How can I create a free-form invoice for Bed Bath & Beyond if I don't see that option in my drop-down list?

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  • Updated 6 years ago
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andrea

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Posted 6 years ago

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Hannah, Alum

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Good morning, Andrea! Great question. Some retailers do not have a "free-form invoice" built out, however, their invoice is "free-formable". To access it, simply click New Document to the left of your inbox, select Bed, Bath, and Beyond from the drop-down menu, then click Send to the left of the Invoice. You will see a list of available POs pop up. To send a free-form invoice, click Reply at the bottom of the window without selecting a PO. This will load a blank, or free-form, invoice. Please let me know if you have any trouble locating this!
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James Stauffer

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Should we always have an entry for "free-formable" versions of forms in Next Steps?
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Hannah, Alum

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Hi James! Next Steps is available off of a source document, so without a PO she would use New Document for a free-form document.
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James Stauffer

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Hannah, good point. :-) Should we make it more obvious by including a note in the form selection list?
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Christina Wales

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Is this option available for all trading partners?

If I follow the above instructions (click new document, choose a vendor from the drop-down, click send next to the invoice, and try to click reply without choosing a PO), I get an error message that says "To take the selected action, you must choose at least one document from the list."

This is the case for all of our vendors except Walmart USA, which has the built-out free-form invoice as an option. Am I doing something wrong, or did our mix of vendors happen to decide not to allow submission of invoices without POs?
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James Stauffer

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That is not available for all forms.
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Christina Wales

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Thanks. I just saw Hannah's reply to another post that said it's not allowed by all vendors.

Bummer.
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Sarah

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Christina,

Is there a certain trading partner/form you are inquiring about? I can check to see if it is an option to enable free form editing for you.
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Christina Wales

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All of the iterations of Grainger (Grainger, Grainger Parts, Grainger Sourcing) and Walmart Store Planning would be great. Invoicing is the main area we'd like to be able to free-form. We would only use it on rare occasions, but it would make our AR team very happy.
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andrea

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Thanks for the help, Hannah, it worked and I'm so glad!!
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Hannah, Alum

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Fantastic! Great to hear, Andrea.

Christina- I will check into Grainger divisions as well as Walmart Store Planning to see if they allow for free-form invoices.
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Hannah, Alum

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Hi Christina! I looked into Grainger/Parts/Sourcing and Walmart Store Planning's invoices and unfortunately they are not free-formable. They do require a PO or ASN as source documents for the invoice.