Credit the incomplete PO Receipt in Purchase module.

By | September 25, 2017

Many a time’s business scenarios surfaces along wherein the Purchase receipt and the Purchase Invoices value does not match as the Vendor had not sent all the ordered goods at the time of delivery, but the PO Invoice is sent for the complete purchase order. We have depicted similar situation below and its solution as to how to implement this using standard Sage 300.

New Stuff: Inquiry Button on Sage 300 2018

Company 1 ordered 2 products to purchase from the Vendor 1200.

  • Step 1- Users creates purchase order for 2 product and raises the purchase order to the Vendor as shown below.

PO Purchase order entry

But at the time of receipt, the Vendor only delivered partial Purchase order, in this case he/she received only 1 product against the 2 products in Purchase order details. So the user generates the Purchase receipt for only 1 product by entering the quantity for the product received.

But the vendor issued Invoice for all the 2 product and credit note of 1 product. So will check how this situation will get handle in sage 300.

  • Step 2 – While creating the PO receipt entry user can follow below steps.
  1. Entered “Quantity Outstanding” as 0 for the products not received.
  2. Quantity canceled will get display as 10 (Original Ordered quantity).
  3. This will make the receipt line as completed even it is not physically received the goods.
  4. Post the receipt.

PO Receipt Entry

PO Receipt entry

  • Step 3- Generate PO invoice against the PO Receipt.

Create PO invoice with the quantity information present on the Vendor Invoice report for the non-received Item.

PO Invoice entry

  • Step 4- Final steps is to punch in the Credit note that the Vendor sent for the 1 Receipt item. Please note that this credit note will be against a PO Invoice. Then select invoice number and change Quantity and the Price for the Non received Item as per Vendors Credit note.

PO Credit Debit Note

Using above flow you can achieve the result for partial receipt, but Invoice on Purchase order information.

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