Owner

U

Untitled

U

Untitled

U

Untitled

Verification

Verified

Department

Purchasing

Type

Standard Procedure

Use Cases

Purchasing

SOP Overview

Include an overview here.

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Terminology

Table of Contents

• Step-By-Step Instructions

Documentation and Resources

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Step-By-Step Instructions

1. Upload vendor purchase invoices from the Hillebrand Gori Website or send email request from the vendor/supplier
2. Review the vendor purchase invoice and ensure that it matches the Business Central purchase order. All lines on the invoice must match those on the purchase order.
3. Save Purchase Invoice to the BC Purchase Order under attachments in the fact box to the right side of the screen under DocXtender
4. Upon receipt of the inbound from Western Carriers, we update the posting date on the Purchase Order to the date we received the PO.
5. Enter the vendor invoice number in the PO
6. Document date is updated to reflect the date of the invoice
7. Enter the due date if available on the Invoice (set terms do not always calculate the correct due date)/if vendor terms are incorrect, confirm with PM, and update vendor card.
8. If due date is not available, it will calculate terms based on the document date
9. Apply prepaid discounts or any sample allowances that are applicable
10. FREE GOODS: if free goods are listed on the invoice it should be included with the charged items and the cost distributed to include the free goods. If free goods are given on items that are not listed on the purchase line, create a new purchase line and line discount accordingly.
11. Once all purchase lines and totals match, POST

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