Alert to notify of RTV receivers that are unvouchered after Variable W days.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert notifies the appropriate team members when items on a Return to Vendor (RTV) receipt have not been vouchered within a specified number of days. Its main goal is to help ensure that vendor credits are processed in time to take advantage of any available discount terms.
Please note that this alert only applies to unvouchered RTV receipts. It does not include unvouchered receipts from Purchase Orders.
Run Schedule: Monday Mornings
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Days Unvouchered - Enter the number of days for the receipt to be unvouchered to trigger the alert. The default value is 5.
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Alert Functionality
Alert Functionality
1. The alert is checking for RTV receipts where the uninvoiced amount (Unvouchered) is greater than zero and the create date for the receipt is more than Variable W days from the date the alert runs.
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Best Practices & Tips
Best Practices & Tips
1. The RTV receipt is intended to be linked to a purchase order credit memo. This connection ensures that the credit is properly applied to the Accounts Payable account. Maintaining this RTV to Credit Memo link allows the alert to accurately track and report credits received from vendors for returned items.
2. For more details on how to create RTV orders, see the documentation here on best practices.
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Related Alerts
Related Alerts
ID51 - Unvouchered Receipts > Variable W Days
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