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ReportI have a Purchase Order document that is fully applied, but is also not moved to history, but remains with an open status. Please advise.
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I have a Purchase Order document that is fully applied, but is also not moved to history, but remains with an open status. Please advise.
*This post is locked for comments
That's a horse of a different color!
Have you tried to run a reconcile of payables? The fully paid flag in the apply record needs to be marked before the transaction will move to history. Running the reconcile will recalculate the balance and, if proper, mark the fully paid flag.
No, it is the Status field in both the line items and the header.
Purchasing->Transactions->Edit Purchase Orders. Opens the Edit Purchase Order Status window.
I just posted a bit more information on this on my web site under Learning Tools->Tips and Tricks
Are you talking about the Origin field of the PO Processing Document Inquiry Window? If so, when drilling down to the PO, you will probably notice that it is closed. The PO Processing Document Inquiry Window is just some kind of a log of how the document evolved in its lifetime.
A PO has to be completely closed before it will move to history. If it was partially received and then the balance is received, the line items and of course the document as a whole may remain open, anticipating additional receipts. If the PO is fully vouchered (make sure there is nothing in the Received Not Invoiced report for the PO) then used Edit PO Status to first set each line to closed and then set the PO itself to closed (in that order, please). Now you can run the process to move the PO to history.
POs will automatically close ONLY if the amounts are received in amounts EXACTLY equal to the quantity ordered and the vendor's invoice is EXACTLY for the amount expected. Otherwise you must close the PO. Just make sure it is vouchered before you close it.
Travis,
Unlike SOP, Purchase Orders do not automatically more to history tables when they are fully received. So I just want to confirm what you mean by 'open status' - are they in the Open tables or something else? What is the 'PO Status' if you open one of these?
To move completed PO's from Open to History tables, go to GP | Tools | Purchasing | Remove Completed Purchase Orders.
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