Purchase Order on Hold

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Posted on by Community Member

Hi Axperts,

Is there any way that we can put POs on hold?

I know we can put the Invoices related to the PO on hold to hold the payments to be processed. But in my scenario, it is still an open order. We havent received anything and havent invoiced anything. We are waiting on some inputs to take this PO forward. But in the mean time i dont want to delete this PO or for it to show up on my Open Order Report. Please let me know if anyone has had a similar requirement before and if there is an OOB solution for the same. I do not want to customize because this is not a frequently occurring scenario.

Thanks ~ Nidhi :)

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reachnaidu 890 on at

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I think we cannot hide a Purchase order from being shown in the purchase order form, how ever we can control the status of the PO (not to be editable) by implementing the workFlow which is again a overahead for this rare scenario.

The other option is creating a Planned Purchase order and firming it once the vendor agrees upon it.

May be others have more inputs to it.

Thanks

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Pranav Kumar on at

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Have you tried changing the PO type as Journal. Thats one of the purpose of PO type as Journal, it doesn't have impact. Once the purchase negotiation is complete, you can change the status to Purchase order and confirm it.

The other option can be purchase inquiry. This means the PO is in inquiry status (some clarification from vendor related to delivery or pricing is underway).

The above 2 options are simple and standard.

Pranav

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reachnaidu 890 on at

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The right approach would be Creating the base purchase agreements for the specific vendor with all the items and unit prices, quantities and you can release the Purchase agreement to create a purchase order with giving the exact quantities that is required for the purchase order. I was confused withe my earlier post about hiding.

Thanks

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Community Member on at

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Hi Pranav,

Purchase Inquiries are the best option. I tried it in Staging and filtered my Open Order report for 'In External Review' Approval Status and it didnt show up the orders.

I could also print the inquiries and send it to my Vendor.

I know i cant do anything about the orders which are already Confirmed but still Open Orders but i think we can employ the Inquiries functionality going forward.

Thanks a lot. :)

~ Nidhi

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Community Member on at

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Hi Sree, I want to be able to print the PO so that i can send it to the vendors as well.

Planned POs doesnt give me that option. Hence we did not go ahead with that.

Thanks ~ Nidhi :)

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Community Member on at

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Hi Sree, Thanks a lot for your inputs. I am going to try this in Staging for our long term goals so that it makes life easier.

Thanks a lot ~ Nidhi :)

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