Scenario
A user wanted to identify Vendor Bills that were created before the related Purchase Orders were fully received.
The business needed a way to track situations where billing occurred in advance of item receipts to improve purchasing controls and monitor receiving and billing timing differences.
Solution
A Transaction Saved Search can be created to identify Vendor Bills whose originating Purchase Orders are still in a Pending Receipt status.
Create the Saved Search
- Navigate to: Reports > Saved Searches > All Saved Searches > New
- Select Transaction as the search type.
Criteria Tab
Add the following criteria:
- Type = Vendor Bill
- Main Line = True
- Created From : Type = Purchase Order
- Created From : Status = Pending Receipt
These criteria identify Vendor Bills linked to Purchase Orders that have not yet been fully received.
Results Tab
Add the following fields:
- Document Number
- Name
- Date
- Amount
- Created From
- Created From : Status
This search helps monitor Vendor Bills created before item receipts are completed.
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