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How to remove Purchase order (i.e., vendor invoice was posted via Purchase invoice window)

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Posted on by Sunny2012

Hi Experts,

There is a case that single vendor invoice contains multiple-PO receipts. To proceed the case, BC user goes to purchase invoice window to create purchase invoice using Line Function "get receipt lines" so that they can post single vendor invoice with multiple receipts.

On the other side, purchase order list window still shows those purchase orders because BC recognizes those purchase orders are still open i.e., PO line status is Qty/Amt Received but Not Invoiced. Because of this, BC user cannot delete completed purchase orders by delete button in purchase order window and even mass deletion feature (i.e., available for system admin) does not work because the feature is available for invoiced purchase orders. As a result, those purchase orders stay on Purchase order list forever. Another side effect is that older POs will display on the top. Without customization, BC user always has to sort by descending in order to display recent open purchase order on top.

This issue is happened sales order as well. My client is dealing both cases and they want system to remove completed SO/PO from sales order list/purchase order list. Does anyone have an idea to solve this issue?

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JAngle 133 on at

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So there are cases where receipted PO’s will not be invoiced?

The sorting thing could be solved with a saved view. Mark PO’s with a value in a chosen field. Perhaps the “Purchaser code” - create a new value and filter those out of view.

It’s something I’ve modified in the past where a specific page action removes the PO from view. A filter is then built into the standard page view. A specific page can be accessed to see the “hidden” PO’s

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Bryan Tschosik on at

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Hi Sunny,

It's a bit hard to find, but you can do this from the Purchase Order List...Actions > Functions > Delete Invoiced Orders
Thank you,
Bryan

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bmbates 75 User Group Leader on at

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Hi Sunny and Bryan,

You can more easily find this by clicking the Magnifying Glass ("Tell me what you want to do") and typing "Delete Purchase".

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Sunny2012 13 on at

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HI Josh,

No. I meant that the client's vendor issues single invoice including multiple-receipts.

So, BC user creates one purchase invoice with copy multiple receipts (as I added screenshots).

They are able to process (finish) vendor invoice. So, they think the associated purchase orders are already done and they are expecting those purchase order would not be shown on the purchase order list window but it is shown as if open purchase order. So, they do not want to see completed purchase order even if purchase line table field (Qty Rcd. Not inovied/Amt Rcd. Not inoviced) are not updated yet.

Your solution to filter sounds an option to resolve this issue.

Maybe, here is what i come up an idea from your suggestion - adding one custom field (Invoice status) in purchase line table and modify (by extention) to filter PO list window page by custom field. What do you think?

Regards,

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