A dependable ERP system is invaluable for any business looking to track and evaluate sales performance. In this blog, Acumatica users can gain key insights on validating the lines of AP bills against POs in Acumatica.
The users can validate such orders to ensure no differences between the original amount/ quantities and the billed ones as agreed upon by the vendor/supplier (& approved by the approver).
To implement the validation feature in Acumatica, the below-mentioned steps can be followed:
- Open the Purchase Orders Preferences (PO101000) form from the Purchases main menu and head towards the “Three-Way Match Validation Section.”
2. The Bill Against Commitments drop-down indicates two options: whether the user wants to set the validation of AP bills against the POs or not.
No Validation means that the system would not check for any differences between the amounts & quantities of both AP bills & the POs created.
Validate with Warning: the system would check for any differences between the amounts & quantities of both AP bills & the POs created to validate and select “Valid.
Add a new record to the Purchase Orders (PO3010PL) form. Select the vendor, add the items, and enter the qty & unit cost (if required). Save the document & remove it from Hold.
4. Click “Enter PO Receipt.” Save the document and Release.
Click “Enter AP Bill.” Save the document.
Now, each line of the AP bills of the Document Details tab will validate the Unit Cost, Quantity, and Amount against the Unit Cost, Quantity, and amount of the created Purchase order. If any differences are found, it would throw the below-mentioned warning.
- This can be the scenario when the vendor has provided a different price and/or quantity of the item from that of the Purchase Order and when any value in the columns of the validated AP bill line is greater than that of the Purchase Order.
Hence, if the users find such warnings helpful, they can implement the validation feature in Acumatica with the help of the above
steps. Hence, if the users find such warnings helpful, they can implement the validation feature in Acumatica with the help of the steps mentioned above.
This blog explains how to Validate the lines of AP bills against POs in Acumatica. For an immersive Acumatica customization and implementation consultation, please mail us at info@germinit.com
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