Non-Invoiced PO

The default process for a PO receipt and payment (assuming no Receiving Inspection):

  1. upon receipt, a PUR-STK transaction puts the items in stock, and financially there is a debit to the appropriate inventory account and a credit to Company AP Clearing Account.
  2. When the Supplier Invoice is added, there is a debit to the Company AP Clearing account and a credit to the Supplier’s AP Payables account.
  3. When the check is cut, there is a debit to AP Payables and a credit to Cash.

How does he want the transaction to flow? Without some type of custom process (like a BPM to do what you described originally), you can’t just skip step 3, which is what he probably wants to do (Epicor will always show that as a pending payment).

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