Overview

The purpose of this stage is to process an invoice already recorded in the system, confirming that the invoiced quantities and amounts correspond to the goods received.

Check vendor invoice against goods received flowchart

Paths

Paths

How to сheck vendor invoice against goods received

1. Go to Purchasing and click Process invoices received under Purchasing.

2. Open the Goods receipts control tab.

3. Select the Received vs invoiced mismatch filter option from the Goods receipts drop-down list to detect possible mismatches. The system will display a list of reference documents. Use the counterparty information specified in the reference document for further analysis.

4. Go to Warehouse and delivery → Warehouse reports and then click Goods receipt under Inventory analysis.

5. Click Settings. Go to the Structure tab, set the Advanced mode, click Add, and select the Recorder report field.

6. Click Generate.

7. The report is designed to analyze in detail the status of goods receipt in the warehouse. Find the counterparty in the report and verify that the invoices are consistent with the goods receipts. Drill down to documents and determine the need for corrections.

8. Trigger follow-up action for a responsible manager to clarify differences with the vendor.

Paths

How to initiate invoice dispute with vendors

1. Go to the Main tab of the Invoice.

2. Write down comments regarding any complaints, including discrepancies, in the Comment field of the Invoice.

3. Post and close the invoice.

4. Go to Quick menu and click Business Interactions under Mail, tasks.

5. Create a new Interaction.

6. Use any communication tool — phone, email, or mail — to inform the vendor about discrepancies in the invoice.

7. Record the communication in the Interaction.

How to verify vendor invoices

1. Write down comments regarding the successful check and the date it was done.

2. Click Post and close.