Report Type - Invoice Items Pending Receiving

  • Updated

The Invoice Items Pending Receiving report is a critical tool for accounts payable and receiving departments. It identifies potential "bottlenecks" where an invoice has been received from a supplier. But the corresponding items have not yet been marked as "Received" in the system.

 

Purpose of the Report

  • Identify orders that require internal follow-up to confirm delivery.
  • Assist in month-end accruals by identifying liabilities that have been invoiced but not yet officially "received."
  • Streamline the matching process by highlighting missing receipts.
  • Sample report: Invoice Items Pending Receiving Example

 

Best Practices

  • Weekly Audits: Run this report weekly to ensure your staff is staying on top of "Desktop Receiving," which prevents delays in supplier payments.
  • Filter by Date: Use the Invoice Date column to prioritize the oldest pending items first, as these are most likely to affect payment terms and discounts.
  • Communication: Use the Buyer Name and On Behalf Of columns to contact the relevant staff members and prompt them to complete the receiving process in Unimarket.

 

Included Columns

Column Name Description
On Behalf Of The user for whom the order was placed.
Order Number The unique identifier for the Purchase Order.
Order Date The date the original PO was created.
Order Type The category of the order (e.g., Standard, Blanket).
Buyer Name The primary user associated with the order.
Supplier ID / Name The registered vendor information.
Invoice Number The specific invoice associated with the pending items.
Invoice Line Number The specific line on the invoice awaiting a receipt.
Amount / Currency The financial value of the pending line item.
Invoice Created Date When the invoice was entered into Unimarket.
Invoice Date The date printed on the physical invoice.
Creator The user who entered or uploaded the invoice.
Supplier Created Indicates if the invoice was submitted via the Supplier Portal.