Sage 100

Has anyone done anything with scripting to prevent a PO Invoice from being received if the quantity of any given item being received on invoice is greater than the quantity already received? The bigger issue for this client is that ROI's are being processed before ROGs and nothing is preventing them from doing so.

I think it's OK to process ROI before ROG, but I'd probably want to put them on hold. Users shouldn't hold bills just because they're being received out of order.

I respectfully disagree @MarkKotyla . It really can be a problem to receive the invoice before the goods. They need to be sure that the quantity they are being invoiced for matches the quantity of goods having been received. In this age of electronic sending of invoices, I can see how the invoice might beat the physical receipt of goods, but it would be helpful to have an option to prevent/alert the quantity on invoice being received greater than the quantity of goods received.

Don't you bundle these all up together (ie -- PO - ROG - ROI). I've had customers where they try to have the warehouse folks process ROG and there have been issues mostly that warehouse people tend to be very transient, their first talent is not computers and they have different priorities than the finance people. So in higher volumes I've seen where the paperwork bundles together until all the pieces are there and then one person does the PO entries. Certainly modifications are made for situations where ROI / ROG absolutely has to be made in near real time.

We've taught most of our distributors to enter invoices when received and instead make heavy use of the Purchases Clearing Report. This gives them insight into discrepancies between receiving and invoicing without the need to ""hold"" invoices or receipts. @MarkKotyla I like the idea of placing them on hold - I'll probably steal that!

@JaneScanlan To me, they're just recording an invoice and placing it on hold pending reconciliation with ROG. I may even create a Hold Reason UDF or some comment field to describe why it's on hold... but I'd want it in the system so it's visible. I can't act on pieces of paper sitting on people's desks, but I can create a report or lookup showing invoices without ROG.