The Line Item Receiving document in the Kuali Financial System (KFS) is used to record the quantity of items received on a KFS Purchase Order.

When Is It Required?

The KFS Line Item Receiving document is required when a KFS Purchase Order was created, and you are:

• Receiving a capital asset, OR
• Receiving a quantity-based order when the order total exceeds $10,000, OR
• The optional Require Receiving checkbox was selected when the associated KFS Requisition was created.

The Line Item Receiving document can (optionally) be completed, even if one of the elements above is not applicable.

When Can It Not Be Completed?

The Line Item Receiving document cannot be completed for non-quantity orders/line items.

Payment Request Document Cannot be Processed Until Line Item Receiving Document Completed

The Line Item Receiving document is optional in many cases, but, when required, must be completed before the Fiscal Officer can approve the corresponding Payment Request document.  When the Fiscal Officer attempts to approve the Payment Request document, they will receive an error message indicating that the Line Item Receiving document must be completed first.

Instructions

Refer to the Line Item Receiving document help for specific instructions on using the document.

Any employee (KFS user or non-KFS user) can create the Line Item Receiving document in KFS; it does not need to be completed by the person who created the initial Requisition.   The best practice is that it be completed by the individual who physically receives the item(s) and can properly confirm receipt of goods.