I entered a PO (PO#001222) in Dynamics and the amount was $1,599.49
I posted two invoices to this PO by following this path:
>Transactions > Purchase Order Entry >Actions >Receive and Invoice the PO items
The totals of the two invoices was:
Invoice#1 $ 997.38
Invoice #2 $ 599.86
Total $1,597.24
PO#00122 Total -$1,599.49
Remaining Balance of PO $ 2.35
The PO no longer shows up on the list of PO’s when I follow this path and try to pull it up using the magnifying glass:
>Transactions > Purchase Order Entry
However when I try to see it using the following path it shows me the PO entry and both the entries from the invoices posted against it (please see screenshot below):
>Inquiry >Purchasing >Purchase Order Documents
As can be seen in the screenshot below, I have checked off “Open Purchase Orders” and the following is displayed:
My questions are:
I thought that the only time a PO will disappear from the list where I access PO’s using the first path (>Transactions > Purchase Order Entry) will only happen when the Total of the PO matches the total of the invoice(s) posted against it.
Can someone tell me how I can pull up this PO again so that I can post this remaining $2.35 which is outstanding against it?
Or is there a way to void one of the invoice entries (the second one for $599.86 as this is entered in a period which I have not yet closed) and enter a new amount that matches the remaining balance of the PO ($599.86 + $2.35)
And lastly, is someone able to tell me why this PO would show up when I follow the second path (>Inquiry >Purchasing >Purchase Order Documents) and check off “Open Purchase Orders” while it does not show up with the rest of the open purchase orders when I follow the first path and use the magnifying glass (>Transactions > Purchase Order Entry)?
Sorry for the long post but I hope this explains my problem well and we are very much thankful and appreciate everyone’s feedback.
Thank-you for reading this post.
Kind regards,
Reed
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