures in the Workday Create and Change Purchase Order reference guide when using a department purchasing order to purchase from a non-University supplier.
Confirming Requisition Purchases
Complete a confirming requisition to receive and pay for items not originally purchased using other standard purchasing procedures (see BPPM 70.20).
Revisions: January 2021 (Rev. 560); May 2010 (Rev. 359); July 2008 (Rev. 325); Feb. 2000 (Rev. 155); Jan. 1992 (Rev. 88); Sept. 1984 (Rev. 57).