Announce number of open receipts on the two tabs in the Receiving app

Preface

Having approx. 400 work orders processed on monthly basis, such would become 6,000 work orders (WOs) on yearly basis. Having at least one purchase order (PO) per WO, approvals and followed by receipts the GL Account Owner (GAO) must allocate noticeable time per month to manage such.

Benefits from having this idea become reality

In Sund & Bælt for the past 12 months we have had more than 6,000 receipt processes. A receipt process is defined as a GAO enters the Receiving app and does one or more receipts on Material PO lines and/or Service PO lines. More than 95% of all receipt processes are done by 24 GAOs. In context of the elaboration in next section “The (irritating) issue this idea will remove”, in average each GAO has almost 240 times a year looked at both tabs in the Receiving app to find out whether Materials or Services are ready for receipts.

From above, it might look as it’s not that much extra time spend. Feedback from user surveys tell differently and especially the irritation is huge.

The (irritating) issue this idea will remove

A repeatedly and annoying task on every single receipt is that the GAO has to check whether open receipts exist on the Service tab and/or on the Material tab. There is no indication when entering the Receiving app.

This trawling for open receipts each time the GAO enters the Receiving app costs many hours when we look company-wise throughout a year.

Please find elaboration in attached document.