Service PO's

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LaDora
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Posts: 48
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    (I am a simple user......)

     

    We are using PO20 for Service PO's.  There is no way to receive them. (They do not show up in PO30.)  This is aggravating my AP lady.  She doesn't have anything to "match" it to.  We are both "learning" as we go.  Are we missing something?

    What are your processes for service po's?  If it matters, we are a small facility.  There are 7.25 of us TOTAL in SCM. This includes buying, receiving, stocking, requisitons etc.... 

    Thank You!

    Jeremy
    Veteran Member
    Posts: 129
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      Service type items are not received/3-way matched. Essentially, you "skip" this part of the process and go straight to invoicing. The mentality is since a service is not a tangible good, there is nothing to physically "receive" so you don't need to enter a receipt record.
      What some users do is create an IPA flow for invoices that are for service type PO's. This flow would kick off upon release of the invoice and go through an approval process like requisitions and seek approval. This is treated as an approver saying, "yes, we received these services and it is OK to pay this invoice."
      LaDora
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      Posts: 48
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        We are a small facility and the approval happens on the front end.  After trial and error and having the luck to have a "soon to be" Lawson Consultant, with 26 years experience in SCM, in my facility visiting family, I think we got it. (I really should have bought lottery tickets yesterday!)

        We were not using the PO CODES on the PO20 header. (Now we know.)  We were putting service on the line detail under TYPE.  I think we also needed to change the line detail for service code to QUANTITY & COST.

        On the AP side, they now need to put in the PO CODE and HANDLING CODE - SERVICE.

        We need to fully do this process one more time, but AP needs a break from me until next week. 

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