Once GRN gets done for the PO, Purchase order still shows us in released state in purchase order list not going automatically in archive or closed.
We want that to be closed / invoiced status so that we can have a clarity that the particular purchase order need not to be worked again this creates a huge list of open PO’s that becomes difficult to differentiate that which one is closed and which one is open.
If you invoice from Purchase Invoices, using the Get Receipts option. You need to run Deleted Invoiced Purchase Orders, you can run as often as desired.
If you invoice from the Purchase Order itself, the Purchase Order will stay open until Quantity, Quantity Received and Quantity Invoiced all match exactly.
Open the page "purchases & payables setup" and look for the tab "archive".
Here you can activate the documents you want to archive automatically for e.g. in the delete process.
Can you tell me the process to activate the purchase order archive.
Hello,
do you invoice on the PO or do you create a new Purchase Invoice and get receipt shipment (lines)?
If you create separate purchase invoice, purchase orders don't get deleted automatically.
There is a function called "delete invoiced purchase orders" which does the job for you. If you also have activated the purchase order archive, purchase orders will be archived, otherwise not.
Does that help you? If yes please verify the answer.
Thanks!
Hi ,
Do you invoice the PO from Purchase Order itself or you create a new Purchase Invoice separately ?
If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much
Actually issue is not related to the view, Issue is related to the process of PO. Purchase order page showing released state even after the GRN and invoicing, If there is any process to automate so that it can update status automatically after GRN and Invoicing from released state to Closed/Archived
This feature is helpful: usedynamics.com/.../
You can also personalise the purchase order list page to include columns for amount received and amount invoiced. This would allow users to create filtered views of PO’s that are really left for processing
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