Hold PO Status: Not Enough Receipts
Encountering an invoice trapped in the "hold PO" status can be an anxiety-inducing experience, especially when it obstructs timely payments. This article aims to clarify these holds, providing guidance to facilitate the movement of invoices. Additionally, consider using this guide as a training resource for your colleagues to navigate similar situations effectively.
No Receipts or Not Enough Available Receipts
If you receive a message like the one above, it means that Nimbello is notifying you that there is not enough product received to proceed. In this situation, often you need only to wait for your product to be received and for the receipt file to be updated. Once the receipt has been exported to Nimbello, the invoice will automatically be approved and can continue through the workflow.
Let's take a look at the PO Details page. You can view this after going to Transactions and then Search PO (as shown below) -search for the PO number, and then click View Details. (Not shown)
In the below image you can see that we have a PO form showing that 1200 Gallons of paint were ordered at $11.50 per gallon. Given that the Receipt Number is blank, and the Total Quantity Received is also blank, the product does not appear to have been received yet.
There are few other "holds" that will bring to your attention issues that you may be required to review before an invoice gets paid. Among these are messages similar to "Quantity Received exceeds Quantity Invoiced". Nimbello cross-references the data from the Purchase Order Form with each item listed on the invoice. In order to ensure accurate processing, it is important that the quantity invoiced for each item is less than or equal to the quantity ordered. This requirement is similar to the one for receipts and helps to avoid any discrepancies or errors in the payment process.