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1 How to apply a supplier credit note against a PO on a job that is final invoiced

Issue/Requirement: How to apply credit note against PO on job that is final invoicedSolution: Add a new phase to re-open the job. Create a negative value purchase order to balance the amount of the supplier credit. Match your credit note in the PIR (purchase…

2 How to cancel a purchase order

Issue: Can a Purchase Order that was raised in error or never went ahead be cancelled? Resolution: You can cancel a PO if it has not been matched to a purchase invoice or sales invoice and as long as the final invoice received box has not been checked on…

3 How to process a supplier credit

Issue: A supplier has sent in a credit note to correct an invoice that was sent in with the wrong amount Resolution: Credit notes should always be added first, this adjusts the amount available on the PO which will allow the invoice to match. Go to the following…

4 How to write off a PO

Issue/Requirement: Need to write off a PO Symptoms: Lots of unused POs remain after jobs have been closed or written off. Solution: Open the Purchase Invoice list. Click the New button and select 'New Write off'. Select your client, and click the 'Allocate'…

5 PO has an outstanding balance on which you know you will never receive a final supplier invoice.

Issue/Requirement: You have part allocated a purchase invoice against a purchase order, then realise that you will never receive a further invoice to allocate as a final purchase invoice. Solution: You will need to write off the remaining amount on the PO:…

6 Purchase Invoice not showing to be batched/in batch

Issue: A Purchase Invoice is not showing in a batch, or none is waiting to be batched Cause: It could be either of the following: The Purchase Invoice has not been posted: Go back to the Purchase Invoice section Double click on the Purchase Invoice Under…

7 Re-assign a purchase invoice that has previously been assigned to the wrong purchase order or supplier.

Issue/Requirement: How can I re-assign a purchase invoice that has previously been assigned to the wrong purchase order? The PI may have been posted already. The purchase may have been marked as from the wrong supplier. Solution: Purchase invoice has not…

8 When does the exchange rate take effect

Issue/Requirement: A job has been ongoing for several months during which the exchange rates have changed. When does the exchange rate take effect Solution: The job depicts the selling currency and rate (these can be overridden on sales invoicing). The job…

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