Purchase Order Invoice Match Product Receipt

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Posted on by Patrick van Oppen

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Using the "Match Product Receipt' option within the Purchase Order Invoicing step, we can select per individual item which qy (based upon the receipt document id) to include in the given invoice. However, if you have many products spread over multiple receipts on the same PO, this per item selection process is time consuming. Is it possible to select the multiple items and their qty in one step based upon the receipt document id? Thus with one selection click you obtain the needed items and their qty to be invoiced.

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André Arnaud de Cal... 301,020 Super User 2025 Season 2 on at

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Hi PvO be,

Can you tell how you currently enter your invoice details? Are you using the invoice register and approval journals or are you posting the invoice directly?

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Patrick van Oppen 427 on at

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Hi André,

We post the vendor invoice directly, no matching, no registration and no approval processes.

Thanks,

Patrick

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Satish Panwar 14,671 Moderator on at

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Hi PvO,

Here are couple of options that can help you achieve this:

1. If you are looking to do invoice for all product receipts, on the invoice form, there is field "Default from", select "Product receipt quantity".

2. If you are looking to do invoice for a specific receipt id, on match receipts form, select the row from 2nd grid on the form. The form works differently, on first grid you see lines, 2nd grid you see header.

If this is not something that help answer your question, please try to add more details to this thread so we can review and try to help you out.

Thanks,

Satish Panwar

Please take time to click 'Yes' against the answers that help you guide in right direction to help other community members.

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Patrick van Oppen 427 on at

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Hi Satish,

If I understand you correctly, option 2 is what I defined as being a time consuming task because the user needs to select the receipt id in grid 2 for every received item listed in grid 1.

I have found a process that seems to do what I was looking for, but it is in an unexpected place...

AP > Common > Vendor invoices > Pending vendor invoices

Vendor invoice > New > From product receipt

Filter listing for Product receipt id (or first Purchase order and then Product receipt id) in the top grid

Mark the Include option for the needed line in the top grid

Notice that all items and received quantities in the bottom grid will now be include with this single receipt selection

Click OK

Click Vendor invoice > Maintain > Edit

Process invoice as you normally would do.

I still have to further review this process and present it to the users, but I believe this is what we have been looking for.

Thanks for the help,

Patrick

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André Arnaud de Cal... 301,020 Super User 2025 Season 2 on at

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Hi Patrick,

This last option which you mention, would probably be indeed your best option in the standard application.

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Patrick van Oppen 427 on at

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André,

The users have accepted the "AP > Common > Vendor invoices > Pending vendor invoices" and then "Vendor invoice > New > From product receipt" option as a viable solution to improve the PO invoicing process.

Regards,

Patrick

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