Way To See Which POs Are Attached To Invoices?

[BranchAutomotive]

Hello everyone,

Is there a way to see what PO's were attached to a specific invoice after being invoiced, posted and paid? I cannot find a way to do this through reports, but I think it would be incredibly beneficial if the functionality isnt already there. It's also a possibility that it's there and I just dont see it. Thanks in advance!

Danial Ruthstrom
Branch Automotive

[Rich]

Welcome to the forums!!

To my knowledge there isn't a way to do this function. I agree, it would be a handy thing sometimes.

[ricmorin]

Great idea.

You could........

If you were to manually put the RO number in the Inv # field on each PO, then run the closed PO report and export to Excel, you could conceivably accomplish this, albeit no small task.

Really good idea.

[BranchAutomotive]

Thank you both for your responses, I'm going to make a post in the desired features thread. This would be a great help to our parts manager and to service advisors in some capacity. Thanks again!

[LindsayRobs]

I have not found a way either. I agree it would be nice.

[timbre4]

Trying to make sure I'm understanding the actual need and looking through the right end of the telescope. If I'm missing something, please let me know.

This sounds like a reconciliation gap between your P.O. vendor purchases and actual invoices posted in SE? In terms of reporting we need to review what we do know versus what we want to know. It may take some examination of current workflow if this issue is chronic. If a singular instance, you can in-post and invoice (say NO to current values questions) and then click on View P.O. button.

view PO.png (2.27 KiB) Viewed 6929 times

View PO box.png (9.09 KiB) Viewed 6929 times

[= list of purchaser orders for this R.O. / invoice]

You may also get information from clicking P.O.s icon directly and then filtering by vendor name and perhaps a date range. When you open each P.O. the Manager SE R.O./ INV # appears in the title bar:

PO button.png (2.87 KiB) Viewed 6929 times

PO list.png (18.29 KiB) Viewed 6929 times

PO search.png (18.74 KiB) Viewed 6929 times

[= Manager SE R.O. / INV # involved per P.O.]

[ricmorin]

So I need to ask because I've never needed to know this information. Why is this important to you? Is this something you need every day, once a week, once a month? How does knowing this help you?

[Rich]

My issue was a warranty part. Opened original invoice and there was no supplier info, no invoice number. I wanted to look at PO to at least get who we ordered it from. It was a wheel bearing, so the part number worked at multiple suppliers. (this was before the system tracked where you looked up the part) I had to do a closed PO search and "assume" who we got it from.

[ricmorin]

My issue was a warranty part. Opened original invoice and there was no supplier info, no invoice number. I wanted to look at PO to at least get who we ordered it from. It was a wheel bearing, so the part number worked at multiple suppliers. (this was before the system tracked where you looked up the part) I had to do a closed PO search and "assume" who we got it from.

Correct. If you do a part number search you'll likely get the correct one because of the date. Plus today we track the actual part invoice number over to part record on the final invoice, so no need to have a list of PO's associated with an Order in this example.

Anyone else?

[Rich]

My issue was a warranty part. Opened original invoice and there was no supplier info, no invoice number. I wanted to look at PO to at least get who we ordered it from. It was a wheel bearing, so the part number worked at multiple suppliers. (this was before the system tracked where you looked up the part) I had to do a closed PO search and "assume" who we got it from.

Correct. If you do a part number search you'll likely get the correct one because of the date. Plus today we track the actual part invoice number over to part record on the final invoice, so no need to have a list of PO's associated with an Order in this example.

Anyone else?

Thats all good if everyone uses the system, kinda rare around here.

[ricmorin]

Thats all good if everyone uses the system, kinda rare around here.

We know you work in a 'special' place.