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PO Require Receipt - Best Practice with Job Costing

  • February 13, 2025
  • 5 replies
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J
Freshman I

Hi,

We are a construction company that job costs everything. We were set-up to have our non-stock items like Materials and Equipment to require receipt and shipment but it seems like it would be easier since we job cost everything to take off those requirements and just create an AP bill against the PO when it’s received.

Is that what other construction companies are doing and/or is that best practice? Any adverse consequences that I’m not thinking about changing our set-up/process?

Thanks for any insight anyone can provide.

Best answer by mike.gillum

​@jwengerd,

Yes, this is what I have seen other customers do and it works seamlessly. If something arises regarding the process/workflow, you can always go back to requiring PO Receipts.  You can create the AP Bill right from the PO in the project or have the AP team do it from their side. 

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    mike.gillum
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    • February 13, 2025

    ​@jwengerd,

    Yes, this is what I have seen other customers do and it works seamlessly. If something arises regarding the process/workflow, you can always go back to requiring PO Receipts.  You can create the AP Bill right from the PO in the project or have the AP team do it from their side. 

    Mike Gillum
    Chris Hackett
    J
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      Chris Hackett
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      jwengerd
    J
    Freshman I
    • jwengerd
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    • Freshman I
    • 4 replies
    • February 14, 2025

    ​@mike.gillum Hi Mike, on established POs it’s throwing an error that no line item may be entered in AP Bill Document directly. I believe it’s because the POs are set up for Billing Base On Receipt.

    Is there anyway to change this retroactively or does this really just need to be a process change going forward?

    Thanks again!

    rfairchild58
    Jr Varsity III
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    • rfairchild58
    • Jr Varsity III
    • 32 replies
    • February 25, 2025

    As far as I recall the change will only apply to POs created after the change was made to not require receipts.

     

    ron

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    mike.gillum
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    • February 25, 2025

    ​@jwengerd, Sorry for the late reply, this one slipped through the cracks. ​@rfairchild58 is correct with his above statement.

     

    Mike Gillum
    Chris Hackett
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    • jwengerd
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    • February 25, 2025

    ​@mike.gillum No worries, I figured I was SOL, lol. ​@rfairchild58 Thanks for the confirmation.

    mike.gillum
    Chris Hackett
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