Can I ran a PO status detailing every invoice that was received against a given PO? Thanks!

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Brand new to GP and learning on the go. Started working on purchasing a couple of weeks ago and cannot seem to find good reports on POs, invoices, vendors... I'll take any pointer that make purchasing administration simpler. But specifically need report detailing what invoices are attached to which POs.

Thanks!

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Heather Roggeveen 9,150 on at

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Hi Glorija

Have you investigated SmartList yet? That is the best ad hoc query tool to use.

If you use the Receivings Line Items SmartList and include the PO Number as a column, this may start to get you where you need to be.

You need to look at a line level because a PO may have more than one receipt against it and likewise a Receipt may contain lines for more than on PO.

You can then search on PO Number.

You can find SmartList under the Microsoft Dynamics GP menu. Have a play.

Cheers

Heather

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Alvaro Rodríguez Ochoa 2,395 on at

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I could also suggest: Inquiry -> Purchasing -> PO documents, type you PO number and mark all 3 boxes, there you will see all receivings and invoices attached to that PO.

I think the smartlist is better, as Heather recommended, since you can export to excel or add columns and remove them.

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Community Member on at

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I did that but I'm not getting all the transactions that were actually received. We use Paramount for PO processing and, for whatever reason, information does not travel over which renders SmartList virtually useless.

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Community Member on at

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When I do this, I only get the PO I am looking for an no additional information. Is there an additional step to view what was received? Thanks!

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Community Member on at

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This is also crazy confusing to me - to have to look PO--> Receipts and Receipts--> PO... Can you explain the logic behind that? Thanks Heather!

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Heather Roggeveen 9,150 on at

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Hi Glorija

I am not familiar with Paramount at all, so not sure what differences there would be. For GP standard you can get the following:

PO # 1 for quantity 10 of a single item

PO # 2 for quantity 5 of a single item

Both PO's to the same supplier

Supplier sends 5 of the item on PO # 1 - with 5 still to come. Receipt # 1 is processed for the 5.

Supplier then sends the remaining 5 in the same shipment as the five for PO # 2. Receipt # 2 is done for both the remaining on PO # 1 and the 5 for PO # 2.

That means:

PO # 1 has two receipts that relate to it - Receipt # 1 and Receipt # 2.

PO # 2 has one receipt that relates to it - Receipt # 2.

If you look from the Receipt side:

Receipt # 1 relates to one purchase order - PO # 1

Receipt # 2 relates to two purchase orders - PO # 1 and PO # 2

Does that make sense?

Cheers

Heather

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