In ProcureDesk, when a receipt is missing during a 3-way match, it is typically sent to the order contact. However, in certain organizations, a central receiving department is responsible for receiving items. To accommodate this workflow, we are introducing a new setting that allows for central receiving.
What is a 3-way match?
Three-way matching is a process in procurement where the purchase order, goods receipt, and supplier invoice are compared in ProcureDesk to ensure consistency before the payment is made.
Prerequisites
Admin access to the ProcureDesk account.
Step-by-Step Instructions
Step 1: Access Company Settings
Navigate to Configurations.
Click on Central Receiving (under "Other Settings").
Step 2: Enable Central Receiving
Look for the new setting called "Activate Central Receiving."
Check this setting to activate it.
Step 3: Select Receipt Request Contact
Select the appropriate user from the dropdown who should receive the receipt request.
Impact on 3-Way Match Process
If the "Enable Central Receiving" setting is checked, the receipt request email will be sent to the selected central receiving user, rather than the order contact. This streamlines communication and ensures that the central receiving department is notified directly.
FAQs
What happens if I don’t enable central receiving?
If the setting is not checked, the receipt requests will continue to be sent to the original order contact.
Can I change the contact selected for receipt requests later?
Yes, you can modify the selected contact by accessing the same setting in the company settings.