We recently transitioned into GP and are still in the process of acclimating into this new system. I work in the Engineering Department and process PO's, invoices and change orders for construction projects. I am able to perform most of these transactions successfully; however, I am unable to process a credit change order to any associated project under a particular PO.
Historically, we have managed and tracked invoices and change orders, adds and credits, for a specific project/vendor at the PO level. At the moment, credit change orders are not being tracked/processed in any and this impacts our PO/project budget totals at the GL level and by extension reports. In exploring GP/Projects, I have noticed a Change Order tab under the project module and I suspect this may be a way to reconcile this issue but I am unable to add any information in this screen. At this time, all I have access to in the Project module is creation of new projects. Bottom line, I don't know the how-to's of this task and am seeking support to figure this out.
Can anyone provide direction or a how to process on how to reconcile credit change orders for a specific PO? Any input or reference to go to is greatly appreciated. Thank you.Kind Regards,Vanessa#Admin, Accounting, Projects
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