PO invoice on a project

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Posted on by Samkh

Hi,

I have entered a PO invoice against a project and post it. When I try to go to project> related information> items tasks> I don't see an option where I can see the PO invoice.

If I try to go to Invoice proposal , the PO invoice line shows up. Is there a way to see the PO invoices pending on a project.

Thanks

Sam

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Ludwig Reinhard Microsoft Employee on at

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Hello Sam,

The item task inquiry should actually work. Have you tried updating your project form? Maybe there is an update or a filter set?

An alternative is the use of the committed cost functionality, which shows you pending project cost transactions in the committed cost form provided that the respective project parameters are active.

Best regards,

Ludwig

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Samkh 6 on at

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Hi Ludwig,

I have tried the same on USMF (contoso) and I have the same issue. I am attaching the screenshots. It's PO Invoice (without a purchase order).

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Ludwig Reinhard Microsoft Employee on at

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Hello Sam,

Can you double check that by creating a new project with a new PO?

I tested that in USSI and things worked.

Here are my screenprints

Do you have a cleanup job running that might clear/delete PO headers?

Best regards,

Ludwig

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Samkh 6 on at

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Hi,

I think the major difference is that you started with a purchase order.

For me I started by creating the PO invoice from pending vendor invoice, click new ...

My question is about PO invoices that are not initiated by purchase order.

Let me know pls if that still show under related information in project.

Thanks for checking

Sam

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Ludwig Reinhard Microsoft Employee on at

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Hi Sam,

I played around a bit with this feature but could not get the same result that you get.

As long as the purchase order is created with a link to the project, you should be able to see that purchase order through the 'related information-item tasks-purchase order' tab.

Can you share some additonal details how you created the PO and the pending vendor invoice?

Best regards,

Ludwig

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Samkh 6 on at

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Hi,

I go directly to Accounts payable>Invoices>Pending vendor invoices, where I enter a new PO invoice (not attached to any purchase order). Let me know... Thanks

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Ludwig Reinhard Microsoft Employee on at

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Hello Sam,

As long as the invoice is not posted you can't see the invoice and the costs directly. Yet, there is a 'trick'. The trick is activating the committed cost parameter. In addition the periodic committed cost periodic job needs to run. If this is setup you can see the pending invoice in the committed costs form but not through the item tasks one.

Best regards

Ludwig

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Samkh 6 on at

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Hi Ludwig,

Even after I post it , it still doesn't show on the project side. The first 2 screenshots I sent is for a posted PO invoice.

Thanks for checking...

Sam

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