A receipt-required exception occurs when there is a purchase order and an invoice, but no corresponding receipt in the system.
Prerequisites
Necessary permissions to view and manage orders and receipts.
Step-by-Step Instructions
1. Check and Verify the Error
You can come across other errors as well. One needs to cross-check the nature of the error.
Navigate to the "Invoices" section > Open the invoice with the "Matching Issue" status.
On the invoice, scroll to the line item to check the error.
2. Open the Order
Navigate to the order related to the exception.
Click on the order number to open the order details.
3. Create a Receipt
On the Order > Click on Actions > Create Receipt option.
Enter the necessary receipt details and save the receipt.
4. Automatic Re-run of 3-Way Match
Once the receipt is created, the system will automatically re-run the 3-way match.
If the receipt was the only missing piece, the invoice status will change to "Approved" or "Integrated".
FAQs
Can I delete an incorrect receipt?
Yes, you can delete or edit the receipt details if there is an error. Read here: How to delete a receipt?
I get an error saying, "There are no items to receive when creating a receipt".
Please check if there's already a receipt in draft. Rather than creating a new one, submit this receipt.