73

Pending vendor invoices can be submitted to the Workflow without any error message, even if there are missing mandatory financial dimensions. This is not the case with the Purchase order. When there is a missing mandatory financial dimension on the purchase order, an error message appears, and submit action is blocked (message attached). What is causing the inconvenience is that if the Pending vendor invoice is submitted to the WF without needed financial dimension values when the workflow is completed vendor invoice can not be posted. To post it, the user must turn it back to the first step in the WF, fill in missing data, and submit it again. These additional steps slow down the business process and lead to wasting time. In the end, latency can cause losing the right to deduct VAT.

STATUS DETAILS
Planned
Ideas Administrator

This is a valid request. PG team will do some initial investigation first.

Comments

B

When a new pending supplier invoice is created and a procurement category is selected with the incorrect financial dimensions, a warning will pop up and will not allow you to submit to workflow without fixing (as set in the parameters).However we have noticed, if you change the procurement category, and the combination is still invalid, this seems to bypass the account structure check and will allow you to submit to workflow. This is a control issue.

Category: Accounts Payable