Source Day is getting a new look with a new and improved interface.
What Are We Trying to Accomplish?
The Awaiting Receipt tab is a place for invoices that have not yet been updated with fulfillment data within your ERP. In other words, your receiving department has either not received the full order or has not updated that the order within your ERP. The number next to awaiting receipt is how many invoices appear on the tab. SourceDay will pull in fulfillment data once a night so once these invoices lines are updated with receipt data they will move to the matched tab (or auto-voucher if this function is enabled). To learn how to enable Auto-Voucher click here.
Understanding the View
This tab is basically a waiting area while you are waiting for the items to be received into your ERP. Since this is a core part of the 3 way matching, items cannot be moved from this tab until the items are received. However, there are a lot of actions you can take on this page including: adding notes to the invoices, download invoices you are waiting on, and updating the invoice. Keep reading to see all of the available actions. The most popular action taken on this tab is the "Sync PO & Recheck" action - this action forces a manual sync on the receipt data within your ERP.
What Can I Do?
Download - Downloads all of the invoices that you have selected
- Show Me How - Downloading Invoices
Edit - Allows you to edit the invoices available in Awaiting Receipt
- Show Me How - Edit Additional Charges for an Invoice
- Show Me How - Edit Price and Quantity for an Invoice
Add a Note - Allows you to add a note to the record
- Show Me How - Add Note to Invoice
Void -Voids an invoice that is no longer needed so that a corrected invoice can be uploaded
- Show Me How - Void Invoice
View File - Views the invoice and the upload time and date
- Show Me How - View File
History - Views the invoice or order line history from the moment it syncs into the platform until the invoice is paid
- Show Me How - View History for an Invoice
Reupload - Uploads a new version of an invoice
- Show Me How - Reupload Invoice
Upload File - Uploads documents to attach to invoice record
- Show Me How - Upload File to Invoice
Sync PO and Recheck - Instantly resyncs the PO & receipt data from the ERP to SourceDay - helpful if you need to process a voucher and receipt data has been updated within your ERP.
- Show Me How - Force Sync PO & Recheck
Notify Buyer - Allows the Accountant to notify the buyer when there is a discrepancy between the PO and the invoice
- Show Me How - Using the Notify Buyer Action
Voucher - Initiates the vouchering process into the ERP
- Show Me How - Voucher Invoice