Sage 100

Has anyone found a creative way to purge backordered/obsolete PO's on V44 or V45 instead of zeroing out the backorder amount and turning off the AP fnvoicing posting flag and then individually deleting....

Check out the PO purge utility in those two version. Works pretty well if you believe in the scorched earth policy.

It would seem that a script could help with that!

Well, you certainly can't import the completed flag and completion date as you could in v4.3 as the business rules won't allow it. I thought the script had to follow the business rules. If so, what would your script do differently?

I was thinking the same thing as Jeff?

Although in my case, this client doesn;t own VI so a script may be the route to go My client have 24 pages of PO's on the Purchases clearing report? @DanBurleson What are your thoughts?

Have you looked at the Purge Obsolete PO's on the PO Utilities menu? I typically recommend they review the open PO's and determine the latest date they would be comfortable purging through. (I know, it's not scripting, but that's what I do....)

Does that purge Backordered status PO's?

I believe it does, yes.

Looks Like I have so testing to do!! Thank you @ThereseLogeais and @JeffSchwenk

Btw, the date is based on the latest of the PO date or the last receipt date so if you end up with PO dates past the date to purge through, they have either a receipt of goods or a receipt of invoice past that date....

And then you have the fun job of reconciling the Purchases Clearing report to the Purchases Clearing GL account. One of my FAVORITE things!!!

Can you say PLUG!!

I gave up trying to balance the purchases clearing report a LONG time ago. You HAVE to stay on top of it everyday and there are so many places it can go south. I wrote a long discourse on this back in the day when I was younger and thinner and could hold my liquor better. I'll see if I can track it down. - Wow That Copernic Desktop Search is a killer. Highly recommended. Can find anything on your computer in scant seconds. Attached is the document I was referring to. It was dated 1/6/2002 and may have been one of the first correspondence documents with Wayne........ Take a look. I don't think any of the issues have been resolved. Another issue that can hose it is if used is if you post an inventory transaction as a RECEIPT. A receipt transaction pulls the $$'s from the purchases clearing GL account....

The process is a bit easier in v4.4 and later as you can modify the detail lines panel to display all three fields (Order, Received and invoiced) for each line in PO ROG and ROI. Then train the users to review all three fields for equality.

Yep, all those PO issues still exist @JeffSchwenk . The biggest one I see is the return of goods issue - how do you track what you've returned (debit to P/C) vs. what you've been credited (hopefully credited to P/C)? Very manual process.

Just got back from a customer's and one of the items on the agenda was how to clean up PO. Their open PO report is 334 pages and goes back to 2006. Good timing that we had this review yesterday Jim!

The PO clearing account reconcilation is a pain. I've written a crystal report that helps users see what the issues are and hopefully helps them keep on top of the issues. Getting them to understand a PO line is complete when the qty rec'd = qty inv'c and the bckorder qty = zero is the key here and ALL the lines on the PO must be complete. Once they stop looking at dollars and focus on qty they seem to get the hang of it. The most common error that I see is the user's journaling directly to the PO clearing account. This will mess you up for ever since it's generally a balance sheet account. I've attached my favorite PO recon report. It's Crystal XI for MAS ver. 4.5, It only lists backordered purchase orders. if you need another version, please let me know.

Moira, Interesting report. Do you have any suppression logic to display only the bad boy lines?

I think you could change the selection logic to be PO status =""B"" to just get backordered PO's which is really what you're looking for.

@JeffSchwenk - I've {PO_PurchaseOrderHeader.OrderStatus} <> ""X"" and {PO_PurchaseOrderDetail.ItemType} = ""1"". And you know just looking at this version, I see that I don't have the usual PO Status = B, but have had it on other versions. Like @ThereseLogeais said, you can add the status to suppress non-backordered POs so change the {PO_PurchaseOrderHeader.OrderStatus} <> ""X"" to ""=B"". I suppose I've all the non-complete POs for this particualr client's version.