Dear Microsoft Dynamics GP Experts,
I hope you are doing well. I would like your guidance regarding the standard procedures within GP for the purchasing flow, specifically the relationship between the Purchase Order (PO), the Purchasing Receipt (RCT), and the Purchasing Invoice.
We are currently integrating a WMS system with GP, and we want to ensure that the WMS follows GP’s rules and best practices, rather than modifying the standard ERP flow.
I have the following key questions:
- Is it mandatory in GP to register the Purchasing Receipt (RCT) before creating a Purchase Invoice linked to a Standard Purchase Order?
- In what cases does GP allow registering a Purchase Invoice before the RCT, and how are quantity reconciliations handled in such scenarios?
- If the WMS processes the Invoice first and then sends the Receipt data to GP, what impact would this have on accounting and purchase order reconciliation in GP?
- What is the ideal process within GP to ensure proper 3-way matching (Purchase Order - Receipt - Invoice)?
- How should an interface be structured to correctly register both the RCT and the Invoice in GP without breaking internal purchasing controls?
- Is it possible to create an RCT from a Purchase Invoice in GP? If so, what is the process, and in what scenarios is it recommended or should be avoided?
I would greatly appreciate your expertise and insights on these topics, as we aim to ensure that the WMS integration aligns with GP’s accounting and operational rules without affecting internal controls and auditing processes.
Any documentation, best practices, or references regarding Dynamics GP that you can share would be highly valuable.
Thank you in advance for your time and support.
Best regards,