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Tech and Ideas: PO Payments Table All Invoice Payments Table New Fields for Receipts Table Receipt Splits Other pages for recording receipts (Please see scan in photo gallery) Other free papers form 4/7/2008 - Create a new expense/receipt or check request (automate payable) - Check the total against the sum of the line items if match, don’t record as payable. If sums don’t match, record as payable. - Set up a watch on the add/edit payments page for completion. - Need a new field so that I can watch for a payable Payables – ideas PO’s: - Need to tie to expense/receipts and/or check request - Possible multi payments of multi expense/receipts - Need to track some aging - Need to add requisition options - Entire flow and process need to be looked at - Current flow: o Create main and mark received o Add line items of what you actually have o Adjust main if needed o Verify PO - Possible flow: o Create main as actual or requisition o Assign line items and quantities depending on PO type o If req, submit for approval. If normal, same as current flow o Makes order o Once order arrives, stock in items with actual prices and quantities o Verify PO - Need some new dates and flags for PO’s (PO types and states) requisition date, approval date, order date, arrival date, received date - Need shipping info (type in field) whatever |