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  • 1.  #6 Sage Dev Doc for Review PO Receipt of Invoice History

    Posted 04-02-2020 14:43
      |   view attached
    Please review and comment, thank you.

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    Moira Goggin
    Executive Director
    90 Minds, Inc.
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    Attachment(s)



  • 2.  RE: #6 Sage Dev Doc for Review PO Receipt of Invoice History

    Posted 04-02-2020 14:51
    I love it but don't get why the drill down (excellent idea, BTW) goes to PO ROG for the ROG and back to AP Invc Hist for the ROI drill down?  If the whole point is to add the invoice lines to the Receipt History, why not just drill down to the same file?  (And there is no more guarantee you will find it in AP than PO if they have purged AP history.)

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    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Beth Bowers
    269-445-1625
    ------------------------------



  • 3.  RE: #6 Sage Dev Doc for Review PO Receipt of Invoice History

    Posted 04-03-2020 08:29

    Hi Beth


    That is now how I read it - it seems they will be storing it and displaying it from PO, but during conversion they will load what the can from A/P ?

    We should get clarification if necessary.

    Jeff



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    Jeff Fiddelman
    Exeplex, LLC
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  • 4.  RE: #6 Sage Dev Doc for Review PO Receipt of Invoice History

    Posted 04-03-2020 08:37
    • Drill down functionality to PO Receipt History Inquiry will be enabled when the LastReceiptDate is not null.
    • Drill down functionality to AP Invoice History Inquiry will be enabled when the LastInvoiceDate is not null.


    ------------------------------
    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Beth Bowers
    269-445-1625
    ------------------------------



  • 5.  RE: #6 Sage Dev Doc for Review PO Receipt of Invoice History

    Posted 04-03-2020 08:46

    I see - lets get Sage to clarify this - good catch.

     



    ------Original Message------

    • Drill down functionality to PO Receipt History Inquiry will be enabled when the LastReceiptDate is not null.
    • Drill down functionality to AP Invoice History Inquiry will be enabled when the LastInvoiceDate is not null.


    ------------------------------
    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Beth Bowers
    269-445-1625
    ------------------------------


  • 6.  RE: #6 Sage Dev Doc for Review PO Receipt of Invoice History

    Posted 04-06-2020 11:49
    I'll send this over to Dev team for clarification.

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    Moira Goggin
    Executive Director
    90 Minds, Inc.
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  • 7.  RE: #6 Sage Dev Doc for Review PO Receipt of Invoice History

    Posted 04-06-2020 16:26
    This is the one I have been waiting for since 1996.  :)  It looks good.  If I am understanding their notes, the register for PO Receipt of Invoice without ROG in the new release will look like the PO Receipt of Invoice with ROG (does today), where all line details will be exposed.  Even if it is just a PO Receipt of Invoice.  I love that idea.  The drill down buttons on the last tab are a nice touch.

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    Madeline Stefanou
    RKL eSolutions, LLC
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  • 8.  RE: #6 Sage Dev Doc for Review PO Receipt of Invoice History

    Posted 05-05-2020 16:39
    Following up on our feedback to Sage, they've shared the following information:

    #6 PO Receipt of Invoice History

    1. I love it but don't get why the drill down (excellent idea, BTW) goes to PO ROG for the ROG and back to AP Invc Hist for the ROI drill down? If the whole point is to add the invoice lines to the Receipt History, why not just drill down to the same file? (And there is no more guarantee you will find it in AP than PO if they have purged AP history.)
    Both drill downs were included because both AP Invoice History Inquiry and PO Receipt History Inquiry may apply to a given PO. Currently the detail in history for a ROI can only be found in AP Invoice History Inquiry. With this enhancement it will be available in both AP Invoice History Inquiry and PO Receipt History Inquiry (assuming the options are properly set). But, as is current, the detail of a ROG will only be found in PO Receipt History Inquiry. Granted the 2 inquiries are mostly identical but it seemed appropriate to give access to both just in case there are subtle differences.

    2. We need clarification
    Drill down functionality to PO Receipt History Inquiry will be enabled when the LastReceiptDate is not null.
    A null date indicates a receipt of goods has not yet been updated to the PO and thus the drill down is only applicable / enabled when a last ROG update date has been updated to the PO.

    Drill down functionality to AP Invoice History Inquiry will be enabled when the LastInvoiceDate is not null. A null date indicates a receipt of invoice has not yet been updated to the PO and thus a drill down is only applicable / enabled when a last ROI update date has been updated to the PO.

    ------------------------------
    Moira Goggin
    Executive Director
    90 Minds, Inc.
    ------------------------------



  • 9.  RE: #6 Sage Dev Doc for Review PO Receipt of Invoice History

    Posted 05-05-2020 17:04
    That answer to 1 seems to be the opposite of what I was asking - why not both inquiries to the PO file since all will be in there now

    ------------------------------
    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Beth Bowers
    269-445-1625
    ------------------------------



  • 10.  RE: #6 Sage Dev Doc for Review PO Receipt of Invoice History

    Posted 05-06-2020 15:24

    I think I understand and agree with the approach.
    1.  The response seems to be correctly understanding the request.  ROG would only be available in a PO inquiry and ROI would be available in either AP or PO (based on settings).​

    2. Yes, if a null date for PO ROG, then no drill down.  Yes, if a null date for PO Receipt of Invoice Data, then no drill-down.



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    Madeline Stefanou
    RKL eSolutions, LLC
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