Settings and activity
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Fiona Collins
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22 votesFiona Collins
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An error occurred while saving the comment Fiona Collins
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@Xero - it is completely ridiculous that this basic quantity matching/GRN process STILL isn't available in basic Xero after all this time. It is the underpinning of any business that buys and sells stuff.
I'm not working with particularly high purchasing volumes at the moment, but in case it helps anyone else (in a non-internal controls critical environment, because Xero wouldn't actually pass the process to not accidentally receipt/pay suppliers twice due to the lack of this feature), the slightly cruddy workaround I'm using at the moment for no GRN matching, no PO value reduction once receipted & no GRNI is as follows:
Supplier sends 15 of 20 items.
Copy PO1234 20 items to PO1234-A
Select PO1234 & reduce quantity to 15 to match what was delivered
Copy to bill
If not invoiced, save as draft & draft invoices become the GRNI list at month end to accrue
If invoiced, drag pdf from supplier in to bills screen & approve (note 2nd feature request here Xero - complete PITA that supplier bill can't be emailed to the Xero bills@ email to make a draft bill and then MATCHED to the relevant PO!)
Go back into the copied PO1234-A and delete the line items received, so a PO still exists showing the remaining 5 items yet to be shipped from supplier, and still referencing the PO number they will quote when they deliver, but capturing the fact the rest has already arrived & been invoiced etc.
Should it be this hard? NO
Is it effective as a work around? Just about - but it's a terrible use of time & resource & god forbid the phone goes when you're part way through copying & deleting lines & whatnot.
Would it work for higher volume of POs/partial deliveries? NO it would be a complete flipping nightmare trying to track things like this at scale.
JUST ADD THE FEATURE TO RECEIPT LINE ITEMS, CONVERT THEM TO BILL AND RETAIN ONLY THE UNRECEIPTED LINES ON THE PO.
It's not even like it's a rocket science bit of coding, given all the unnecessary screen layout twiddles & bells & whistles that have been released lately.
Can Xero just go back to getting the BOG BASICS sorted out please?!? Thank you!