[IUG] reconciling invoices to purchase orders

[Marlene Pelyhes <Marlene dot Pelyhes at mentorpl dot org>]

Hello

I am new to the Mil2007  Acquisition Module.

Our Fiscal Officer would like our technical services workflow to include a physical
 check off of items received against the appropriate purchase orders.

We are using B&T TS3 and many times a box of books can include 10 books
with a paper invoice from 10 different carts and those 10 different carts could
be included in several library purchase orders.   I am still awaiting my first
electronic invoice from B&T and we will have a period of time where we will
get paper invoices and e-invoices

In any event, how does your library reconcile received items from Mil to the
library purchase orders?  How do you know when to tell the Fiscal Officer that a
PO is completed and needs closed.  How do you make sure a double invoice
is not processed?  We received an invoice from a book vendor for books that
were already invoiced on a different invoice number and ended up
cutting a second check for the same books.  The book vendor returned the check.
However,  our Fiscal Officer wants Tech Services to make sure we do not send a
duplicate invoice to her again.

Thanks

Marlene Pelyhes
IT and Technical Services Manager
Mentor Public Library


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