Does anyone have experience using this function? I have a client with hundred-line PO's who is finding it inefficient to use the data entry screen to enter receipts, and I am trying to get up to speed on this alternative method as an idea to suggest.

Thanks

Steve

I've never used the import receipts as I find the following always works well;

Receive all and then edit out the back ordered items. This tends to be a much smaller number of steps rather than receiving each line individually.

Hi Doug

Thanks for the reply. My original question was incorrect - it turns out the client doesn't have hundred-line POs, they have hundreds of small POs that they need to combine together in order to receive as one and allocate freight/duty (they import merchandise from China by boat, and everything gets sent to various Walmart stores).

The combining method is very cumbersome, since there is no way to multi-select POs. This is their issue, and I'm not sure there is a solution without improvements to the program.

I was thinking of the idea of using GridView to export the POs to Excel, doing the receiving there, including the freight allocation, importing the file back into POA, and then deleting the slew of invoices that flow to AP and replacing them with one master invoice. I'm wondering if anyone has attempted such a thing.

Steve

Your idea might work but would require manual manipulating the spreadsheet.

I've solved a simular problem before with a custom solution. In that case is was to automate invoicing a very large number of small shipments in OE. A view displayed all orders that were shipped and could be invoiced using various ranges. All within the range were selected by default but the user could then deselect (by clearing the tick box) those not to be invoiced at this time.

Maybe something simular could be done for your PO issue and also asking for the freight to allocate. Each individual PO would get received with it's proporation of the freight. You would still end up with the many invoices in AP to be replaced with one.

Steve:
Are all of those orders showing as being on Sales Order (in OE)?
Are they all from a single vendor? If so, is deleting the multiple orders and autogenerating a new single purchase order an option?

Hi Cary

That's an interesting idea - re-creating the PO by autogenerating from OE. Can you autogenerate multiple sales orders into one PO if all of the items on the multiple sales orders are linked to the same vendor?

Also, how can you quickly delete the hundreds of original purchase orders?

Steve

Steve:
The answer to your first question is yes. (without that functionality our suggestion wouldn't have much merit).

As far your second question - we're not sure if you can "block" a range P.O's for deletion... (only because we haven't tried). For that, I suggest asking somebody smart like: Stief/ Purple or Softrak.

Regards,
Marion/Cary

We did a few more tests at our end. When we tried to delete a block of purchase orders in POA, the system didn't allow it. It may just be a system option that we haven't turned on yet.
Hope this helps.

Hi Cary

No, you can't mass delete PO's, but you CAN mass complete PO's. Would that end up with the same result - i.e. the quantities are no longer on PO and the PO's no longer show up on the various reports?

Steve

Yes Steve, we think mass completing the PO's should work. This would get around having to delete all the purchase orders.