SIMBA: Identify Invoices Blocked Due to Missing Goods Receipt

The purpose of this article is to provide instructions on running a report on Blocked Invoices with no Goods Receipt

A goods receipt (GR) actualizes an expense against your budget. Until the goods receipt is completed, the PO line items are reflected as encumbrances against your budget. 

Invoices entered by Purchasing AP against purchase orders are validated as part of SIMBA's three-way match: Quantities and pricing on a PO are compared to quantities indicated on the goods receipt and pricing indicated on the invoice.

When a PO invoice receipt exists without a goods receipt, the vendor invoice is blocked for payment. This block should not be removed until the goods receipt is performed. This article details the steps to run a report to identify invoices already blocked for payment due to a missing goods receipt.  

Note: To identify missing goods receipts, refer to the Identify Missing Goods Receipts or Invoice Receipts knowledge base article.

Generate the Blocked Invoice No GR Report

1. Select the Blocked Invoice No GR Report tile in SIMBA.
   
   
2. Click the Settings icon at the top of the report results section.
   
   
   
3. In the View Settings dialog, choose the business area you want to use when filtering and grouping the report results.
   
   
   1. select the Business Area check box in Columns.
   2. Click the OK button.
      
      

Report Results

The items listed in the report are invoices that have been blocked for payment due to a missing goods receipt. Click a linked document number to view the document.