What’s Changing?
Fourth’s Purchasing & Inventory release 4.6.90 includes new functionality. Specifically:
Release Date: 4th / 5th / 7th March 2019
Reason for the Change
Where a Delivery Note or Invoice is received in Purchasing & Inventory, a message will be automatically forwarded to the Mobile Receiving app. This is to update the details from the Invoice/Delivery Note in the Mobile Receiving app.
In the event that an Invoice is received and there is a difference with the total amount of the Purchase Order, a default rounding rate could be applied. If set up, the Default Rounding rate will be automatically applied to the PO total amount, for the absolute difference between the Invoice and the PO amounts.
Customers Affected
All Purchasing & Inventory users.
Release Notes
Delivery Notes Forwarded to Mobile Receiving App
Example - An Order is created with one product, quantity of 2.

Fig.1 - Example Purchase Order
Then a Delivery Note is loaded (but the receiving is not submitted). The Delivery Note shows a quantity of 5.

Fig.2 - Receiving Screen to show that the Delivery Note is processed
Looking at the Receiving in the Mobile Receiving application, the Delivery Note is reflected with the quantities from the Delivery Note in the main Purchasing & Inventory system.

Fig.3 - Delivery view on the Mobile app
When editing a line, the original ordered quantity will be visible however the actual received quantity will be updated as per the electronic Delivery Note/Invoice submitted by the vendor.

Fig.4 - Editing of receiving line on the Mobile app
The receiving can then be submitted back to Purchasing & Inventory and changes will be applied.
Automated 3-way matching
In Property > Administration > Property Preferences > Receiving, there are two new controls:

Fig.5 - Default Rounding Rate

Fig.6 - Summary Currency
Where the property has a Default Rounding Rate set up:
If the absolute difference between the Invoice value and the PO total is equal to or less than the specified rounding threshold, the default rounding rate is added to the Receiving with a value equal to the difference between the Invoice and the PO total. Or, if the rounding rate is already on the Invoice the value is updated to the difference and the Receiving and Invoice are both saved.


Fig.7&8 - Rounding Rate being auto-applied
Fourth’s Purchasing & Inventory release 4.6.90 includes new functionality. Specifically:
- Delivery Notes forwarded to Mobile Receiving app
- Automated 3-way matching
Release Date: 4th / 5th / 7th March 2019
Reason for the Change
Where a Delivery Note or Invoice is received in Purchasing & Inventory, a message will be automatically forwarded to the Mobile Receiving app. This is to update the details from the Invoice/Delivery Note in the Mobile Receiving app.
In the event that an Invoice is received and there is a difference with the total amount of the Purchase Order, a default rounding rate could be applied. If set up, the Default Rounding rate will be automatically applied to the PO total amount, for the absolute difference between the Invoice and the PO amounts.
Customers Affected
All Purchasing & Inventory users.
Release Notes
Delivery Notes Forwarded to Mobile Receiving App
Example - An Order is created with one product, quantity of 2.

Fig.1 - Example Purchase Order
Then a Delivery Note is loaded (but the receiving is not submitted). The Delivery Note shows a quantity of 5.

Fig.2 - Receiving Screen to show that the Delivery Note is processed
Looking at the Receiving in the Mobile Receiving application, the Delivery Note is reflected with the quantities from the Delivery Note in the main Purchasing & Inventory system.

Fig.3 - Delivery view on the Mobile app
When editing a line, the original ordered quantity will be visible however the actual received quantity will be updated as per the electronic Delivery Note/Invoice submitted by the vendor.

Fig.4 - Editing of receiving line on the Mobile app
Automated 3-way matching
In Property > Administration > Property Preferences > Receiving, there are two new controls:

Fig.5 - Default Rounding Rate
- Default Rounding Rate is populated with all active rates which are Flat Rate and are not included in a Rate Schedule within the property
- Auto Rounding Threshold only accepts a positive monetary value to the number of decimal places specified for the property's Summary Currency

Fig.6 - Summary Currency
Where the property has a Default Rounding Rate set up:
If the absolute difference between the Invoice value and the PO total is equal to or less than the specified rounding threshold, the default rounding rate is added to the Receiving with a value equal to the difference between the Invoice and the PO total. Or, if the rounding rate is already on the Invoice the value is updated to the difference and the Receiving and Invoice are both saved.


Fig.7&8 - Rounding Rate being auto-applied
Comments
0 comments
Please sign in to leave a comment.