Description
This video introduces a new Parts Watch feature that allows sourced sales orders for commercial accounts to be automatically finalized when the related purchase order (PO) is received.
Course Objectives:
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Understand how the new Auto Finalize Sourced Received Charge Invoices setting automates invoice finalization upon PO receipt.
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Learn the conditions and account settings that prevent automatic finalization of sourced invoices.
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Identify how invoice status changes throughout the sourcing and receiving process.
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Use the Sales Order Status Report to monitor and manage sourced orders that were not automatically finalized.
- And more