Working as AP: No rights to create POs, but rights to modify PO?

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Posted on by APane

Hello

I recently transferred to a company that uses Nav 2016 which is a new ERP for me. I have a practical question:

I work as AP in the company. User in organization will create and receive POs. I will receive invoice phsyically and post the corresponding PO.

Often the invoice amount differs slightly from the Direct Unit Cost on the PO. Right now I will use a lot of time to contact user and get them to change the Direct Unit Cost even though the difference is very small.

I will never get access to modify PO freely.

I was wondering if there is there a functionality in Nav, that would enable my role to modify the Direct Unit Cost within a threshold. For example in my previous ERP, I could modify up to 5 %.

So if user set Direct Unit Cost on the PO to 100.00 USD, but invoice amount is 105.00 USD, I would like to be able to re-open the PO, modify the Direct Unit Cost to 105.00 USD and release PO.

Please let me know if something is unclear.

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azelaya59 2,807 on at

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RE: Working as AP: No rights to create POs, but rights to modify PO?

The "Application" functionality is for both Payment and Receivable sides. Try it out in your test environment. If it does not satisfy the requirement, then a customization will need to be done.
APane 7 on at

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RE: Working as AP: No rights to create POs, but rights to modify PO?

Thank you for your answer.

I believe the payment tolerance functionality is only applicable on in-going payments from customers.

I am working with out-going payments to our vendors.
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azelaya59 2,807 on at

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RE: Working as AP: No rights to create POs, but rights to modify PO?

Hello

First you acknowledge where the the payment tolerance will be applied.

1) Go to Gen. Product Posting > Setup and populate which G/L account(s) will receive the Payment Tolerance:

2) Go to the General Ledger Setup and populate the "Application" Fast Tab:

3) Go to the "Ribbon" and click on the "Actions" Tab. Pick "Change Payment Tolerance"

4) Identify if you will use a percentage or a static value:

5) Hit "OK" and the percentage or value will be passed to the "Application Fast Tab":

I hope this answers your question.
nmaenpaa 101,158 Moderator on at

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RE: Working as AP: No rights to create POs, but rights to modify PO?

Hi,

you ended up in the Dynamics 365 for Finance and Operations forum. Let me move your question to the Nav forum.