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It should be possible to update the Unit Price of a PO Line even if it is partially invoiced
In our company we are using "Three-way matching" when doing the invoice validation. Consequently, we are only posting Vendor Invoices where: - Quantities have been posted as received - Prices/Amounts of the Vendor Invoice are in line with the Purchase Order We have the following scenario: - We are ordering an item with a particular Qty from our Vendor (e.g. 10 Units) - Due to several reasons, the ordered quantity is not received at once (because of space restrictions on the truck or supply difficulties on the Suppliers side – e.g. first delivery contains 2 Units) >>> We are posting the product receipt of the actually received Qty. - The invoice is now received for the first delivery (e.g. 2 Units). In our example the price for that is e.g. 300 €. We are posting that invoice - Now the Supplier can deliver the next Units (e.g. 3 Units) – thus we are posting a new Product receipt (with Qty. 3) - We are now receiving the Invoice. As the price for the ordered item is variable the invoiced price is now 305 €/Unit. However unfortunately we are not able anymore to change the price of the Purchase Order as it is already partially unvoiced - the field is not editable anymore. From my point of view this is a bug / lack of functionality as there is no way of solving this issue in a standardized process. It should be possible to update the Unit Price of a PO Line even if it is partially invoiced -
Sub-ledger to Sub-ledger (e.g. Bank to Bank) transactions in General Journals (having switched off "One Voucher" functionality)
As strongly recommended by Microsoft we recently switched off the "One Voucher" functionality (Parameter "Allow multiple transactions within one voucher" in General ledger parameters has been deactivated).
After doing that we realized that we now have a issue with posting Bank to Bank transactions. We receive an error "There can only be one bank account transaction per voucher." We now have to use transfer accounts resulting in different vouchers when actually having only one trnsaction.
In our eyes this is definitely a lack of functionality. Certain Sub-ledger to Sub-ledger transactions should definitely be supported by the system - even if having switched off the "One Voucher" feature.
E.g.:
Bank to Bank
Vendor to Customer
etc.
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Supplier Communications Agent - Inbound - consider particular attachments only
When reading emails, the Supplier Communications Agent takes all email attachments into account.
It should be possible to limit the attachments to be read to specific file formats (e.g. PDF) in order to prevent images in signatures from being read, for example, and incurring unnecessary Copilot credits.
In 99% of cases, order confirmations are PDFs. In the remaining 1%, confirmation is provided in the body of the email. In this respect, restricting the reading to PDF attachments (or offering this option) would make sense.
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Supplier Communications Agent - Inbound - consider particular subfolder of Functional Mailbox only
If you use the Supplier Communications Agent inbound and work with a central functional mailbox for purchasing, it should be possible for the agent to only read emails in a specific subfolder.
This would make it possible to assign the agent the emails that actually relate to orders (for example, by moving such emails directly to the folder or by working with appropriate filter rules). No Copilot credits would then be incurred for any further communication...
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