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 Pay > 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 Pay > order related to the exception.
Click on the order number to open the order details.
3. Create a Receipt
On the Purchase > Orders > Select 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.