Additional information on the no receipts rule.
Rule Overview
This rule is similar to the multiple quantity match found rule however, it is for the opposite reason. If the invoice could not pair due to there being no quantity received on any PO Line, then the invoice will hold in this rule.
When this rule holds, it will perform a check against a preset Hold Override Days value. If it is within the date range, then the invoice will direct to the Hold Override User. Otherwise, the rule will go to the listed direct to user.
Also, the standard comment, "PO Line <#>, Not enough available receipts" will be posted to the invoice audit log.
See our article on How do I route PO Invoices?
Note: This rule is rarely disabled since so many other purchase order rules require a valid purchase order to run in Nimbello.
How to Clear This Hold
This hold is directed to a user, but this is more for their information. This hold is cleared automatically when a new receipt file updates the list of open receipts in Nimbello to allow the invoice lines to match to new receipts coming in.
Rule Configuration
The set up and configuration of these directed to rules are generally held by Nimbello staff as they affect critical workflow of the portal. This section is just to provide an understanding of the available configurations.
Please reach out to Nimbello Support for assistance updating these values.
Hold Override Days
This value is a configuration that creates a date range between the invoice date + a number of days equal to the Hold Override Days value.
Hold Override User
This is a user that is able to review invoices that are in the no receipts hold before they are sent to the designated directed to user. This configuration is optional. No user needs to be selected here to allow time for the item to be received.