How do you handle Short-Shipments?

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Bob Canham
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    We recently started an electronic invoicing process which is shining light on some difficult manual processes we had.  One of the ones that we're trying to figure out how best to handle is when a vendor sends us less product than is on their packing slip and invoice.

    In the manual (paper) world, when the invoice came in, it would sit on an AP staff member's desk until the credit and rebill came in.  At that point, they would enter just the original invoice and match it to the purchase order/receipt.

    This doesn't seem like a good way of handling this, so I am curious how others handle these types of discrepancies.

    Kat V
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    Posts: 1020
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      We have an invoice imaging system - it just automated the manual process you describe. Instead of sitting on someone's desk, it's electronically being held from Lawson waiting for the credit.

      We just recently had a consultant come in and review the chargeback process, our VPs are presenting to the CFOs to begin shortpaying the invoices - especially when it's a $5 line item.
      AndreaS4
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      Basic Member

        Kat, can you share the process you have? We are still holding the payment and are now talking about beginning to short pay, especially for our main distributor.

        Thank you!

        Kat V
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        Posts: 1020
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          Unfortunately, they did not choose to go forward with short-pay. We went through a ton of setups and then Cardinal suddenly couldn't do it after all.