Hello, my company wants to do what they call a two-way match for blanket PO lines for services. Right now the buyer or AP has to contact shipping to receive in a monthly PO line for a number of services. I saw this post-
Service PO - 2way match | IFS Community but I don’t understand how you can avoid receipts-how does the PO line/PO close?
I’ve been testing out the option to have AP do the receipt themselves from the manual supplier invoice. Has anyone else tried this out?
- Change supplier to PO Ref Only on the supplier matching tab (currently set to PO reference and receipt reference).
- Go to manual supplier invoice and create new. Enter in PO, invoice number
- In the line section, right-click and select Copy Unreceived PO lines. Delete any rows that are not needed.
- PO quantity will be displayed on the line-change if necessary. The invoice will be in Preliminary status.
- Enter the Gross Amount or Net Amount for the Invoice if this differs from the default and save.
- Select one or more lines, right-mouse and select Receive Order.
- The Receive dialog box opens. You can also modify some data on the receipt line.
- Confirm by clicking OK. PO line is closed, receipt status is received, invoice is PrelPosted.
- Match PO receipt.
Does the above look correct?