First BPM Blank Title 88781

Gary: Unfortunately, I am not the BPM expert here at our company so I cannot give you step by step instructions for creating the BPM to check this box, but it sounds like a BPM will work if you are ONLY trying to get this box to be checked without entering 0.00 AP invoices.

One potential problem I see: If it is the act of entering an AP invoice that removes the receipt from the Received but Not Invoiced report and you replace that activity with BPM to check the RcvDtl.Invoiced field, just having the Invoiced box checked may not be enough to remove the receipt from the Received but Not Invoiced report so you may still have all those 0.00 receipts appearing on your report. I would definitely recomment creating the BPM in Test database and then confirm whether or not those recepts still appear on the Received but Not Invoiced report before deploying this in your live database.

Sorry I can't be more help on the specifics of creating the BPM.


Virginia Joseph
Deep Hole Specialists, LLC
440-543-8157



--- In vantage@yahoogroups.com, "Gary Wojtowicz" <ajrgary@...> wrote:
>
> Virginia,
>
> What we are currently doing is going to AP invoices, creating a batch and pulling in all the invoices for that supplier, creating the lines for all the entries and posting them to get the invoice completed. after that in receipt entry the invoiced box is checked.
>
> So if by checking the receipt entry invoiced box we will be able to skip making all of those invoices that is what we would like to do
>
> Gary Wojtowicz
> AJR Industries, Inc.
>
>
>
> [Non-text portions of this message have been removed]
>
I have never attempted to make a BPM before but I have a need for one.

I receive customer supplied material, I bring it in using receipt entry

I do not have a PO number but it allows me to bring it in without one, I do need a supplier number and a packing slip number

When the receipt is made it is zero dollars and a invoice for zero dollars also has to be made to clear the entry

I need to make a BPM to flag the receipts from that supplier as invoiced when the receipt is saved

I could use some help, does anybody have step by step instructions on how to do this?


Gary Wojtowicz
AJR Industries, Inc.


[Non-text portions of this message have been removed]
Hi Gary:
>>> I need to make a BPM to flag the receipts from that supplier as invoiced when the receipt is saved.

In Reciept tracker, when you look at the received lines tab, there is a column containing a checkbox for 'Invoiced'. If the receipt has been invoiced, this checkbox is automatically checked by the system. This is the RcvDtl.Invoiced field.

Do you need this indicator to appear somewhere other than the Receipt tracker? Since they system automatically checks this box using the A/P invoice entry, maybe what you need is a customization?

HTH,

Virginia Joseph
Deep Hole Specialists, LLC
440-543-8157

--- In vantage@yahoogroups.com, "Gary Wojtowicz" <ajrgary@...> wrote:
>
> I have never attempted to make a BPM before but I have a need for one.
>
> I receive customer supplied material, I bring it in using receipt entry
>
> I do not have a PO number but it allows me to bring it in without one, I do need a supplier number and a packing slip number
>
> When the receipt is made it is zero dollars and a invoice for zero dollars also has to be made to clear the entry
>
> I need to make a BPM to flag the receipts from that supplier as invoiced when the receipt is saved
>
> I could use some help, does anybody have step by step instructions on how to do this?
>
>
> Gary Wojtowicz
> AJR Industries, Inc.
>
>
> [Non-text portions of this message have been removed]
>
Virginia,

What we are currently doing is going to AP invoices, creating a batch and pulling in all the invoices for that supplier, creating the lines for all the entries and posting them to get the invoice completed. after that in receipt entry the invoiced box is checked.

So if by checking the receipt entry invoiced box we will be able to skip making all of those invoices that is what we would like to do

Gary Wojtowicz
AJR Industries, Inc.



[Non-text portions of this message have been removed]