Hi Mackenziefgl,

Thanks for being involved in the conversation on the Sage 200 Community.

I have just been through the steps you have described where I created a PO with 1 item line for 6 standard stock items. When receiving the 4 goods from the item line the Sage 200 program allows the partial receipt. Still within the POP module I open the Record Purchase Invoice screen I am able to adjust the Quantity to be Invoiced in the Select Order Items To Match Invoice section from 4 to 6 and fill in the Goods Value and VAT Value in the header section. I am able to match to the GRN line for the quantity of 4 but the system prevents me adjusting the Qty to be Invoiced above 4.

On Saving a pop up message is displayed:

You have not matched some or all of the invoice quantities to receipts. If you accept the invoice the system will automatically match any unmatched invoice quantities against the next receipts entered for the affected order lines. do you wish to continue?

Clicking Yes to this then opens the Enter Purchase Invoice for (Supplier Name) screen which is just saved.

The status of the PO at this point is Live.

If I attempt to Confirm Goods Received at this point the remaining 2 of the 6 on the item line they are still available to receive.

The status of the PO now changes to Complete.

You may need to remote onto the users system to check how they are processing. Is the customer processing in a different way?

Kind regards, David.

Hi David, 

Yes, you're right! That is exactly how it works, but it turns out I was misreading what their issue was as it turns out there was one line on the order which was invoiced for more than ordered and received! The other 10 lines were as I originally described so was misleading the issue. 

I.e. they ordered 3, received 3, but invoiced for 4... This stayed Live and goods received can't be amended after invoice. This was the actual line causing problems! Not the ones I originally thought it was where they didn't receive enough goods. 

What you said did fix the other outstanding lines though, and I did think that was the procedure so was confused why it wasn't working, but it turns out that wasn't actually the problem!

Sorry for the confusion! 

Hi Mackenziefgl,

Having replicated the scenario that you've just described I can confirm the answer provided by Toby is the correct option.

After invoicing for a larger quantity the following warning message appears: -

Invoice Quantities Warning - The invoice contains quantities greater than the quantities on the order. Do you wish to continue?

Clicking Yes allows you to continue with the transaction posting with the higher values.

The current status of the purchase order at this point is live.

Using POP Maintenance and Write-off Incomplete Orders is the only way to change the status of the purchase order from Live to Completed.

Separately using Stock Control, Adjustments and Add Stock will allow you to manually adjust the quantity of stock that should have been received, i.e. from 3 to 4 in this case.

Please let me know that you are happy with the answers provided on this thread by marking this thread as verified. You can do this by clicking “more” and “verify answer”.

Hi Mackenziefgl,

Having replicated the scenario that you've just described I can confirm the answer provided by Toby is the correct option.

After invoicing for a larger quantity the following warning message appears: -

Invoice Quantities Warning - The invoice contains quantities greater than the quantities on the order. Do you wish to continue?

Clicking Yes allows you to continue with the transaction posting with the higher values.

The current status of the purchase order at this point is live.

Using POP Maintenance and Write-off Incomplete Orders is the only way to change the status of the purchase order from Live to Completed.

Separately using Stock Control, Adjustments and Add Stock will allow you to manually adjust the quantity of stock that should have been received, i.e. from 3 to 4 in this case.

Please let me know that you are happy with the answers provided on this thread by marking this thread as verified. You can do this by clicking “more” and “verify answer”.