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2 Way Match on Purchase Orders in F@O

  • 1.  2 Way Match on Purchase Orders in F@O

    Posted 19 days ago
    HI:

    We have implemented a 2 way match process in F@O and we want to see how others handle partial receipts.

    For example we up up a Blanket PO for 5,000 with a qty of 1.  We do not know what the invoice will, be each time and we do not put in a specific qtr rate on the Purchase Order.

    We find we cannot do a 2 way match for qty 1 and $2,500 as F@O will not allow the partial receipt unless we use a qty of .5. (point 5)

    Doing this makes it confusing for reporting and is not an ideal way to do partial receipts.  We would like to receive it as Qty of one for $2,500​ for the 1st receipt  and allow the PO to be received again for a qty of 1 for $750 for another receipt , and later on a qty of 1 for $175 for a 3rd receipt.

    Hope there is a simpler way to partial PO invoicing.

    Thanks

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    David Klubock
    Business Systems Analyst
    Park Place Technologies
    Marlborough MA
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    Conference-AXUG_200x200


  • 2.  RE: 2 Way Match on Purchase Orders in F@O

    Posted 19 days ago

    Hi David,

    We overcome this by creating the blanket PO with qty 5,000 instead, and $1.00 price. That way for partial receipt, you would just receive qty 2,500 at $1.00.

    Hope that helps,
    Beth



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    Beth Zapadka
    ERP Functional Expert
    Glentel Inc.
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    Conference-AXUG_200x200


  • 3.  RE: 2 Way Match on Purchase Orders in F@O

    Posted 17 days ago
    David,

    You are not alone in this issue. And Beth had the right idea on the change. But let me take it one step further.

    If you do it the way Beth showed above you have to force qty to allow decimals and there might be other times where you dont want decimals on an each.

    I would recommend you use the unit of measure of "Dollars"/"$" because that way you can use decimals without messing up other items you might want to receive as eaches and then someone accidentally puts in decimals/ .64 for something that should never be a percentage of an each.

    In summary... Use unit of measure of dollars and since these are blankets you could always put in the notes what the qty you actually got was... just as a reference.

    Regards,

    Chad

    ------------------------------
    Chad Carnes
    Director of Consulting and Solutions
    EmpowerAX
    McKinney TX
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    Conference-AXUG_200x200


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