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The following example demonstrates how issuance of a Change Order occurs after an invoice has been recorded.
Purchasing issues a purchase order with original values for quantity ordered and unit price.
Purchasing verbally agrees to let the supplier ship the material at a different unit price.
The supplier ships the material at the price agreed on, then submits an invoice at the new price.
Accounting records the invoice but places it in Incomplete status. This can be an error condition because the invoiced price does not agree with the purchase order. Setup Options determine if the variance exceeds the allowable tolerance and how the exception should be handled.
Purchasing issues a Change Order for the new unit price. When issued, TabWare automatically compares the invoiced price to the new purchase order price and removes the error condition on the invoice in effect.
The following example shows how the receipt of items occurs after processing of the invoice.
The supplier ships the material as stated on the purchase order, then immediately submits an invoice.
Accounting records the invoice but places it in Incomplete status. This is an error condition because quantity invoiced is greater than quantity received.
After entry of the invoice, Stores records the shipment using the purchase order receipts window. TabWare immediately compares quantity received to quantity invoiced and removes the error setting for the invoice.