Unpaid POs

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Matt Leach

• July 23, 2021 13:49

Is there an out-of-the-box report that shows received POs that haven't had an AP entry, or haven't been fully invoiced? 

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  Rebecca Ralls

  • July 24, 2021 00:41

  There is not an out of the box way to generate that report.  PO lines do not track quantity invoiced in the same way that they track quantity received. (It sure would be nice if they did!) For whatever reason, the create payable page displays this data, but it is not saved on the po lines themselves, and therefore, not reportable.  

  However, it is possible to create a rollup field - either using a free package like DLRS, or a combination of  after-save and before-delete flows - to track that information so you can generate such a report.  

  If you would be interested in some help setting this up, you can contact my team at Coastal Cloud: Finance.AccountingSolutions@coastalcloud.com

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