Creating Voucher when PO is Zero

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1

We have some POs that were created with zero value, due to the amount not being known at the time of placing the order. The receipt is also then at zero value.

How should this be handled when then receiving the invoice and creating a voucher? Should the PO be reopened and updated with the invoiced amount? How does this affect the receipt then as it cannot be changed? Should we just then add a split on the voucher and enter the amount there?

Thanks.

2

@DennisG01

If the inventory for those receipts hasn’t been consumed you can cancel them and rereceive. If the cost is different on the receipt it won’t translate to the voucher unfortunately. It may be best to not receive unless you have the cost which is how these are usually handled. When do you normally receive the cost for POs?

Thanks,

Cetec ERP Support

3

The cost for the PO is only known when the invoice is received, which can be 3 weeks later.

4

@DennisG01

When you receive the invoice you can go in and edit the PO cost by clicking on the edit tab. You can also enter the cost on the receiving screen when you receive the part if there isn’t a cost associated. Do you usually get the invoice before you receive it?

Thanks,

Cetec ERP Support

5

Thanks for your response. No, we usually receive the invoice long after we have received the goods. We cannot wait to receipt it but then the AP gets messed up when we create the voucher later.

6

@DennisG01

I am going to escalate this internally to figure out the best practice for you here and get back to you.

Thanks,

Cetec ERP Support

7

Hi @DennisG01

We’ve written up a best practices document to help guide you through this situation, please see here:

If you can give that a read through and let us know if you have any questions about how to proceed.

Thanks!

8

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