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Overview

Excerpt

Additional Charges can be added/edited directly on the PO Reconciliation screen in case these were not added when the PO was originally created.

Keep in mind that Komet Sales allows you to manage the columns shown on the PO Reconciliation screen. This way you can add the Additional Charges column to view it, as well as others, by clicking on the gear settings icon.

Warning

Only Procurement, Accounting, and Admins roles will have access to this screen. Also, selecting the "Allow invoices approval from reconciliation screens" user option is required for a user to be able to submit approvals on this screen. This option can be set from Set Up > Users > Edit > Options.

Instructions

To get started, follow the steps below:

Ui steps
sizesmall
Ui step

Go to A/

P

P >

PO

 PO Reconciliation.

Click on the
Ui step

 Click on the Gear Settings Icon

next

 next to the Search button as shown in the image below.

Ui step
The 

 The Default Columns window will pop up. Select the "Additional Charges" column and Click on Save.

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Ui step

The "Additional Charges" column will be displayed on

the

the PO Reconciliation Screen. 

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Ui step
The

 The user will be able to see the additional charges when clicking on the magnifying glass in the "Actions"

column to

 column to see detailed information for that purchase order. 

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Panel

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
cqllabel in ("additional-charges","purchase-orders")
labelspurchase-orders, additional-charges

Info
titleAdditional Charges Processing

The system takes a moment to process additional charges. This is important since the system will prevent Sending POs if additional charges are still being processed.

 

 

Info

Updating additional charges will be blocked once the Vendor Invoice Status of the PO is set to "A" (Approved). If the Vendor Invoice Status is "A" the system will show the error message displayed on the image below.

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