faq:incorrect_receiving

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faq:incorrect_receiving [2023/10/01 22:08] – [Stock of an incorrect item was recorded as received] Mark Gloverfaq:incorrect_receiving [2025/01/03 00:14] (current) – [The stock was recorded as received with the incorrect price] Mark Glover
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   * Stock of an incorrect item was recorded as received   * Stock of an incorrect item was recorded as received
   * The stock was recorded as received from the incorrect supplier   * The stock was recorded as received from the incorrect supplier
-  * The stock was recorded as received from the correct supplier, but against the wrong PO+  * The stock was recorded as received from the correct supplier, but with the incorrect price.  This can include receiving the stock from the correct supplier, but off the wrong PO.
  
 These can all be corrected. These can all be corrected.
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-===== The Stock was Recorded and Received with the Incorrect Price =====+===== The stock was recorded as received with the incorrect price =====
  
-Example: //Confirm the price of Paracetamol on the Purchase Order and your invoice. It doesn't match. Invoice price is $1 per amp and Purchase Order is showing $2 per amp. Please redo invoice and submit again.//+Stock can be received from the correct supplier, but with the incorrect price.  Possible reasons for this include: 
 +  * The price in the original PO is 'wrong' 
 +  * There is more than one PO containing the item for the supplier, and the wrong PO (with a different price) was selected when receiving the goods.
  
 If stock of an item was recorded as received, but with the incorrect price, do the following: If stock of an item was recorded as received, but with the incorrect price, do the following:
  
-  * Adjust/Amend the price on the Purchase Order as required +==== GR+SI receipts ==== 
-  * Communicate this adjustment with supplier + 
-  * Supplier to adjust the price on Supplier Invoice+When a purchase order (PO) is used in the procurement process, then the price is set by the PO.  If the PO price was 'wrong', then the corrective actions should be governed by organisational policies and procedures.  If your organisation and the supplier have agreed that the price was wrong, and needs to be changed, then there are two approaches, an auditor recommended approach and a method that is not recommended by auditors. 
 + 
 +<WRAP center round alert 60%> 
 +Be sure that whatever method is used complies with your organisations procurement policies 
 +</WRAP> 
 + 
 +<wrap em>The Auditor recommended method:</wrap>  Cancel those lines on the PO and create a new PO 
 +  - Return the affected items on the current SI (refer to [[faq:incorrect_receiving#too_much_stock_was_recorded_as_received|Too much stock was recorded as received]] above) 
 +  - Create a new PO for the affected items with the correct price 
 +  - Receive the corrected stock as normal. 
 + 
 +There is another method that is <wrap em>not normally acceptable to auditors</wrap> as it involves amending historic transactions rather than creating new transactions to correct the mistakes in historic transactions.  It is included here only because some mSupply using customers choose this method and request assistance with it.  This method involves amending the historic PO and SI: 
 +  - Amend the prices on the historic PO - refer [[purchasing:ordering_from_suppliers#editing_purchase_order_lines|Editing purchase order lines]] 
 +  - Amend the prices on the SI - refer [[receiving_goods:supplier_invoices#editing_lines_on_a_supplier_invoice|Editing lines on a supplier invoice]] 
 + 
 + 
 +==== SI only receipts ==== 
 + 
 +Even if a purchase order (PO) was not used in the procurement process and the price on the original paper supplier invoice turns out to be 'wrong', then the corrective actions should be governed by organisational policies and procedures.  If your organisation and the supplier have agreed that the price was wrong, and needs to be changed, then, as above, there are two approaches, an auditor recommended approach and a method that is not recommended by auditors.
  
-Our public docs for '[[receiving_goods:supplier_invoices#editing_lines_on_a_supplier_invoice|Editing lines if stock has been issued]]' demonstrates how to edit the stock line and adjust the price accordingly.+<wrap em>The Auditor recommended method:</wrap>  Return the incorrectly priced lines on the SI and create a new SI 
 +  - Return the affected items on the current SI (refer to [[faq:incorrect_receiving#too_much_stock_was_recorded_as_received|Too much stock was recorded as received]] above) 
 +  - Receive the corrected stock on a new SI as normal. 
 +There is another method <wrap em>that is not normally acceptable to auditors</wrap> as it involves amending historic transactions rather than creating new transactions to correct the mistakes in historic transactions.  It is included here only because some mSupply using customers choose this method and request assistance with it.  It involves amending the historic SI: 
 +  - Amend the prices on the SI - refer [[receiving_goods:supplier_invoices#editing_lines_on_a_supplier_invoice|Editing lines on a supplier invoice]]
  
 \\ \\
  • Last modified: 2023/10/01 22:08
  • by Mark Glover