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  • 1.  Unable to see Purchase Orders

    TOP CONTRIBUTOR
    Posted Sep 27, 2021 12:25 PM

    In our smaller company, I did a Purchase Order Inquiry.  The requested purchase order showed but none of the invoices.  Since we have three companies in Great Plains (V15) we routinely pull Smart Lists to "dump" transactions into a database.  IT makes it easier to reconcile vendor statements as most vendors maintained ONE customer account for us.  

    In the database there were three invoices.  If I run a Smart List for that purchase order, I get all three.  I did an inquiry for a 2019 purchase order, and I did not even get the purchase order, much less the invoices.  

    In the primary company everything is working correctly.  Any suggestions for remedying this problem?



    ------------------------------
    Thomas Hill
    Staff Accountant
    M&A Technology, Inc.
    Carrollton TX
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Unable to see Purchase Orders

    GPUG ALL STAR
    Posted Oct 21, 2021 08:43 PM
    Hi Thomas,
    Are you using any of the pre-backed SQL Views from Microsoft to pull out data about PO transactions ? if you have Excel reports deployed that's the same views that would be used..
    Is it possible that some of the transactions were voided or moved to history and not others ? the SQL view should show them all..

    ------------------------------
    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: Unable to see Purchase Orders

    TOP CONTRIBUTOR
    Posted Oct 22, 2021 09:25 AM

    What the Admin said was that purchase orders fully received up to 2019 were moved (removed?).  I think in the 'drop ship' company he flopped the date and did so from mid September.  So now when we look at a purchase order in Inquiry, we see the purchase order, but nothing received against it.  Fortunately, we dump all at payable transactions from the three companies into a database.  We can see by purchase order what has been processed.  

    Thanks for replying @Beat Bucher.



    ------------------------------
    Thomas Hill
    Staff Accountant
    M&A Technology, Inc.
    Carrollton TX
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Unable to see Purchase Orders

    TOP CONTRIBUTOR
    Posted Oct 22, 2021 09:49 AM
    I would hope your Admin did a move to history, not a delete. If so, then the existing Smartlist can be edited to show them using matched tables.

    ------------------------------
    Thaddeus Suter
    Retus, Inc
    HELOTES TX
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Unable to see Purchase Orders

    TOP CONTRIBUTOR
    Posted Oct 22, 2021 10:07 AM
    When I run a SmartList report for the September time period for a particular purchase order, it shows up CLOSED.  When I run a payables transaction SmarList, for that purchase order, it correctly shows the three invoices.  When I clicked to drill down, the message was



    ------------------------------
    Thomas Hill
    Staff Accountant
    M&A Technology, Inc.
    Carrollton TX
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Unable to see Purchase Orders

    GPUG ALL STAR
    Posted Oct 22, 2021 11:06 AM
    Then I'm afraid that your Admin has actually removed historical transactions from your POP module.. or moved them into another company ?

    ------------------------------
    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: Unable to see Purchase Orders

    TOP CONTRIBUTOR
    Posted Oct 22, 2021 11:37 AM
    Thanks for confirming what I was seeing.  An "oops" but still.  Luckily we have the alternate source to research.  That was the point of the external database, to consolidate payables transactions and simplify reconciling the vendors statements.  For all vendors they maintain ONE receivable for our invoice regardless of which company's purchase order requested.

    ------------------------------
    Thomas Hill
    Staff Accountant
    M&A Technology, Inc.
    Carrollton TX
    ------------------------------

    Academy - Online Interactive Learning from Experts


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