Good Afternoon,

I have a purchase order still showing as not completed even though it has been fully received, invoiced, printed, and posted to payables. I've run a DIC and it shows nothing wrong. Any ideas?

PurchaseOrders 8.1C (130517)
Payables 8.1E (121113)

Thanks

I noticed this happening after a PO has been partially received, once I went back to receive the items that were on backorder and completed the PO, it still showed as incomplete so I had to manually complete it as I knew all was received.

Could be the same thing for you.

Hi Mike,

We are not aware of any reasons why a PO does not appear as Completed and should be, unless it was subsequently edited after completion to add a new item or misc charge (and the Profile allows editing Completed POs).

If you are just referring to the grid colour not being yellow for the PO, perhaps you have created a Filter with a style priority that overrides the yellow colour for completed POs. Perhaps on the PO list grid, use the Column Editor to include the Completed field as a column, to verify the actual status of the PO rather than simply the visual style of the PO on the grid.

When the receipt was posted against the PO, was this done using the current Adagio PurchaseOrders program or the older Purchase Orders for Adagio 8.1B? Was there a single receipt or multiple receipts? Do you use Combined POs on a single receipt? Was the receipt posted as a Delivery Note or an Invoice? Could the PO have been edited for some reason after completion? Do you see any details on the PO for 0.00 that aren't completed, when you view/edit the PO?

The usual process is that the PO gets completed when posting the Receipt and all items have been received, including Misc Charges. In order to 'receive' a Misc Charge, it has to be edited, or the Receive All button is clicked. If the PO was not fully received, and the profile has to option enabled to allow completing outstanding POs, then a question will appear after posting the receipt if you want to complete the PO. Printing or invoicing or Day End has no effect on the PO completion status.

It's important to know the specific steps you used to enter/post receipt against the PO, in conjunction with the available options. You may end up requiring to get your Adagio consultant involved.

If you are just referring to the grid colour not being yellow for the PO, perhaps you have created a Filter with a style priority that overrides the yellow colour for completed POs. Perhaps on the PO list grid, use the Column Editor to include the Completed field as a column, to verify the actual status of the PO rather than simply the visual style of the PO on the grid."

That was my first guess, that I had somehow messed up the filter, but then I checked the completed field and it shows no. I also double checked the filter and can't see anything wrong with it.

I went through the whole process and I think what happened was they clicked No instead of Yes when asked if they wanted to complete the order after entering the receipt. The PO shows Not Completed but the Receipt shows Completed and Costed.

I'll just manually complete it know that I know what happened. Thanks for the help.

I too am having this issue. I created a PO for an item. I received the item and when asked if I would like to complete the PO, I said no. I then get a misc charge which I go back in and add to the PO and Post. I then click Receive All and add the invoice number and Post the "receipt". It asks me again if I would like to complete the order. I say yes. My PO screen still shows it as green or Partially Received. Yet I received and applied invoices to both items and clicked yes to complete.

As for "manually" completing it, my Complete button is greyed out. And yes I do have the option enabled for completing outstanding PO's.

What am I missing here? I have no other filters set up other than the defaults that are in PO.

I am using PO 8.1C (130722)

Hi, Dan,

The filter style/colour hasn't changed, yes. However, if you add the 'Completed?' column to your grid, you will have verification that the document has been completed.

Running DIC will rerun the filters and apply the Completed filter colour to the document. Maintenance | Apply Styles will do this as well.

Will have the filter styles looked into further.

P.S. Thank you for providing the extra detail on this one.

Thank you. After several tests the one thing I noticed is that the data flow doesn't seem to recognize the applied invoice as being in the Inv/Adjust section even though the invoice was applied. And therefore the filter doesn't change to completed. When I ran the DIC the invoices appeared in the Invoice section in the data flow and the filters worked.

Don't know if that helps at all.

Hi, Dan,

I believe it would have been better had you edited the original Receipt and added the Misc Charge to it (rather than to the original PO) for a couple of reasons:

(1) when a Misc Charge is added to a PO that no longer has any items to be received on it, the Misc Chg cannot be prorated/allocated to any of the items on the PO and is set to No Proration, and

(2) the original PO will remain with a Completed filter style of yellow.

When I do this, because I am in effect Inv/Adjusting the original Receipt-Invoice, I definitely see the Inv/Adjustment for the Misc Charge in the dataflow.

From my original test where I edited the PO, I saw both Receipt documents in the Data flow. In this case, I began by Receipt-DelNote the items, added the MC to the PO, then Receipt-Invoiced it. However, even if I had Receipt-Invoiced both times, the original PO would not have been filter styled Yellow; it would remain filter style Green. These types of receipts in either of these scenarios are not Inv/Adjustments.

The problem only occurs when the original completed PO is edited and the Misc Charge added to it.

Thanks!