RE: Link pdf invoice from In-Tray to Purchase Order
Hi, I create a Purchase Order. When the pdf invoice arrives it is sent to the In-Tray. I seem then to have the choice of either:
- Changing the Purchase Order to an Invoice, and then link the pdf to the Supplier Invoice, in which case you retain the original PO number but have to populate all other details from the pdf invoice manually.
or,
- Create a Bill from the pdf invoice where it will automatically populate, but gives it a new PO number. You then have to manually change the PO number, and then go back to delete the original Purchase Order.
Am I missing something here? Is there a more seemless pathway from Purchase Order to Supplier Invoice which includes original PO number and auto populates the invoice number from the pdf?
Tracey
