Freight/discounts on PO

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Purchasing enters freight and discount amounts on the PO. When AP enters the invoice, they have to re-enter the freight and discount amounts - how do you get the amounts entered from the PO to appear when the AP invoice is entered? (This is in GP 2013 - we cannot get this to work as we thought)

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Richard Whaley 25,195 on at

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Well, as for freight, most often the amount on the PO is an estimate. GP did not carry this forward as (a) it might change, (b) partial deliveries need how much of the original freight?? (c) accurate numbers are important.

As for the discounts, again, if the discount is based on selected items and only part of the PO is shipped, how muc of the discount SHOULD appear on the invoice?

As a friend once told me, MS has not yet developed the Mind Reading Module, but you can bet they are working on it!

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Community Member on at

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thanks for your funny mind reading comment, Richard. BUT - I am trying to find out, if the freight and discount amounts are entered at PO entry, why don't these amounts carry over to AP invoice entry? Does anyone know why GP 2013 doesn't do this? Will it ever? (Yes - I do understand that these amounts could change.....)

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Victoria Yudin 22,769 on at

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Deanne,

As Richard says, GP does not do this. This is nothing new in GP 2013, it has always been the case. If you want GP to work this way, you would need a customization.

I personally would prefer this to be an optional setting on the POP module setup. There are some companies that always receive the entire PO and do know the discount, freight, etc. upfront when placing the PO. For them it would be nice to have a setting that would force these to automatically come over from the PO to the receipt/invoice. If you think this is important, you can create a suggestion for this to be considered for future versions of GP: connect.microsoft.com/.../program3314 (if you do, please post a link here so we can vote on it).

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Richard Wheeler 75,850 Moderator on at

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I too, would vote for this change. I never understood why you are allowed to enter frieght and discount amounts but these values just vanish and are never used again. I would think this would be a farily simple customization to create. You could have the PO Sipment/Invoice or Invoice Match screens have a little pop up appear with these two values and a prompt saying do you want to carry forward these values.

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