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Receiving goods that will not be invoiced

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Posted on by Community member 5
Presently, we receive a product from our customers that is integral to our manufacturing operations. Since we don't make any payments for this material, no invoices are generated. However, we track the inventory of this item to assist in production planning and reorder processes. When we receive the material into our warehouse, we adhere to a standardized procedure using purchase orders to ensure consistency.
Despite following the same registration process for material entry into the system, the registered material remains in a state of /registered not invoiced./ Is there a mechanism to facilitate an automatic progression through this stage without resorting to the creation of a fictitious invoice and payment to close the purchase order?
Categories:
Financial Management
Administration and Setup
Documentation
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,246 Super User 2024 Season 2 on at
    Receiving goods that will not be invoiced
    Hi Chris,
     
    Like mentioned below, you would need to post an invoice when using purchase orders. This will financially close the PO and the inventory transaction for the receipt. In case the goods don't need to get a cost price, you can have a zero price and automatically post these invoices via a batch framework.
    If the items would need a cost price, there are various options. With standard costing, you can still have a zero unit price for the items. In case of any other inventory costing method, you can have negative charges or a cash payment option on the terms of payment.
     
    The inventory journal as mentioned by Billur is also an option.
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 3,811 Super User 2024 Season 2 on at
    Receiving goods that will not be invoiced
    I second Billur's suggestion - post a $0 invoice against the receipt.  This provides a good, complete audit trail also.
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 13,600 Super User 2024 Season 2 on at
    Receiving goods that will not be invoiced
    Or not use Po but inventory journals. 
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 13,600 Super User 2024 Season 2 on at
    Receiving goods that will not be invoiced
    Hi,
     
    Why not you create an invoice with zero price? 

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