I can not move several thousand very old Purchase Orders to the history. When they were originally received the vendor document was entered as "delivery note". I was hoping to import the corrected receipts, changing the field in question to "Invoice". Is the Vendor Document field available in the import function?


Thank you
Doug

Hi Doug

If a receipt has a status of "delivery note", there is no way to change the status to "invoice" other than to turn it into an invoice by doing an Inv/Adj. This must be done on a one-by-one basis.

I can't tell you how many times I have done this for clients. It goes surprisingly fast. I can do hundreds per hour.

You obviously don't really want those invoices to hit Payables, so the trick is to not make any changes at all, and simply post the delivery notes as invoices.

Before you start, run PO dayend to move any legitimate invoices to Payables. You might also want to retrieve PO activity into JobCost and Ledger. When you are finished, run PO dayend again, and delete the invoice batch that appears in Payables.

Steve

Thanks Steve, that was my fear.

Doug