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creating a new PO

  • 1.  creating a new PO

    Posted 17 days ago
    This seems like it would be a basic setting but I can't seem to find anything on it. Is there a way to prevent a PO from being created/saved without a vaild G/L account. we are currently running into an problem with this and it is not being caught until it hits APAY.

    Thank you

    ------------------------------
    Renee Boucher
    Data System Services
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: creating a new PO

    GPUG ALL STAR
    Posted 17 days ago
    Hi Renee,
    When you say "Valid GL Number", do you mean that users shouldn't be able to change the default ones ? or simply that when there is no default GL's, users just enter any GL account by guessing which one to use ?
    I'm not aware of any settings in GP POP setup that would allow you to do so, but in some way this could be tackled with some triggers or code, with the help of GPPT. @David Musgrave might chime in to explain.​

    ------------------------------
    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: creating a new PO

    GPUG ALL STAR
    Posted 17 days ago
    Hi @Renee Boucher & @Beat Bucher

    GP Power Tools - Developer Tools module could be used to make sure the account number has been entered on Purchase Orders before a line is saved.​​  It would probably just be two triggers, one for the scrolling window and one for the Item Detail Entry.

    So, I need to ask are you using inventory or non-inventory items. If using Inventory items, have the accounts been set up for those items?  The account number should populate automatically, but it won't if it is not setup.

    GPPT Portal: http://WinthropDC.com/GPPT

    Regards

    David

    ------------------------------
    David Musgrave MVP, GPUG All-Star

    Managing Director
    Winthrop Development Consultants

    Perth, Western Australia

    http://www.winthropdc.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: creating a new PO

    TOP CONTRIBUTOR
    Posted 17 days ago
    Hi Renee-

    It sounds like it might be best to go through your inventory items and vendors to ensure correct GL account numbers are set up for the PURCH GL distribution.

    If the issue is the account number field is BLANK at PO creation, Willoware makes this nifty set of GP tweaks for all of the modules (GL, AP, POP, SOP, etc) and one of them is require a GL account number is entered when entering a new PO. More information is here:

    https://willoware.com/gp-powerpack-tweaks/

    I hope this helps.

    Thanks.
    Joe

    ------------------------------
    Joseph C. Markovich
    Valparaiso IN
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: creating a new PO

    Posted 16 days ago
      |   view attached
    Thank you all for your suggestions, unfortunately we do not have GPPT and obtaining approval to purchase any additional software at this point in time doesn't bode well.

    I've provided examples of the 2 most common situations we have run into in the attachment. From the sounds of it, setting up a couple triggers might be a best bet??

    Thanks again for your assistance!

    ------------------------------
    Renee Boucher
    Data System Services
    Sterling Heights MI
    ------------------------------

    Attachment(s)

    docx
    PO missing valid GL.docx   436K 1 version
    Academy - Online Interactive Learning from Experts


  • 6.  RE: creating a new PO

    GPUG ALL STAR
    Posted 16 days ago
    Thank you Renee for sharing more details.

    I can't see this being easily resolved by using triggers at the table level, you're going to make it even more of a headache, as too many options and moving parts would be involved.

    But, I could see this as an option for Project Accounting maybe ? With PA you could setup those PO's with MISC or Inventory items and assign specific GL accounts for specific projects, which could then be charged to specific departements, depending on who is performing the work.. as it looks like that most of your business is service related and not involving any tangible items / goods.
    Mayb @Tanya Henderson could chime in and provide some advice.. ​

    ------------------------------
    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 7.  RE: creating a new PO

    GPUG ALL STAR
    Posted 16 days ago
    Hi Renee

    GP Power Tools will easily save you more than it costs. Have a look at the benefits presentation: https://www.winthropdc.com/ftp/pub/GPPowerTools_Benefits.ppsx

    Looking at the examples you provided, it would be possible to check for the existence of the site swapped account in advance and ask you to create it or create it automatically for inventory items and for non-inventory items, it can either enter a default account or force the user to enter an account before the line is saved.

    Have a look at everything that GPPT can do for you. I am sure you can justify the small cost.  I would be willing to help you create the triggers needed for this situation at no charge (as long as I can share the example on my blog).

    Regards

    David

    ------------------------------
    David Musgrave MVP, GPUG All-Star

    Managing Director
    Winthrop Development Consultants

    Perth, Western Australia

    http://www.winthropdc.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


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