All Purchase Orders History

(0) Share

Report

Posted on by Community Member

Good day,

I'm currently working out of AX 2012 R3 and I'm trying to find a report or inquiry that would allow me to create a list of ALL the Purchase Orders executed in AX. This would include POs that were simply started by clicking on the "New Purchase order" button but then cancelled without following through the creation process.

This is necessary to present to auditors.

The scenario would follow this:

1. The last PO in the system is PO35.

2. A user clicks on "New Purchase order" which generates number PO36 but then clicks on Cancel on the "Create PO" screen.

3. The next user to click on "New Purchase order" would create a PO with number PO37 and follow through the creation process.

4. The Purchase orders list would show PO35 and PO37. PO36 would not appear in the list.

I'm attempting to see all Purchase orders from PO1 to PO37 which were ever generated in the system, regardless of status.

Any assistance on this matter would be greatly appreciated.

Regards

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (1)

Community Member on at

Like (0)

Report

RE: All Purchase Orders History

Thanks for the feedback.

Regards

Was this reply helpful? Yes No
Verified answer

Vilmos Kintera 46,149 on at

Like (0)

Report

RE: All Purchase Orders History

We are not too sure on what information you want to get.

If my understanding is right, you could do the following to pull the unused POs list.

Since all of your created purchase orders with their PurchId is going to be in the PurchTable (as far as I know there is no cleanup for this module for the invoiced entries), all you need to do is to open the AOT, table browse the PurchTable, then copy-paste it to Excel. Alternatively you could just write a select statement in SQL Server against your AX database and return the PurchTable.PurchId column and dump it again to Excel.

Leave only the PurchId column, and with the same formatting create another column but this time with the whole sequence from PO1 to PON (where N is the maximum number consumed).

Then you could just Excel conditional formatting to highlight the entries, which are not present in your actual PO list, and provide that for the auditors that those are the number sequences which were not consumed, the rest are valid POs.

www.excel-easy.com/.../compare-two-lists.html

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: All Purchase Orders History

Hello,

They are not deleting them per say, they just are not following through with the creation process.

Therefore the number sequencing is thrown off and it "appears" that POs have been deleted.

These missing numbers would be required to present to auditors.

Regards

Was this reply helpful? Yes No
Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

RE: All Purchase Orders History

Hi,

Are your purchase managers deleting purchase orders that they created but that are not needed?

The alternative would be using the 'cancel' functionality, which does not delete the PO but rather changes the status only.

If your colleagues deleted the POs not needed there is no way how you can get this info out of the AX Client except probably through the database protocoll if it is applied to this table.

Best regards,

Ludwig

Was this reply helpful? Yes No