Updating the Unit Price of a Part Line from a Voucher

Updated on September 20, 2024

Users with the Accounts Payable role have the ability to update and the unit pricing of a part line when processing a voucher.

Selecting the Voucher

Reducing the Unit Price of a Part Line

Increasing the Unit Price of a Part Line

 


Selecting the Voucher

Navigate to the Accounts Payable role and select the Vouchers subtab:

 

Find the Voucher that needs to be adjusted and click on the View (eyeball) option in the Actions column:

 

After selecting View, the next screen will display the invoice on the left while details from the PO and Receipt are displayed on the right:

Please note that a receipts must be available to update the unit price for a line.  If a voucher does not have a receipt, No Receipt Available will appear:

 

 


Reducing the Unit Price of a Part Line

In the example below the Unit Price on the Invoice on the left for the item is $200.00:

 

The pricing within Prendio is $215.00 (added by the user when creating the cart):

 

Update the pricing for the item in the Unit Price field to match the reduced pricing on the Invoice:

 

Check off to the left of Receipt that the pricing is correct:

 

A popup will appear to confirm that the reduced unit pricing is correct. Click on OK to confirm the pricing adjustment or Cancel to return back to the screen with the original Unit Price:

 

Add any Tax or Freight amounts to the right to match the Invoice:

 

Confirm that the Invoice total on the right in Prendio matches the uploaded Invoice total on the left.

Uploaded Invoice Total:

Prendio Invoice Total:

 

Select Done, OK to Pay in the top right to create a Voucher:

 

The Voucher has now been moved to the AP Push in the AP Management role ready to Push to an ERP system or Export. The user will be brought back to the Voucher tab:

 

The Unit Price of the item will be updated on the PO in Prendio. Notes of the pricing adjustment may also be viewed in the Order History via Order Updates:

 


Increasing the Unit Price of a Part Line

In this example the Unit Price on the Invoice on the left for the item is $250.00:

 

The pricing within Prendio is $200.00 (added by the user when creating the cart):

 

Update the pricing for the item in Prendio to match the pricing on the Invoice:

 

Check off to the left of Receipt that the pricing is correct:

 

Add any Tax or Freight amounts to the right to match the Invoice:

 

Confirm that the Invoice total on the right in Prendio matches the uploaded Invoice total on the left.

Uploaded Invoice Total:

Prendio Invoice Total:

 

Select Done, OK to Pay, in the top right:

 

The PO will need to be routed through re-approval and a popup will appear:

 

Select OK to send the PO back through approvals and add a reason. Submit once complete:

 

The approval path will appear. Select Submit to route the order back through approvals.  Please note that sending a PO back through re-approval is for the new PO Total, not just the difference.  The original approvers for the PO will be included.  Additional approval may be required depending on the company's approval workflow:

The re-approval process will start and Prendio will route the user back to the Vouchers tab:

In the Vouchers tab, the Status for the PO will show Awaiting PO Update:

 

Once the PO clears re-approval, the Status will return to Pending and the user can access the voucher details by clicking on view (eyeball) in the Actions column:

 

The details of the voucher are shown and the unit price will reflect the new pricing:

 

Check off that the receipt is correct:

 

Add any Tax or Freight amounts to the right to match the Invoice:

 

Confirm that the Invoice total on the right in Prendio matches the uploaded Invoice total on the left.

Uploaded Invoice Total:

Prendio Invoice Total:

 

Select Done, OK to Pay, in the top right:

 

The Voucher has now been moved to the AP Push in the AP Management role ready to Push to an ERP system or Export. The user will be brought back to the Voucher tab:

 

The Unit Price of the item will be updated on the PO in Prendio. Notes of the pricing adjustment may also be viewed in the Order History via Order Updates: