Good morning everyone,
I wanted to describe a situation that we are having with Purchasing / accounting and see if anyone else has run into this challenge and if anyone has an approach for addressing it.
Imagine we place a purchase order with a supplier and it gets confirmed.
So it is at a Status 35…
This may be a long lead time item so we don’t have any expectation of receiving the material for five or six months.
In the meantime the supplier sends us an invoice.
And accounting in an effort to keep up with their workload put in what they call “a pre-invoice”
But when Accounting does that, it drives the purchase order to Status 80. And from that point forward the purchasing team can’t update anything in the record… Say if delivery dates change, etc.
So here is the million dollar question…
So what does the accounting team have to do differently in order to keep their workload at bay by entering these invoices when they get them, but at the same time keeping these PO lines from going to status 80?
Thanks!
Steve
