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Closing purchase orders

  • 1.  Closing purchase orders

    SILVER CONTRIBUTOR
    Posted 06-11-2018 12:25 PM
    We have had several purchase orders closed that still have landed costs associated with them.  Will a purchase order close automatically if the items are received but still have landed costs?  If they are manually being closed, is there a report that would show the date closed and which user closed it?


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    Diane Cooper
    Accounting Specialist
    PROSOCO
    Lawrence KS
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  • 2.  RE: Closing purchase orders

    TOP CONTRIBUTOR
    Posted 06-11-2018 02:00 PM
    Hi @Diane Cooper

    There are a couple of issues that seem to be at play in your question.

    You have the option of receiving the landed cost piece or you have the option of manually closing it.

    PO's will NOT close until the landed costs are received or you ​manually close the PO in Edit POs.

    Here is an article on how to separately receive the Landed Cost in GP

    Automatic close for PO with landed cost items - Microsoft Dynamics GP Community
    Dynamics remove preview
    Automatic close for PO with landed cost items - Microsoft Dynamics GP Community
    Ever wondered why the POs are still in "received" status even if the POs are received and invoiced? There might be a chance that POs are associated with landed cost items. In this case, user needs to follow some steps to change the PO status to "closed".
    View this on Dynamics >



    As for the reporting, the best way to see when it was closed is a SmartList at Purchasing>Purchase Order Line Items  and add the column "Last Receipt Date" to the report.  Then filter the report on the PO Line Status Column for the status "Canceled" or "Closed".

    I do not think there is a way to bring in the user who closed or canceled the item, though.

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    Kindest Regards,

    Jo deRuiter
    "That GP Red Head"
    Advanced Credentialed Professional-Dynamics GP
    Member, GPUG GP Credentialing Exam Committee
    Chairman, GPUG Partner Advisory Board
    "......what isn't she up to?"
    Heartland Business Systems, LLC
    Senior Financial Systems Consultant
    Milwaukee, WI
    770-906-4504 (Cell)
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  • 3.  RE: Closing purchase orders

    SILVER CONTRIBUTOR
    Posted 06-11-2018 04:08 PM
    Thank you.  I thought we understood the procedures correctly.  We need to better educate our users.

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    Diane Cooper
    Accounting Specialist
    PROSOCO
    Lawrence KS
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  • 4.  RE: Closing purchase orders

    SILVER CONTRIBUTOR
    Posted 06-12-2018 08:02 AM
    ​Good information, thanks for bringing this topic up!

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    Kathleen Bauer
    Ohio Shared Information Systems
    Cincinnati OH
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