Forum Discussion

eftl's avatar
eftl
Experienced User
2 years ago

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

  • Hi eftl,
     
    Thank you for your post and welcome here to the Community Forum. We apologize for not responding to you sooner. We regret that you are facing issues with linking purchase order to supplier invoice that includes original PO number and auto populates the invoice number from the pdf, and we are grateful for your effort for the steps you've provided. 
     
    In this matter, you may manually change the numbers for now, or you may convert order to bill, but before you press the record button, you would need to change the first character to a letter of the invoice number before recording it. Also, the steps you have provided are the only uncomplicated way you can change purchase order to an invoice and link the PDF to supplier invoice.  
     
    If you would like a change to be brought to this preference, I would encourage you to please take a moment to post on the AccountRight Ideas Exchange board for consideration. Thank you for your understanding and continued support. 
     


    Please don't hesitate to post again if you need help in the future. 
     
    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information. 
     
    Cheers, 
    Leneth

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