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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Purchase Order Entry Q...
Microsoft Dynamics GP (Archived)

Purchase Order Entry Quandry

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Posted on by Community Member Microsoft Employee

Our company has undergone a recent shift to GP2015 and the person that was doing the Purchase Orders is no longer with the company. We are trying to get things ordered and have everything make sense, but we are having an issue with the look of the PO Entry screen. We drop in an item to order several times a week to a master PO and based on the ordering needs, backorders, etc and when we go back in to order when the purchase level is high enough to order from certain vendors, we end up double ordering sometimes as the item to be ordered is at the top of the PO Entry window and again near the bottom. Is there any way to organize the PO Entry window in alphanumerical order so we don't end up ordering the same thing multiple times? Any help would be appreciated as I can't seem to find anything to suggest this is possible.

FDJBrian

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  • Suggested answer
    Lisa at AonC.com Profile Picture
    Lisa at AonC.com 3,141 on at
    RE: Purchase Order Entry Quandry

    There is a PSTL tool for this if the PO is linked from SO (to match SO sort) but not one for stand-alone POs. 

    I agree that making changes to the window sort can have unexpected consequences.  I usually tackle this from a reporting perspective.  (For example, a SmartList or SQL Report that just requires the PO Number as a parameter/search.  Assign a keystroke to the report/SmartList and it is a pretty quick process to get the data sorted just like users need.) 

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Purchase Order Entry Quandry

    I was afraid of that. Thanks.

    Brian

  • Suggested answer
    KirkLivermont Profile Picture
    KirkLivermont 5,985 on at
    RE: Purchase Order Entry Quandry

    Hi Brian,

    In my experience trying to do any sort of reporting using an entry window is a ton of manual work and prone to error. In your situation I would create an refreshable excel report and use pivot tables to summarize your data per item.

    Once your report is created you can make changes in the transaction entry window, save, refresh your report and verify the totals.

    Regards,

    Kirk

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