Block User from Over Receiving a PO Receipt

[amongeon]

We are using Concur to receive in our indirect PO Receipts. Essentially the Invoice associates to the PO, automatically routes to the Requisitioner. The Requisitioner will sometimes accidentally receive in a QTY greater then the ordered QTY. How can we prevent this from happening? I have tried with matching rules and have been unsuccessful since the matching rules are on the Invoice & PO not the Receipt.

[StacyH]

Hi @amongeon, 

Thanks for your question. If the vendor were to accidentally send 3 of an item instead of the 2 ordered, we would recommend that the user receive 3 for tracking purposes. Additionally, when ordering literature from a printer, the vendor could potentially over or under ship compared to the quantity ordered due to various reasons such as size of the printed item, quantity ordered, the paper selected, etc. This could be another legitimate reason the user may need to receive more than ordered on a PO. 

That said, if you want the user to either be prevented from receiving more than is on the PO, or if you wanted an audit rule to call your attention to the fact that the user received more than was on the PO, this would be something you could either submit as an improvement request, or you could vote up an existing improvement request on. To submit a new improvement request or vote on an existing improvement request, please visit the Customer Influence Website.