2.1.4.8.2.1. POs & Invoices Processed Entirely in Sage 300 CRE
Purchase Orders and other types of Accounts Payable invoices are entered into Sage 300 CRE directly. This may include POs from Service Management and Residential Management as well.
You may be able to do the following:
1. Enter some or all A/P Invoices directly into Sage 300 CRE rather than TimberScan.
2. Post invoices from the PO module, Service Management PO Module and RM PO Module into AP.
TimberScan has a method of knowing which invoices need to be imported from Sage 300 CRE.
The workflow is to scan the invoices into TimberScan and upload the new Sage 300 CRE invoices into the TimberScan system. Since that order of invoice images and invoice data may not be the same, TimberScan provides a simple matching routine. Once the invoices are matched they will flow to the right approvers. There is no need to do data entry.
To differentiate between approved and unapproved invoices TimberScan utilizes Sage 300 CRE’s approval feature. Invoices entered or posted from the various PO systems will be flagged as unapproved in Sage 300 CRE. TimberScan will automatically mark invoices approved in Sage 300 CRE after the final approval process when TimberScan posts to Sage 300 CRE. This will insure that only approved invoices get paid. TimberScan will also attach the image and all supporting documents during the posting process. This documentation will show you how to use this feature.
This feature also provides a new method of extracting data from the various Sage 300 CRE PO modules. This method supports AP invoices posted directly to Sage 300 CRE. The original method of processing POs still works. With the original method one had to be very careful not to post the PO invoices to AP because an error could lead to duplicate invoices. The new method eliminates this problem. Invoices from the PO systems rarely require coding changes. If frequent changes to the coding are anticipated then the original PO method should be considered. The main disadvantage with this method is that invoice data cannot be changed in TimberScan. All changes need to be changed at its source, Sage 300 CRE.
The new method is the only option available for clients using the RM PO module.