RE: Bill/Bill Payment Associated with Incorrect PO
We have an instance of a bill and bill payment being erroneously applied to the incorrect PO.
End user would like to apply the bill/bill payment to the correct PO and then apply the new vendor invoice to the original, currently fully-paid PO.
What is the best path forward? JE , credit, or something else?
you should be using the receiving option (items need to be receivable) – then bill the PO after receipt, instead of creating bill directly – PO record does have bill buttons by default. Seems like you guys are creating the bill separately instead of the standard method. PO > Receive >item receipt then use the bill function on PO record. Other option use the bill option directly from PO by passing receive (in case of expense line in PO). This will create all the needed references between transactions
That doesn’t really solve the immediate issue.
Your method is how we currently process. The bill is created from the PO after receipt. In this case, it was human error (aka not paying attention). There’s really not a lot to do about that. People make clerical errors or click on the wrong thing.
I appreciate the answer, though!
