Display the Company Name on Purchase Orders from the Site (IV40700)

(0) Share

Report

Posted on by Community Member

My employer is in the process of evolving from a single facility to a multiple facility operation. A new challenge lies in getting the purchase orders to default with the correct address information on creation.

The purchase order generator is not in use and the purchasing team does not have plans to start using it so the mappings that are available in the purchase order generator map sites form are not applicable.

After research I discovered that the purchase order lines can default to the address on the Site when the shipping type of the shipping method is "Delivery". However, we have been running GP since 2004 and we have no vendor classes defined, none of the vendors have shipping methods associated with them, and none of the purchase order headers have been populated with shipping methods either. When this happens GP automatically defers to the default address code of the company and uses that in the absence of everything else. It is good that GP knows how to navigate this issue, but it does not match our usage since the primary company address will remain the same, but the majority of receipts will be processed at the new facility.

I tested the results of declaring a vendor with a default "Delivery" shipping method and it worked pretty well. The purchase order lines adopted the shipping method from the purchase order header and obediently fetched the Site addresses. However, now I have a new problem.

The company name in the Ship-to address is blank when the address is retrieved from the site under Standard-Delivery. This isn't the end of the world, but it causes the printed purchase order to look uneven and is pretty peculiar. An additional aspect of this scenario is that GP DOES NOT USE ADDRESS CODES IN THE SITE DEFINITION. This means that my end users will not be able to take advantage of previously entered company addresses and I suspect that it also has something to do with the disappearance of the company name.

Does anybody have any tips or leads into the cause and solution to getting the ship-to company name to render in the purchase order report when the shipping type is delivery and the address comes from the site?

*This post is locked for comments

All responses (4)

Answers (0)

Community Member on at

Like (0)

Report

RE: Display the Company Name on Purchase Orders from the Site (IV40700)

This seems like pretty good advice. I'm the original poster, but I no longer have the means to validate this. Susan, were you able to get this to work using one of Leslie's options. If so reply here and I'll mark it as the answer.
Suggested answer

L Vail 65,271 on at

Like (1)

Report

RE: Display the Company Name on Purchase Orders from the Site (IV40700)

Susan,

The PO Addressing changed the year GP started supporting multiple ship to locations on a single PO. You'll also notice the Shipping Method no longer prints. The company name field that prints on the PO is blank because sites do not have the company name on them. If you print one PO that ships to multiple sites, then the company name changes to "*Address listed with item below." Here are some choices regarding Company Name:

1. To always print your company name, replace the company name field with the Company Name field in the Globals section.

2. To print the name associated with the ship to address ID, use the Company Name field from the PO Work table.

3. To print the location (site) name as the company name, you'll need to establish a relationship with the location master and add it to the report.

You may need to create a conditional calculated field if you want the system to make a decision on which name to print from reading data in one of the report tables.

Did you want something else to print?

Kind regards,

Leslie
Community Member on at

Like (0)

Report

RE: Display the Company Name on Purchase Orders from the Site (IV40700)

Sorry, I did not. It was an issue that came up in GP while I was working on migrating the companies system to AX. The target date of the implementation was far enough out that I was supposed to fix it if I could find a quick solution. I didn't, the implementation succeeded, and the question was no longer relevant to my situation. I do not have access to a GP environment at the moment. I suppose you could probably get a company name with custom code in the report though. Seems like GP2010 used visual basic in the report designer. I'm not sure if this is still the case in 2016, but if it is you could create a function to generate a company name.

Good luck!
sbasye 191 on at

Like (0)

Report

RE: Display the Company Name on Purchase Orders from the Site (IV40700)

Frazier,

Did you find a solution to this as I have the same issue today in GP2016. Why is the Company Name blank on standard purchase order when the Address comes from the Site?

Susan