wrong supplier selected from Intray-cant change

[LCrowhurst]

Hi

i created a bill from the intray. its pulled up the wrong acocunt (it sohuld be Telstra TSuite not telstra Accounts Payable...it wont let me change it

in the old MYOB I could change the name...not in this one  

also please see screenshot below.  its overlapping...

[LCrowhurst]

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@LCrowhurst wrote:

Hi

i created a bill from the intray. its pulled up the wrong acocunt (it sohuld be Telstra TSuite not telstra Accounts Payable...it wont let me change it

in the old MYOB I could change the name...not in this one @CloverQ 

also please see screenshot below.  its overlapping...

@

[LCrowhurst]

@SamaraM  Maybe you can help with this issue??

[Steven_M]

Hi @LCrowhurst 

When a document is uploaded to the In Tray the system will attempt to scan the ABN listed on the document. This is then matched up with the list of suppliers' ABNs in your system to determine the selected Supplier for that transaction. So, if you are finding that the supplier is incorrectly being selected then do ensure that you have the appropriate ABN listed on that supplier's contact record.

In terms of your query relating to changing the supplier once it has been selected, prior to saving the transaction you can make changes to the transaction. As soon as you select the Save button that supplier is locked into the transaction. Should the incorrect supplier be listed, it would be a matter of unlinking the document (if required) and then deleting the Bill before restarting that create bill process. 

[LCrowhurst]

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well I have a supplier whos card is in the INACTIVE list yet it keeps pulling up that supplier and then when its saved it wont let me change it to the correct one (this supplier has two shops-one is inactive),,,,

to get around this i have to save and duplucate ...in the old MYOB it let me change it...not this new MYOB

In the old mYOB this wasnt necessary....I could just change it...as soon as the save button is pressed you cant change it...VERY FUSTRATING it never locked it....

also when are you going to stop the duplucating of bill numbers? the old system didnt allow me to use the SAME BILL NUMBER....

[Steven_M]

Hi @LCrowhurst 

If one of the cards is inactive then my recommendation would be to remove the ABN listed for that supplier record. You could store a copy of it if needed in the More Information>>Notes field. This way when the In Tray document is read the system can read the ABN from the document and match it up with the active supplier card which has that ABN listed.

[LCrowhurst]

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maybe it shouldnt pull that card up as its INACTIVE!! 

it shouldnt pull inactive CARDS!!

[LCrowhurst]

also when are you going to stop the duplicating of bill numbers? the old system didnt allow me to use the SAME BILL NUMBER....Ive wasted over an hour trying to remove the duplicate bill numbers