Skip to main content
Answer

Hold AP Bill until three match complete.

  • August 14, 2022
  • 4 replies
  • 643 views
J
Freshman II
Forum|alt.badge.img

Our specific scenario is:

1. We place a Purchase Order and transmit it to our partner via EDI

2. Our partner ships the product.

3. Partner sends us an Invoice via EDI.

4. The Invoice is entered as an AP Bill against the PO.

5. We receive the inventory.

We don't want to pay the bill in step 4 until we get the inventory in step 5.  We also don't want to prevent the bill from being entered because that basically eliminates the benefits of EDI. (nor do we want to put business logic in the EDI layer to not import the AP Bill)

 

So, is there a way to configure the system such that the only items that can be paid on an AP Bill linked to a PO are those items that have been matched to a PO Receipt?

Best answer by Kandy Beatty

Hi @Jacob 

There is currently no out of the box functionality that would prevent a user from paying a bill in full. 

A few ways to handle it though:

  1. You can create approval workflows that require approvals to pay bills. 
  2. You can look at the Three-Way Match Validation setting on Purchase Order Preferences.

 

Kandy Beatty

4 replies

J
Freshman I

Following 

Kandy Beatty
Captain II
Forum|alt.badge.img+17
  • Kandy Beatty
  • Captain II
  • Answer
  • August 19, 2022

Hi @Jacob 

There is currently no out of the box functionality that would prevent a user from paying a bill in full. 

A few ways to handle it though:

  1. You can create approval workflows that require approvals to pay bills. 
  2. You can look at the Three-Way Match Validation setting on Purchase Order Preferences.

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
A
Freshman I
  • alexwitcpalek
  • Freshman I
  • February 16, 2023

@Jacob did you ever find a solution to this? 

D
Freshman II
  • dneiheiser94
  • Freshman II
  • March 12, 2024

@Jacob We are trying to solve a this same scenario and are wondering if you were able to find a solution that you could share to see if it works for us

Terms & ConditionsCookie settingsAccessibility statement
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved