With how cumbersome the PO Closing process is, we want an option to be able to have the system automatically close purchase orders when AP is entered against them and the remaining balance on the PO is zero. Our people have to spend way too much time on this currently when it could be automated.
Seth Belt
| Company | Central Consolidated, Inc. |
| Job Title / Role | Senior Accountant |
| I need it... | 3 months |
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It isn't just that the PO close is cumbersome, it is also broken.
If you want to use accruals, but you invoice MORE than what is received on the PO, you shouldn't have to go back, update the receiving, and then go ahead with the invoice.
The knowledge base recommends updating the receiving amounts, but if the invoice is already entered then the accrual never gets reversed.
It should be optionally possible to close a PO, even if the invoiced amount doesn't match the received amount but is higher than the received amount. Since the received amount is already completely reversed by the invoice entry against the PO. Basically if there is no accrual left, we should be able to close the PO. Without this there is a massive amount of cleanup required to receive PO's and then reverse all of the accrual entries manually.
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We don’t enter dollar values so our invoices and PO’s never match. Is there an option to close PO that have been attached to AP invoices that have been paid?
Jaynie DeCicco
[Description: Description: Red RAC Logo]
Reynolds Asphalt & Construction Co.
8713 Airport Frwy, Ste. 100
North Richland Hills, TX 76180
Office (817) 869-1963
Fax (817) 267-1878
www.reynoldsasphalt.com
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Check out the option to auto close POs - new in 6.17
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I would like it to be a checkbox option, not automatic. Automatic close wouldn't work for me.
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yes, that would be wonderful - time saver, Hopefully in module for Unapproved invoice entry and AP Transaction entry.
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This would be such a timesaver when closing jobs. Please make it happen, the check box at posting the payment would be awesome!
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I just may do cartwheels!!!
Awesome!
Connie McWhorter
Comptroller / IT
[Description: Description: C:\Documents and Settings\cmcwhorter.CARWILEMECHANIC\My Documents\My Pictures\LOGO.bmp]
433 East 15th Street Cookeville, TN 38501
(931) 526-6151 Fax: (931) 528-9283
Visit our website: www.carwilemech.com
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Targeted for 6.17 - development on track
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Or once attached to a AP invoice and the AP invoice is processed and paid.
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Check box would be better, Our po's never match the invoice balance. Due to surcharge, freight and some vendors charge tax and some is not licensed to charge our state tax.
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I would make this a setup option so the company can adjust there workflows as needed. The automatic close wont work for us.
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YES YES YES!!! One almost has to hire an extra just to close PO's. Ridiculous!!
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I would like at the time of entering invoices -having the ability to close the po (check box) not just if the po zero out and the system closes it automatically. We have issue when freight or surcharge is over / under po total but we know when entering the invoice the po is completed.
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We agree with as well. It is a very cumbersome process. Closing at the time of AP entry would be fantastic.
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Or even the possibility to close it at time of AP invoice entry
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