Invoiced RO before Received PO
Invoiced RO before Received PO
Does anyone know how to tie the inventory part back to an RO that has already been invoiced? As you may know after a part has been invoiced and the PO is then received in, it causes an artificial inventory level. I really need to know if anyone knows how to tie the part back to the invoice. I do not care if I have to un-post the ticket, if there is anyway to tie it back after the fact. Thanks for anyone's help in advance.
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ricmorin
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Re: Invoiced RO before Received PO
Not sure, but you would at least have to unpost the invoice and the recieve the parts. Unfortunately the invoice process forces you to confirm all parts which *might* stall the process. The only way is try it and see. The worse that can happen is you'll need to make a manual inventory correction for that part(s).
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
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timbre4
- System Guru / Moderator
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- Location: TN - Volunteer State
Re: Invoiced RO before Received PO
Welcome to the forum and thanks for the question.
This situation is preventable by using the PO Receive parts process before closing out the invoice. When the parts arrive, go to Open POs, click Receive All, there is a box that says Receive parts to ROs wherever possible. When the part is received (seen by Manager) it turns green. Close the PO, finish the work and post the Invoice.
If it is a stocking part and you post the invoice without the steps above you have no association between the part and the order it was supposed to be used on.
This situation is preventable by using the PO Receive parts process before closing out the invoice. When the parts arrive, go to Open POs, click Receive All, there is a box that says Receive parts to ROs wherever possible. When the part is received (seen by Manager) it turns green. Close the PO, finish the work and post the Invoice.
If it is a stocking part and you post the invoice without the steps above you have no association between the part and the order it was supposed to be used on.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Re: Invoiced RO before Received PO
If all you did was convert to invoice you can still receive the part. First this is to go to the order, double click the part and the uncheck the confirm box. When you do that and click done it will convert it back to an RO. The you should be able to receive the part straight to the order. Just make sure the manufacturer code and the part numbers match up and the part will to the order. If that doesnt work or I am not understanding your question just let me know. There are so many different little things with this inventory and parts received process that I could just rant and rant.
As long as the order wasnt processed and put in history you can get it done the way you want. I wasnt all the way clear on what you needed so if this doesnt help just let me know or if there are any other tips you want for PO's and RO's I can help. Especially when it comes to those parts that just simply refuse to get received to an order.
As long as the order wasnt processed and put in history you can get it done the way you want. I wasnt all the way clear on what you needed so if this doesnt help just let me know or if there are any other tips you want for PO's and RO's I can help. Especially when it comes to those parts that just simply refuse to get received to an order.