Sage 100

Have a client who is asking about a simpler way to complete purchase orders. We've gone over the whole ""how to close backordered PO's"" document from Sage that I'm sure you're all familiar with. The problem is while that procedure works, it is often too cumbersome, they are a large company with many users, difficult to make sure everybody is out, and make sure they have no active batches, etc. They don't want to use the purge utilities because they actually want to keep the PO's in the system, they just want them to be completed so they don't show up on their reporting (with the exception of the purchases clearing report, they understand the issues there) Is anyone aware of utility that will simply let you flag a PO as completed no questions asked? Or I guess I should ask; anything that helps with closing PO's. Thanks in advance

My experience in this area is that the problem is largely purchase orders which were issued but not properly completed by the user. Over invoice, under invoice, partially received. The biggest issue is always the company without dedicated purchasing department. That being said I've not found a magic formula for this and would be interested in any other ideas as well.

What version??? If v4.3 or prior, you could import the completed code and a completion date into PO header. Not so with v4.4 and higher. @AlnoorCassim may have an idea to get around this business framework limitation.

@WayneSchulz they have a dedicated purchasing department for sure, the problem is there are too many people involved with the process and when there are small quantity or pricing issues they don't want to have to go back up the chain of command. They would rather allow their receiving or invoicing clerks to go ahead with minor discrepancies and push the easy button later when they're reconciling. @JeffSchwenk they are run 2013, that might not be a bad idea if I can make it simple enough for them.

Can you handle the received side by setting up a variance % in setup? PO, Setup Options, tab #1, ""Automatically Close Partially Received Purchase Orders"".

agree with @JaneCavanaugh - Take a look at their PO options. Also, FWIW, I believe there is supposed to be some streamlining of the PO function in V2015.

yeah, we have gone over the ""proper"" operation of MAS including the auto close options. I think she wants to know if anyone has an addon that makes fixing PO errors easier. The answer may be no! I may end up suggesting to them that they prepare a spreadsheet with the POs to close and then use VI to close them out, thanks @JeffSchwenk,

Unless you can circumvent the BF restrictions, the VI won't work....

right, missed that point, thanks @JeffSchwenk

There is also the purge function for obsoleted PO's which cares less about the PO status and runs off of the Date specified. (which might be the module date, can't recall right this sec.) But most cases its the initial clean up that customers get hung up on - not the maintaining of the Open PO backlog which is their tool for making sure things are flowing properly. Might that be the case here. Always make sure there is a valid and recent backup when running utilities and repairs in MAS90/200 (yep I said it-MAS, ;) )

Thanks @JoanSerr - yup, we went over that option, but they don't want to purge, just flag as completed.