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Filter "Hide Goods in Transit" should also include invoices in Connect step

The feature "Hide Goods in Transit" seems very good, but we would like to hide also invoices in Connect step during the "Hide period". Today this only work if the invoice is in Analyze step.

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Petra Karlsson shared this idea  ·   ·  Report…  ·  Admin →

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  • Fredrik Johansson commented  ·   ·  Report

    Sorry to say that the functionality released in R90 still doesn't meet the requirements that this UserVoice has raised so it's prematurely closed...

    We, as well as the user mentioning M3, send in the PO only when there is a GR.
    So there are never any PO with missing GR:s and therefore the new filter options are useless.
    Simultanious PO/GR is not a new concept for MediusFlow, we've had it like this for 10 years now, so why completely ignore the fact that not all customers have the same setup?

    All we want is to be able to hide unconnected PO invoices for the number of days of "Goods in transit" that we have on the supplier.
    If an invoice is sent electronically when the goods leave the supplier and the delivery is expected to take 5 days, why should the invoice be visible and take attention from the user for 5 whole days?
    It can't be that hard to fix this with an extra checkbox in the filter options.

  • Paul Smit commented  ·   ·  Report

    Hi Medius,

    This will also be great for us. Maybe you can only hide invoices which were scanned on Head total, so that those invoices will be hided for goods in transit.

    Paul

  • Fredrik Johansson commented  ·   ·  Report

    Any updates on this?
    It can't be that hard to include a toggle for using this in Connect and/or Analyze steps.
    Apparantly there are a couple of ERPs that send PO data after the goods are received, so why this feature is released without that consideration is beyond me.

  • Anonymous commented  ·   ·  Report

    Hi,
    For M3 integrations we only import the PO's when they are goods received. So these orderbased invoices will therefore remain in connect step with status "PO not found", since the PO is not in MediusFlow until the goods have been recieved and the status of the PO been updated in M3. That's why it would be good to hide invoices in Connect step that have been marked with Goods in transit if the status is PO not found. These invoices will never end up in Analyze step since they will have no connection to the PO. It's a long list of invoices therefore in Connect step that the users would want to be able to hide if the supplier have been marked with X days for goods in transit. As long as it's an option the customer who wants to filter these invoice in Connect and/or Analyze can do so, and the others can choose to have them visible.

  • Adminkatarzyna.miodek (Admin, Medius Group ) commented  ·   ·  Report

    "Hide Goods in Transit" option is available only for invoices in the analyze step for now, because there are several reasons why an invoice was stopped in the connect step.
    E.g. when item number doesn't match or purchase order was not found or manual connection is needed, the AP user can handle this invoice. User can investigate why some information is missing and the process of invoice booking is not blocked.
    It was one of requirements from our other customers to not hide invoices in the connect step even if goods in transit period is set.
    However, we will wait for more feedback and extend this feature if needed.

  • Fredrik Johansson commented  ·   ·  Report

    Agreed!
    If we are waiting for the goods to be received, then they obviously aren't connected yet.