Skip to main content
Answer

Enter an AP Bill with multiple line items and reference only one line item in the PO

  • September 3, 2024
  • 1 reply
  • 104 views
R
Freshman II

Hi,

We have a scenario where our POs only have one line item with the lump sum value of a contract or purchase, however when the invoice come it sometimes may have multiple line items where all of them reference the one line item in the PO.

Is there a way to enter this AP Bill whiling linking all line items to one single PO line item? In my instance what I’m experiencing is that when I add the first PO Line Item using the add PO line button I’m only able to do this once as the line item disappears from the list next time I click add PO line.

 

Any idea how to do this?

 

Thanks

 

Rafa

Best answer by Laura03

Hello,

I don’t think there is any way to directly link lines on a Bill to a Purchase Order when the line items do not exist on the Purchase Order.

Purchase Orders may be placed back on hold and edited to add items to match what your vendor shipped and billed.

After editing the PO to match the vendor’s bill, you will be able to relate each PO line to a line on the Bill.

Suppose the Bill screen is customized to simply allow editing of the PO Number. A Customization like this is not recommended because it could introduce PO Accrual differences (PO Accrual account is where Acumatica records differences between received items and billed items for the 3-way match) and possibly cause accounting errors.

 

Laura

 

Laura03

1 reply

Laura03
Captain II
Forum|alt.badge.img+19
  • Laura03
  • Captain II
  • Answer
  • September 3, 2024

Hello,

I don’t think there is any way to directly link lines on a Bill to a Purchase Order when the line items do not exist on the Purchase Order.

Purchase Orders may be placed back on hold and edited to add items to match what your vendor shipped and billed.

After editing the PO to match the vendor’s bill, you will be able to relate each PO line to a line on the Bill.

Suppose the Bill screen is customized to simply allow editing of the PO Number. A Customization like this is not recommended because it could introduce PO Accrual differences (PO Accrual account is where Acumatica records differences between received items and billed items for the 3-way match) and possibly cause accounting errors.

 

Laura

 

~ Laura Barber, WM Synergy
Chris Hackett
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