P/O Receipt of Invoice Memos update to A/P Invoice History

SUGGESTED

Desire to attach PDF of Invoice paperwork to Invoice when Raw Materials are received.

In P/O Receipt of Invoice, there is no Memo icon for Invoice Number.

Per Sage Support, you can not create a Memo for the Invoice while in P/O and it flow through to A/P Invoice History.

Workaround is to enter the Memo into A/P Invoice History post update.

Any other solutions out there?

  • 0
    SUGGESTED

    I believe DSD's InstaDocs would do that but it is a bit overkill for just that. However, you may find it has enough value for your other modules as well.

    If you want to dabble with a script, you could always create a folder accessible to all users to hold the documents and use a script to create a sub folder by PO number, Receipt No, or Invoice No then use a simple button script to launch the folder so the user can copy the doc into the folder. Then you can use another simple button script added to whichever inquiry tasks to want to utilize it from that will either open the folder or open a matching doc if it is named correctly. 

    If you use the script to open the matching doc, you may not need the sub folders, you could just have all the docs dumped into a single folder but they would need to be properly named so the script can reference and open them based on information from the current record.

  • 0
    SUGGESTED

    If a receipt memo is added to a Receipt of Invoice Entry that memo WILL flow through to A/P Invoice History.