When a bill is uploaded into EzzyBills we will extract the PO number from the bill. If an empty Catalog PO with this PO number exists in simPRO, we will fill the PO with the item lines on the bill.
Video: Fill/receipt an empty Purchase Order in simPRO (2 minutes)
1. EzzyBills will fill the empty PO with the lines on the bill
Screenshot 1: a PO that has been created in simPRO, but no lines were added to the PO Screenshot 2: the PO with lines - after EzzyBills filled the PO with line data from the bill
Note: If the EzzyBills Setting for the Advanced Options > Default Item Code is ”AUTO”, we will create the item codes if they are missing.
2. EzzyBills will create a corresponding receipt. The bill file is attached to the receipt (the PO will stay open).
Screenshot 3: a receipt created by EzzyBills Screenshot 4: the bill file was sent by EzzyBills to simPRo as an attachment to the receipt
Note 1: In this step, EzzyBills will set the PO status: Auto Adjust as “OFF”. This way, the PO will not be closed after the first invoice. It will allow multiple invoices to be processed against the same PO – see step 3 below.
Note 2: in the “Private Notes” field for the PO, we will write a note containing the EzzyBills DocID number for the bill, and the phrase: “EB:APPEND” (see screenshot below). With this, EzzyBills will know in the future that this was an empty PO and we can receipt multiple bills to this PO.
3. You can upload more bills associated with the same PO. The steps 1 and 2 above will repeat.
Note: Eventually, the PO will need to be closed manually by you.