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How to add a note to a self-service receipt that will be carried to the invoice team

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edited Nov 15, 2021 2:44PM in Inventory Management 2 comments

Summary:

How to add a note in a self-service receipt that can be consulted by the payables during the invoice creation.

Content (required):

Hi everyone,

My client have a requirement to be able to add a note during a self-service receipt that can be accessible to the payables / invoice team when creating an invoice for this receipt. This aims to reduce the questions in case of discrepancy for the invoice matching or for specific instructions for the invoice.

We don't even seem to be able to access the receipt or purchase order from the invoice tab, so if we add notes or documents to the receipt, they don't appear in the invoice tab. I know I can produce a report, but if there is a better way I'd love to hear it.

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