Purchase Order

  • Purchase Order

    Posted by DSC Communities on May 2, 2017 at 7:48 pm
    • Jaime Goodman

      Member

      May 2, 2017 at 7:48 PM

      I had someone create a purchase order in error.  How do I delete it as it is not needed?

      Thank you,

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      Jaime Goodman
      Community Medical Centers
      Stockton CA
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    • Victoria Yudin

      Member

      May 3, 2017 at 5:49 AM

      Jaime,

      If it’s not released yet, you can just open the Purchase Order and Delete it. If it’s already released, you can Void it. Both Delete and Void are under Actions on the Purchase Order Entry window.

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      Victoria Yudin
      Microsoft Dynamics GP MVP 2005-2017
      Flexible Solutions, Inc.
      http://www.GPReportsViewer.com
      http://victoriayudin.com
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    • Lisa Duke

      Member

      May 3, 2017 at 9:06 AM

      Just enter the quantity ordered in the quantity canceled field for all line items and print to screen.  This will close the purchase order.

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      Lisa Duke
      ShuBee
      Macon GA
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    • David Cervelli

      Member

      May 3, 2017 at 9:48 AM

      Just for completeness a few other options to consider.

      1. Transactions>>Purchasing>Edit Purchase Order
      • If not yet been released delete it.
      • If PO has been released then you will need to void it then delete it.
      1. Transactions>>Purchasing>Edit Purchase Order
      • Cancel the PO document and all its line items by changed the status to canceled.
      1. Microsoft Dynamics GP>>Tools>>Routines>>Purchasing>>Remove Completed
        Purchase Order
      • Move the cancelled PO to History.
      1. Microsoft Dynamics GP>>Tools>>Utilities>>Purchasing>>Remove Purchasing History
      • Purge PO from History

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      David Cervelli
      Managing Partner
      Strategic Systems Group
      Thousand Oaks CA
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    • Jaime Goodman

      Member

      May 3, 2017 at 5:10 PM

      Thank you

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      Jaime Goodman
      Community Medical Centers
      Stockton CA
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    • Mary Ellison

      Member

      January 19, 2022 at 2:46 PM

      What about a PO that has been fully received in GP?  Would it need to be reversed or can you void it and remove it?

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      Mary Ellison
      Business Systems Analyst
      Blommer Chocolate
      Chicago IL
      mellison@blommer.com
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    • Jaime Goodman

      Member

      May 3, 2017 at 5:10 PM

      Thank you to all for your help!!

      ——————————
      Jaime Goodman
      Community Medical Centers
      Stockton CA
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    DSC Communities replied 7 years, 2 months ago 1 Member · 0 Replies
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