Receiving and unapproved Purchase Order

Hi Tom,



Yes our operations people are still getting used to doing that way also.
The system we converted from didn't allow us to voucher an invoice
against the receipt until it was accepted in incoming inspection. I
preferred it that way.



Tim Hager

Controller

Diba Industries Inc.









From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Tom J. Christie
Sent: Monday, October 15, 2012 2:01 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Receiving and unapproved Purchase Order





The process is a little different than the way I would have expected it
to work, but basically Epicor says you will pay for the line if you
receive it. Inspection happens after this and if the parts are found to
be non-conforming you kick it into a DMR and go from the there.

The original PO line is now closed even though the parts were bad.
Epicor's logic is that you will create a new PO line for the replacement
parts and receive a credit or debit memo for the first bad line. The new
line you pay for again and it all balances out.

It looks like:
Buy parts
Pay for parts
Reject the parts from inventory
Get credit for the first buy
Buy replacement parts again on a new PO or line.

It was a bit of an adjustment getting used to this process for us.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Tim Hager
Sent: Monday, October 15, 2012 10:10 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Re: Receiving and unapproved Purchase Order

I am blown away that Epicor allows you to pay for items that don't pass
incoming inspection.

Tim Hager

Controller

Diba Industries Inc.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of Tim Vonderhaar
Sent: Monday, October 15, 2012 11:55 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Receiving and unapproved Purchase Order

Wow, I am blown away that Epicor explains this as expected behavior.

Why ask why, just write a BPM :)

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ,
"Brian Roberts" <broberts@...<mailto:broberts@...>> wrote:
>
> It is "expected behavior", per Epicor (but I didn't agree with their
> explanation). The fix is adding a BPM on receipt entry that checks the
> PO status. Search for the archives of this list for some examples of a
> BPM & previous discussion.
>
>
>
> Brian.
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ]
On
Behalf
> Of Tim Vonderhaar
> Sent: Monday, October 15, 2012 11:28 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Receiving and unapproved Purchase Order
>
>
>
>
>
> To our surprise, during pilot testing on 9.05.700c, we have found that
> the system will allow the receipt of a purchase order line that has
not
> been approved. Has anyone else seen this? Is this expected behavior?
Is
> there a setting to prevent this?
>
> Tim
>
>
>
>
>
> [Non-text portions of this message have been removed]
>



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[Non-text portions of this message have been removed]
To our surprise, during pilot testing on 9.05.700c, we have found that the system will allow the receipt of a purchase order line that has not been approved. Has anyone else seen this? Is this expected behavior? Is there a setting to prevent this?

Tim
It is "expected behavior", per Epicor (but I didn't agree with their
explanation). The fix is adding a BPM on receipt entry that checks the
PO status. Search for the archives of this list for some examples of a
BPM & previous discussion.



Brian.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Tim Vonderhaar
Sent: Monday, October 15, 2012 11:28 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Receiving and unapproved Purchase Order





To our surprise, during pilot testing on 9.05.700c, we have found that
the system will allow the receipt of a purchase order line that has not
been approved. Has anyone else seen this? Is this expected behavior? Is
there a setting to prevent this?

Tim





[Non-text portions of this message have been removed]
Wow, I am blown away that Epicor explains this as expected behavior.

Why ask why, just write a BPM :)

--- In vantage@yahoogroups.com, "Brian Roberts" <broberts@...> wrote:
>
> It is "expected behavior", per Epicor (but I didn't agree with their
> explanation). The fix is adding a BPM on receipt entry that checks the
> PO status. Search for the archives of this list for some examples of a
> BPM & previous discussion.
>
>
>
> Brian.
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Tim Vonderhaar
> Sent: Monday, October 15, 2012 11:28 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Receiving and unapproved Purchase Order
>
>
>
>
>
> To our surprise, during pilot testing on 9.05.700c, we have found that
> the system will allow the receipt of a purchase order line that has not
> been approved. Has anyone else seen this? Is this expected behavior? Is
> there a setting to prevent this?
>
> Tim
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
I am blown away that Epicor allows you to pay for items that don't pass
incoming inspection.



Tim Hager

Controller

Diba Industries Inc.





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Tim Vonderhaar
Sent: Monday, October 15, 2012 11:55 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Receiving and unapproved Purchase Order





Wow, I am blown away that Epicor explains this as expected behavior.

Why ask why, just write a BPM :)

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Brian Roberts" <broberts@...> wrote:
>
> It is "expected behavior", per Epicor (but I didn't agree with their
> explanation). The fix is adding a BPM on receipt entry that checks the
> PO status. Search for the archives of this list for some examples of a
> BPM & previous discussion.
>
>
>
> Brian.
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of Tim Vonderhaar
> Sent: Monday, October 15, 2012 11:28 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Receiving and unapproved Purchase Order
>
>
>
>
>
> To our surprise, during pilot testing on 9.05.700c, we have found that
> the system will allow the receipt of a purchase order line that has
not
> been approved. Has anyone else seen this? Is this expected behavior?
Is
> there a setting to prevent this?
>
> Tim
>
>
>
>
>
> [Non-text portions of this message have been removed]
>



********************************************************

The information transmitted is intended only for the person or entity to
which it is addressed and may contain confidential and/or privileged
material. If you are not the addressee, any disclosure, reproduction,
copying, distribution, or other dissemination or use of this communication is
strictly prohibited. If you have received this transmission in
error please notify the sender immediately and then delete this e-mail.
E-mail transmission cannot be guaranteed to be secure or error free as
information could be intercepted, corrupted lost, destroyed, arrive late or
incomplete, or contain viruses.
The sender therefore does not accept liability for any errors or omissions
in the contents of this message which arise as a result of e-mail
transmission. If verification is required please request a hard copy
version.

********************************************************


[Non-text portions of this message have been removed]
The process is a little different than the way I would have expected it to work, but basically Epicor says you will pay for the line if you receive it. Inspection happens after this and if the parts are found to be non-conforming you kick it into a DMR and go from the there.

The original PO line is now closed even though the parts were bad. Epicor's logic is that you will create a new PO line for the replacement parts and receive a credit or debit memo for the first bad line. The new line you pay for again and it all balances out.

It looks like:
Buy parts
Pay for parts
Reject the parts from inventory
Get credit for the first buy
Buy replacement parts again on a new PO or line.

It was a bit of an adjustment getting used to this process for us.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Tim Hager
Sent: Monday, October 15, 2012 10:10 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Receiving and unapproved Purchase Order



I am blown away that Epicor allows you to pay for items that don't pass
incoming inspection.

Tim Hager

Controller

Diba Industries Inc.

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
Of Tim Vonderhaar
Sent: Monday, October 15, 2012 11:55 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Receiving and unapproved Purchase Order

Wow, I am blown away that Epicor explains this as expected behavior.

Why ask why, just write a BPM :)

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ,
"Brian Roberts" <broberts@...<mailto:broberts@...>> wrote:
>
> It is "expected behavior", per Epicor (but I didn't agree with their
> explanation). The fix is adding a BPM on receipt entry that checks the
> PO status. Search for the archives of this list for some examples of a
> BPM & previous discussion.
>
>
>
> Brian.
>
>
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of Tim Vonderhaar
> Sent: Monday, October 15, 2012 11:28 AM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Receiving and unapproved Purchase Order
>
>
>
>
>
> To our surprise, during pilot testing on 9.05.700c, we have found that
> the system will allow the receipt of a purchase order line that has
not
> been approved. Has anyone else seen this? Is this expected behavior?
Is
> there a setting to prevent this?
>
> Tim
>
>
>
>
>
> [Non-text portions of this message have been removed]
>

********************************************************

The information transmitted is intended only for the person or entity to
which it is addressed and may contain confidential and/or privileged
material. If you are not the addressee, any disclosure, reproduction,
copying, distribution, or other dissemination or use of this communication is
strictly prohibited. If you have received this transmission in
error please notify the sender immediately and then delete this e-mail.
E-mail transmission cannot be guaranteed to be secure or error free as
information could be intercepted, corrupted lost, destroyed, arrive late or
incomplete, or contain viruses.
The sender therefore does not accept liability for any errors or omissions
in the contents of this message which arise as a result of e-mail
transmission. If verification is required please request a hard copy
version.

********************************************************

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



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