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Frequent Explorer *

Purchase Order Fulfillment Worksheet

How can i force close a PO that was already received? It was received manually, not from the device, and now I can't receive again or create a bill. How can I make it fall off the PO Progress tab?

Solved
Best answer 01-14-2019

Accepted Solutions
QuickBooks Team

Re: Purchase Order Fulfillment Worksheet

Hi there, @judys.

 

I'm glad you've reached out to us. I'm here to help and provide some insights about Purchase Order Fulfillment Worksheet. 

 

In this case, since the Purchase Order (PO) was already received. What you need to do is delete it so you can create a bill. Here's how: 

  1. At the top menu bar, click Vendors.
  2. Select Vendor Center.
  3. Click Transactions.
  4. Select Purchase Orders
  5. Look for the transaction you need to delete.
  6. Click Delete.
  7. Select OK

For additional reference, you can check this article: 

That should do it! If you have any other concerns, don't hesitate to click the Reply button below. Wishing you and your business continued success. 

9 Comments
QuickBooks Team

Re: Purchase Order Fulfillment Worksheet

Hi there, @judys.

 

I'm glad you've reached out to us. I'm here to help and provide some insights about Purchase Order Fulfillment Worksheet. 

 

In this case, since the Purchase Order (PO) was already received. What you need to do is delete it so you can create a bill. Here's how: 

  1. At the top menu bar, click Vendors.
  2. Select Vendor Center.
  3. Click Transactions.
  4. Select Purchase Orders
  5. Look for the transaction you need to delete.
  6. Click Delete.
  7. Select OK

For additional reference, you can check this article: 

That should do it! If you have any other concerns, don't hesitate to click the Reply button below. Wishing you and your business continued success. 

Frequent Explorer *

Re: Purchase Order Fulfillment Worksheet

That worked. Although I would mention, for the benefit of other users, that the PO will remain in the PO Progress tab until you select “create item receipt” for it. You will get a message that “this PO does not exist in this company file” and then it will fall off the worksheet.

 

I have another question. Once the status of a PO is “complete”, why doesn’t it fall off the worksheet? What can I do to make it go away?

QuickBooks Team

Re: Purchase Order Fulfillment Worksheet

It's nice to have you back, judys.

 

Thanks for sharing your experience while working with Purchase Order Fulfillment Worksheet in QuickBooks Desktop. This will definitely help other users that may have the same concern.

 

PO's that are tag as complete will still show on your worksheet for it was processed in the Purchase Order Management window. What we can do is to filter the status of the PO's from the there.

 

Here's how:

  1. Go to the Inventory window.
  2. Click Purchase Order Management Worksheet.
  3. Click the PO Progress tab.
  4. Click the drop down for All Statuses and choose a status you prefer.
  5. Click the refresh icon.

In case you'd want to learn more about how Purchase Order Fulfillment Worksheet works in QuickBooks, my colleague @JanyRoseB provided some helpful articles above.

 

Should you have additional questions about managing purchase orders in QuickBooks, don't hesitate to ask me here in the Community.

Frequent Explorer *

Re: Purchase Order Fulfillment Worksheet

Does this mean that after a month with approximately 10 PO's per day, I'll have a very very long worksheet? The filter helps but it's definitely not a solution. Is there a different way to go about creating a bill after the items were received so that I don't encounter this problem?

Moderator

Re: Purchase Order Fulfillment Worksheet

Hello, @judys.

 

Allow me to chime in the conversation and help share some information about purchase order in QuickBooks. 

 

There a different way to receive the items from a Purchase Order Fulfillment Worksheet. You don't need to go to the purchase order management to create a bill or receipt. Instead, you can go directly to the purchase order transaction in QuickBooks and receive the items from there. Once you receive the items, the PO will no longer show on the Purchase Order Management window.

 

Let me know how it goes. I'll be on the lookout for your reply if you have other questions. 

 

 

 

Frequent Explorer *

Re: Purchase Order Fulfillment Worksheet

I tried this now. Now, the status of the PO is "received", not even "complete", and it still shows on the PO Progress Tab.  When I try to select any of the available actions, I get the following message: "Item receipt or bill can't be created because one or more items in your purchase order were modified. Kindly close this purchase order and resend receive list with the new items." Any advise? The logical process would be that once a purchase order is received in full and a bill is created from it (status = complete), it should fall off the PO Progress tab.

Moderator

Re: Purchase Order Fulfillment Worksheet

Good day, judys.

Allow me to take over and help you with your purchase orders in QuickBooks Desktop.

 

To better isolate the issue, you can try to make a copy of the purchase order and delete the original. Or, delete and re-create a new purchase order.

 

If you're still getting the same issue, I suggest you to send feedback regarding features and options you'd like to see implemented in future product updates.

 

Here's how:

 

  1. Click Help at the top.
  2. Select Send Feedback Online.
  3. Then Product Suggestion.

 

You may want to check out these articles:

 

 

If you need help with our QuickBooks Desktop Support, you can call our dedicated team who will be happy to assist you. Our contact details can be found here along with our opening hours:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

 

I'm only a post away if I can be of additional assistance. Wishing you a wonderful rest of the week.

Established Member

Re: Purchase Order Fulfillment Worksheet

I have the same trouble, I can't resolve it.

QuickBooks Team

Re: Purchase Order Fulfillment Worksheet

Hello there, bettyevansant.

 

If you've already tried the steps provided by my colleague RoseMarjorieA, yet it didn't resolve the issue. I would suggest contacting our phone support. They have extra tools that can check your company file in a most secure environment.

 

Here's how:

  1. Go to the Help menu, then choose QuickBooks Desktop Help.
  2. On the Ask a question field, enter Issue with Purchase Order.
  3. Then, Continue.
  4. Choose a way you'll want to contact us.

Don't hesitate to hit the Reply button. I'm always here to help.