Re: Closing Purchase Orders when all items are received

Chris,

Thanks for the fast reply.

Let me correct something in my question and clarify our procedure. I was relying on my Receiving department for all the details on the issue. I just tested it myself if both databases to get clarity. Here is the issue:

At the moment we use Ledger for inventory purposes only, not financial bookkeeping. When an item is purchased we write a Purchase Order for the amount and cost of the item. When it is received we use the Receive Merchandise interface. In the Receive Merchandise list only Purchase Orders that have not been received in full appear. Once we receive a Purchase Order in full, it disappears from the Receive Merchandise list.

However, in both databases when we receive all the items in a PO from the Receive Merchandise list, while it disappears from the Receive Merchandise list it still appears on the Order Entry > Reports > Purchase Orders list as an Open PO.

Unless I am misunderstanding something, the PO should close once all items are received it full.

Am I doing something wrong?

Thank you.

-Zev

Fat Owls

On Fri, May 24, 2013 at 11:25 AM, Chris Travers <..hidden..> wrote:

On Fri, May 24, 2013 at 8:06 AM, Zev Steen <..hidden..> wrote:

I have to Ledger databases running. In one - when I fully receive all items in a Purchase Order the PO closes itself. In the other it does not close itself.

Does anyone know why there is this difference? Is there any setting that changes this? I want the POs to close after all items are received.

Interestingly, in the database in which the POs don't close themselves, once they are received in full they don't appear in the Shipping > Receive list anymore. But they do appear in the Order Entry > Reports > Purchase Orders list when I tell it to show only Open Purchase orders.

Any ideas?

Can you describe in more detail how you are handling receiving? In one are you using the receiving interface, while in the other you are just putting in the values in the PO screen and hitting vendor invoice?

Best Wishes,
Chris Travers

Thanks.

--
Zev Steen
Fat Owls

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Zev Steen

Fat Owls