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Remove PO's From RBI Report

  • 1.  Remove PO's From RBI Report

    Posted 15 days ago
    Hello

    I was hoping someone could help me remove PO's from the RBI SAMRTLIST Report.

    I have 6 PO"s that were received but we are not going to receive an invoice for these for multiple reasons. We have corrected the inventory / accrued purchases or received and paid the invoices without matching them to the PO's.

    At this point we are just trying to remove them from my RBI smartlist report.

    I have already tried editing the PO and closing it out, but they are still appearing on my RBI report.

    Any suggestions on how I can get these to fall off my report?

    Thank you in advance for your time and assistance!

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    Mike Bottigliero

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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Remove PO's From RBI Report

    TOP CONTRIBUTOR
    Posted 13 days ago
    Hi @Mike Bottigliero ,

    One of the first things I'd look at is the search/filter criteria of your SmartList.

    If you're using the default​​ "Shipments Received but not Invoiced" SmartLIst, then the two filters that are automatically applied are:
    1.) POP Type <> Invoice
    2.) QTY Shipped >QTY Invoiced

    It would be the 2nd filter that is causing your PO to still appear because if you edited and closed the PO status after receiving lines but before matching, your QTY Shipped will always be greater than your QTY invoiced.

    Options on working around this:
    1.) If you have the space, you can add a filter to where PO status (or PO Line status) is not closed or cancelled.  This will cause it to fall off the SmartList.
                           a.) Note if you don't have any open search criteria, you can always look at moving one or more of them to the "restrictions" if you have SmartList builder. It
                                 serves a similar function, but the restrictions have to be changed within SmartList Builder not through the "Search" button.
                           b.) If you have SmartList Designer instead of SmartList builder, a similar functionality exists using the product's "Filter" section.
    2.) You could update your QTY invoiced in SQL, but that would paint a different picture than reality.


    Does that make sense?  If you check your search criteria, and it doesn't appear to be the PO/PO Line status or the QTY shipped>QTY matched, can you attach a screenshot for us to look at?

    Thanks,

    Samantha

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    Samantha Higdon ,CPA,CGMA
    Consultant
    Lagom, LLC
    Carmel IN
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    Academy - Online Interactive Learning from Experts


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