Procure to Pay
Approve Transaction When the Next Approver Is Unavailable for SuiteApprovals
User may need to approve the transaction (e.g. Purchase Order) instead of the Next Approver in case that he/she is not available for approving. Even Administrator cannot approve the transaction manually.
Delete an EFT Batch from Electronic Bank Payments
User needs to delete the EFT Batch Payment.
Bulk Approving Vendor Bills With Standard Vendor Bill Approval
After you enter vendor bills, any bill with a status of Pending Approval or Rejected must be set to Canceled or Approved. To save time, you can run a bulk process to approve many vendor bills at one time.
Pending Approval Vendor Bills Missing in the Approve Bills Page
User cannot find the Pending Approval Vendor Bill at the Approve Bills page.
Use Last Purchase Price for Item Amount in Purchase Order Creation
The user aims to have the Last Purchase Price as the Item Amount when generating Purchase Orders for their items, rather than the Purchase Price.
Approving Vendor Bills With Standard Vendor Bill Approval
When you use standard approvals for vendor bills, you must approve or cancel vendor bills you enter. Bill approvals can be handled on individual transactions or in bulk.
Vendor Bill Related Records Show Payments Have No Document Number Detail on Number Column
Scenario
Purchase Order Record Getting Stuck in Pending Approval Status using SuiteApprovals
A Purchase Order record enters the SuiteApprovals workflow. After clicking Approve button by final approved, Approval Status is not changed from Pending Approval to Approved but under Approval History tab, status is Approved. Root Cause is a concurrency issues (i.e., concurrent approval actions) and intermittent issues in the script which updates the transaction records' Approval Status field.
Edit Button Missing at the Bill Payment Batch of the Electronic Payments
User cannot Recreate nor Reprocess the Payment Batch as Edit button is missing at the Bill Payment Batch page.
Re-Bill Items from Purchase Order that were Previously Cancelled
Scenario
Solution
2. ClickItemstab
3. Remove the lines that have a cancelled Bill record
4.Re-input the items and other details
5. ClickRelated Recordstab
6.Item Receipt: ClickEditon the related Item Receipt
7. ClickAction
8. ClickDelete
Note:Retain the Item Receipt record for the correctly Billed item
9.Go back to the Purchase Order record and clickSave
10. ClickBill
Remove or Delete Bank Details on Electronic Bank Payments
There are two ways to disassociate a bank detail from the vendor record. You can either remove their link, or delete the bank detail record itself.
Create a Single Purchase Order from Multiple Order Requisitions
A user needs to create a single Purchase Order from multiple Order Requisitions
Save Vendor Bill with Error: Invalid Account reference key xxx for entity xxx
There are two scenarios that could trigger the error:
Update Status of Closed Purchase Contract
User needs to update a Purchase Contract but it is already Closed.
Purchase Requests
A purchase request is a transaction that records a purchase that needs to be made. The request details the item needed and the anticipated price of the item. When the purchase request needs to become a purchase, the request must be converted into a purchase order.
Removing Credits From Deleted Vendor Payments
It is important to understand that deleting a vendor bill payment or a customer payment does not automatically unapply credits that you have applied. If you need to delete a payment that includes bills or invoices with credits applied, you must open each credit and unapply it separately.
Missing Items when Receiving Purchase Orders
When trying to receive purchase orders, some or all of the line items may not appear on the item receipt form.
Show Due Date Field on Vendor Bill Saved Search
The steps below is to create a Custom Date Field that will capture the value of the StandardDue DateField which can then be added on theTransaction(Vendor Bill)Saved Search.
Cost of Sales Adjustment on Bill Credit
Cost of Sales Adjustmentis not always equal to the amount ofItemsbeing returned in theBill Credit.