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Invoicing

Fourth Customer Success Portal
Question from @Martin Rigby​ :   Hi we raised (our accounts team) a PO for Carlsberg 102200018. We have received 2 invoices for this delivery both of which add up to the full amount of the PO. However as we can only match 1 invoice per PO we have an issue matching; is it best to raise a manual PO as it means we would be doing a GRN for some of the goods twice?   When we matched (our accounts team) the 1st invoice we set the goods received on the 2nd invoice to zero but this does not seem to be reflected in the original GRN.   Can you advise me how we get round this, i'm not sure of a "petty cash" transaction would help? appreciate your support.   Thanks!  
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Fourth Customer Success Portal

Response from @Martin Rigby​ :

 

I also need to know how to get a "product list extract from the Fourth system" our external stock takers need this? not 100% sure how to get the information out, if someone could help it would be great? 

Simeon Maas

Hi Martin,

 

When there are differences between a GRN and invoice, the GRN is updated but only if the stock period that it pertains to is open. In this case the stock period was closed, so the GRN could not be updated.

 

One way to handle this would be to:

  1. create a Manually Input Order for the items on the second invoice
  2. record the invoice against the manual order
  3. do a supplier return for the extra stock that has been received in but do not request credit for this

 

A 'Petty Cash' transaction wouldn't help because it would not allow you to create an invoice against the products.

 

Have a great Christmas 🙌

 

Sim

Simeon Maas

Hi Martin,

 

you can get a product list from Recipe & Menu Engineering (RME, formerly StarChef) and also Inventory (formerly R9).

 

In RME go to Reports and select one of the Ingredient List reports. You can report on all live ingredients or use one of the many filters (or a combination of filters) to narrow down the returned data.

 

In Inventory go to Reporting > Published Reports > Stock Management > Product List.

 

Have a great new year,

 

Sim

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