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vancouverannie

Expert member
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Posts: 30
Reply with quote  #1 
When users are in cockpit they use the "propose document item from PO" to select the appropriate (matching) service entry, the field "Delivery note" gets populate and from here the A/P staff can select the correct item to be paid.  Issue is that sometimes the entries in "Delivery note" get truncated...making it difficult to know if they are selecting the correct item.  Once you click on a few things, often the full entry "pops" in... weird right?  any thoughts?
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nicothebee

Senior Expert Member
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Posts: 110
Reply with quote  #2 
Hello,

I'm not sure I understand your situation. Do you mean that PD-AP does truncate the delivery note?
Would you have any screenshot?

Best regards,

Nicolás
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Ignacio

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Posts: 59
Reply with quote  #3 
Hi.

What exactly do you mean by "the full entry pops in"?

We had a similar issue a couple of weeks ago, I'll explain it to you just in case it may help:

We had three delivery notes, say:

1.- Delivery Note X - 10 Kg - 10 GBP
2.- Delivery Note Y - 20 Kg - 20 GBP
3.- Delivery Note Z - 30 Kg - 30 GBP

When selecting any of  the delivery notes (X, Y or Z), cockpit was bringing one item for 60 Kg with a value of 60 GBP.

After reviewing the whole process we discovered that the problem was a flag in the PO: "GR-Based Invoice Verification". This may be the flag that can fix your problem if this is your case.

Hope this can help you or others.

Kind Regards.
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nicothebee

Senior Expert Member
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Posts: 110
Reply with quote  #4 
Hello Ignacio,

The flag you are referring to is very important.
If you tick the flag, then:
- to post the invoice, you need to specify PO and PO item, but also the good entry references (Material document, Material document exercise, Material document item)
- you cannot post the invoice if there is no good entry at all for this PO item
- the item will be different and propose one invoice item per good entry -> several INVOICE items if you have several good entries for the same PO item; no invoice item at all if you have no good entry for the PO
- the pivot item to define the quantity discrepancy will be [PO, PO item, Material document, Material document exercise, Material document item]
- the PD-AP drag-and-drop matching functionality will not work properly
- the quantity discrepancies will be easier to understand for the workflow recipient: if the flag is not ticked, the discrepancy is based on all the good entries and all the invoices related to the PO item; and the workflow recipient (with the web interface) can only display the current invoice...

The PD-AP configuration guide for version 7.5 clarifies a bit the behavior (page 24 and next).

Best regards,

Nicolás
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vancouverannie

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Posts: 30
Reply with quote  #5 
We run SAP with ReadSoft, turns out a note fixes the issue.  Specifically note 2346126.[smile]
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