I quite often use the Corrections - Posting Attribute function on journals and purchase invoices to ensure documents are posted accurately but I can't see how to do this with purchase orders.
With the new Budgeting module reports and the Committed TB report within projects both including purchase order amounts alongside actuals, this functionality is becoming more important.
Is there something I'm missing?
0 Votes
Gabrielle Day posted
about 2 months ago
AdminBest Answer
Thanks so much for raising this, Jen, it's a great question.
Purchase orders aren't posted to the General Ledger, which is why the posting attribute correction function doesn't apply to them. That function is only available for documents that hit the ledger, like invoices and journals.
The good news is you can still amend the attribute on a purchase order, just via a slightly different route:
1. Once you've corrected the attribute on the invoice, go into the PO, click Amend then Edit. You will then unmatch the invoice and save.
2. Re-enter edit mode and rematch the invoice, now using the corrected attribute. You may need to delete the existing line if it has the incorrect or missing attribute.
3. Submit the order, it will return to completed status with the invoice matched and the attribute corrected.
I can also see why this matters more now: with the new Budgeting module and the Committed TB report both pulling through PO amounts, having this built in with a similar function could genuinely help. I've logged it on the Feature Feedback Portal so it's tracked as a request, and you'll find the link to the portal here. Really appreciate you flagging it, it's exactly this kind of feedback that shapes what we prioritise.
0 Votes
1 Comments
Gabrielle Dayposted
about 2 months ago
AdminAnswer
Thanks so much for raising this, Jen, it's a great question.
Purchase orders aren't posted to the General Ledger, which is why the posting attribute correction function doesn't apply to them. That function is only available for documents that hit the ledger, like invoices and journals.
The good news is you can still amend the attribute on a purchase order, just via a slightly different route:
1. Once you've corrected the attribute on the invoice, go into the PO, click Amend then Edit. You will then unmatch the invoice and save.
2. Re-enter edit mode and rematch the invoice, now using the corrected attribute. You may need to delete the existing line if it has the incorrect or missing attribute.
3. Submit the order, it will return to completed status with the invoice matched and the attribute corrected.
I can also see why this matters more now: with the new Budgeting module and the Committed TB report both pulling through PO amounts, having this built in with a similar function could genuinely help. I've logged it on the Feature Feedback Portal so it's tracked as a request, and you'll find the link to the portal here. Really appreciate you flagging it, it's exactly this kind of feedback that shapes what we prioritise.
I quite often use the Corrections - Posting Attribute function on journals and purchase invoices to ensure documents are posted accurately but I can't see how to do this with purchase orders.
With the new Budgeting module reports and the Committed TB report within projects both including purchase order amounts alongside actuals, this functionality is becoming more important.
Is there something I'm missing?
0 Votes
Gabrielle Day posted about 2 months ago Admin Best Answer
Thanks so much for raising this, Jen, it's a great question.
Purchase orders aren't posted to the General Ledger, which is why the posting attribute correction function doesn't apply to them. That function is only available for documents that hit the ledger, like invoices and journals.
The good news is you can still amend the attribute on a purchase order, just via a slightly different route:
1. Once you've corrected the attribute on the invoice, go into the PO, click Amend then Edit. You will then unmatch the invoice and save.
2. Re-enter edit mode and rematch the invoice, now using the corrected attribute. You may need to delete the existing line if it has the incorrect or missing attribute.
3. Submit the order, it will return to completed status with the invoice matched and the attribute corrected.
I can also see why this matters more now: with the new Budgeting module and the Committed TB report both pulling through PO amounts, having this built in with a similar function could genuinely help. I've logged it on the Feature Feedback Portal so it's tracked as a request, and you'll find the link to the portal here. Really appreciate you flagging it, it's exactly this kind of feedback that shapes what we prioritise.
0 Votes
1 Comments
Gabrielle Day posted about 2 months ago Admin Answer
Thanks so much for raising this, Jen, it's a great question.
Purchase orders aren't posted to the General Ledger, which is why the posting attribute correction function doesn't apply to them. That function is only available for documents that hit the ledger, like invoices and journals.
The good news is you can still amend the attribute on a purchase order, just via a slightly different route:
1. Once you've corrected the attribute on the invoice, go into the PO, click Amend then Edit. You will then unmatch the invoice and save.
2. Re-enter edit mode and rematch the invoice, now using the corrected attribute. You may need to delete the existing line if it has the incorrect or missing attribute.
3. Submit the order, it will return to completed status with the invoice matched and the attribute corrected.
I can also see why this matters more now: with the new Budgeting module and the Committed TB report both pulling through PO amounts, having this built in with a similar function could genuinely help. I've logged it on the Feature Feedback Portal so it's tracked as a request, and you'll find the link to the portal here. Really appreciate you flagging it, it's exactly this kind of feedback that shapes what we prioritise.
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