Resolving Discrepancies in Purchase Orders and Invoices
Learn how to address discrepancies in purchase orders and invoices effectively by checking emails and updated PO numbers.
By Rose Gomez
In this guide, we'll learn how to efficiently manage purchase orders by checking emails for updated information. This process involves verifying invoice numbers and updating purchase order numbers as needed. By following these steps, you can ensure accurate record-keeping and streamline communication with your contacts.
Let's get started
1
Click on "Edit Invoice" to open the next invoice in your que.
2
Open Purchase Order Quick List (F12)
3
Type "250320-17 + Tab"
4
Drag here
5
Drag here
6
After searching for the PO, I do not see the missing item has been added.
7
Click on "S012342145.002" Copy your invoice number (CTRL + C)
8
Type "Ctrl + C"
These items are not listed in the posted PO.
We will check our email.
9
Click here
Check the invoice number.
10
Open Outlook and use the search bar.
11
Paste (CTRL + V) the copied invoice number into the search bar.
12
Type "Ctrl + V"
13
Type "Enter"
I see that Ashley emailed me an updated PO number. This is why it is important to use the invoice number as your email subject when requesting more information about an invoice or PO.
14
Click on "This one is in under PO # 250331-17 thanks Rose"
15
Ashley emailed an updated PO number to use for the invoice. Copy and paste or type the corrected PO number from the email.
16
Type "Ctrl + C"
I'm going to paste...
17
Open your PO Quick List dialog box again and past or type the new PO number
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Now you can complete the invoice with the updated PO information.
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Click on "Add To Invoice"
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Double check the header information for accuracy, I needed to change the date from 3/31 to 4/1
21
Type "0401 + Enter"
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Type "Ctrl + A"
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Type "Enter"