I was working in Viewpoint up until January of this year and we did not use the "receiving" function. Instead, we used an invoice approval process. It was the better option for that company because the POs were so often issued for approximate amounts. Instead of doing a receiving on each PO, AP would enter the invoices against the POs and a workflow would route the entry to the appropriate approver. The approver (PM) did a quick comparison of the invoice to the PO and verified any questioned "receipts" with the filed person who would have received the goods then either approved or rejected the invoice (with notes), made the needed adjustments to the PO (you only need to adjust the PO if it is an increase to the value because anything left "un"invoiced can be auto adjusted when the PO is closed). Once approved, the invoices are posted by batches.
Feel free to reach out if you have questions about this option. I was involved in the implementation and the pros/cons are fresh in my mind.
Eileen Cigala | DPR Construction | www.dpr.com 222 N. 44th Street | Phoenix, AZ | 85034 o: 602.808.0500 | m: 480.721.8066 We Exist to Build Great Things.®
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