Best practice for purchase order flow?
We are in the start of implementing purchase orders in our environment. Right now we receive bills and we would like to match these to already created POs. The data for the POs comes from another system and is uploaded prior to us receiving the bill from the supplier.
Now, this would be a pretty large flow, so billing every PO manually would be very time consuming. Is there a way as most systems do it where you receive a bill, and add the PO number on the vendor bill form? Or what is the normal procedure for matching a bill with a PO?
Can anyone describe how you are working with POs for some inspiration?
You can specify the PO that a Vendor Bill is associated with when it’s imported. For example via CSV you can specify the ‘Vendor Bill: Purchase Order’ field and it will associate the created bill to that PO. If you have the data already you can generate the Vendor Bill entries as needed via CSV or other means and associate them to the existing PO.
Generally though bills are entered manually against the PO one by one or integrations are used to automate the process. Bills should be double checked by humans, or robust automation for accuracy.
The vendor bill is a pdf manually sent to Netsuite. An AP clerk then registers it as a bill, but I could not find a field on the vendor bill that I can display where you manually enter an PO number. As I have understood it, the relationship is subtle, and is only displayed on the PO. Or has anyone been able to find a solution where you manually type in the PO on the vendor bill?
The AP clerk can search for the PO and click Enter Bill to associate the two transactions. If you want to start from the vendor bill screen, you may need to use a custom field to manually type the PO# or show a list of existing POs.