Site needs to be able to add specific text to a receipt for service.
Site needs to be able to add specific text to a receipt for service.
SAP – when site creates a SES (receipt against an AU/service PO), there is a text field to include the invoice #, service ticket #, detail about the job, etc. This text is used by AP to make sure they are matching the correct receipt with the invoice they are processing.
EFP3.0 – there is no text field for AP to match against. (On the 88 PO SES, the Short Text just copies the PO line description from 3.0.)
We’ve already had one example of where this lack of text field caused an invoice to Grief in error – because AP had matched the wrong invoice to the wrong receipt. Not sure what the “fix” is, but without something we are sure to have more Grief and possibly pay invoices for which the services are incomplete or unacceptable.
Melissa Sheek
shared this idea
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Ellen Markey
commented
When consuming the service, it's a best practice to go over to the notes tab, and add the invoice number, amount, and any appropriate details. This will help avoid grief. In this case, I believe that the best line type to choose is Invoice, but I've been told that all line types will transfer over.
