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  • 1.  PO ROG Based Off Invoice

    Posted 05-30-2019 11:01
    I have a customer who processes some large shipments in purchase order.
    They say their workflow is: 

    1. Place order
    2. The invoice is received and paid
    3.. 1 to 3 months later the shipment is received

    What they'd like to do is when the goods are received have them received based on the already posted po/ invoice -- so the workflow would be instead of entering the PO # they enter in the already received invoice plus the PO and the system prompts do you want to receive the goods that were previously invoiced.

    Am I overlooking a feature in Sage that would allow this or has anyone done something similar with a third party? They presently use ScanForce for WMS.

     ​

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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 2.  RE: PO ROG Based Off Invoice

    Posted 05-30-2019 18:04
    Write a script that is triggered based on a UDF in ROG.  Script would complete received field based on ROI posting.  This assumes that there would no be multiple ROG against that PO though.

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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  • 3.  RE: PO ROG Based Off Invoice

    Posted 05-30-2019 18:10
    I was thinking the same thing a Jeff.  PO lines have quantity invoiced and received.  As long as you don't have to consider multiple in transit ROI, an ROG line script should be able to set quantity received to be whatever was invoiced (but not previously received).
    You might also be able to set up a VI job to import the RoG from invoice history... if a run-time import parameter could be used within the Select filter... but you'd have to be careful with PO line key.

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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    Original Message


  • 4.  RE: PO ROG Based Off Invoice

    Posted 05-30-2019 18:42
    I sense this is one of those projects that could lead down a long road as the customer determines more exceptions that need to be accounted for.

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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 5.  RE: PO ROG Based Off Invoice

    Posted 05-30-2019 20:05
    Good thought on the snake pit.  It would take some communication between all parties involved to not make the purchases clearing a cluster.  Why don't they want to treat the invoice as a deposit reflected on the PO and deal with the issues during ROG?  People want simple but simple is hard!

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------

    Original Message


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