When you create a PO for the purchase of inventory items, there is a column that displays Qty on order. Once you enter an invoice for that PO, the qty on order goes directly to zero. This is not correct, because the qty displayed is actually “un-invoiced qty on order”; while useful to know which POs are not invoiced yet, those items are still on order. It is much more important to know which items have been ordered but not delivered yet. Being able to add a column “Qty to deliver” would be much more valuable to me (and really a LIFE SAVER), but that option is not available when you go to “edit columns” on the PO page. If you insist on keeping “Qty on order” as it is now, could you add the extra column option of “Qty to deliver”? It is a very minor change (at least, seen from here), but would make a huge difference to some users. Thank you!
@JPB, you are absolutely right in the most literal sense, maybe also by convention.
However, the way Manager approaches things is also a valid way of doing things.
There are several stages (statuses, if you will) for Purchase Orders:
On Order→Invoiced→Received
If you look at it this way, i.e. the Qty on Order being the sum of quantities with the status being On Order – or Order Placed more literally – things become clearer and simpler.
Hi, what is incorrect is the labeling of “Qty on order”, it should be “Un-invoiced qty on order”, or in short “Un-invoiced”. Besides the fact that it is misleading, I can live with it. My request is that I should be able to add a column “Qty to receive”, it would be much more useful. All businesses need to have easy access to the goods to be delivered and the goods to be received (back-orders, paid or not paid). There is no straightforward way in manager to see that, not even in reports.
Still on the PO window, the “Delivery status” column erroneously indicates “Delivered” when the goods are not even received yet; it seems to be tied up to the “Invoice status” column and turns green when the PO is fully invoiced (although the goods are not delivered). If the PO is partially invoiced, then it remains “Pending”. I don’t think this is a matter of approach; it is just incorrect.
You can argue about symantics, but unfortunately that leads nowhere. It is correct in a sense that any quantity which has been ordered to be labled On Order unless something else has changed, i.e. being invoiced or delivered.
Anyway, any change in symatics will certainly offend someone somewhere and the users will have to get used to it eventually – which is also true now without having to go through the changes.
That shouldn’t be the case unless:
- You don’t have your Goods Receipts tab enabled, or
- In your Purchase Invoice you have checked the box that says
Also acts as goods receipt
If neither is the case, then this could be a bug. In this case I would ask for more information, namely:
- Your Version and Edition of Manager
- A screenshot of your Purchase Orders tab showing the anomaly
- A screenshots drilling down into the numbers – as you normally would trying to audit the anomaly.
Unfortunately, that’s just a matter of preference. Most would argue, including myself, that partial deliveries should still be followed up for undelivered items. In that sense marking the whole order “Delivered” is incorrect for practical reasons.
Sorry, I’ve been very busy lately.
Find the screenshots below.
I am a cloud (paying) user.
The Goods Receipts tab is activated, and the invoice is not ticked to act as a Goods Receipt.
Seems like the simplest questions are the hardest ones to answer.
The fact that Manager shows the goods as delivered as soon as the invoice is issued, not only considers exclusively the eventuality that the invoice is issued at the time of delivery of the goods (which, we all know, is not the case most of the time), even though the box “act as goods receipts” is not ticked, but is also in contradiction with the information showinfg in the inventory item table (which correctly does not show the goods as received). This would only be half bad if there was another way to easily pull the information (or at least a report on ordered but undelivered goods), but it’s not the case.
Looks like this type of problem does not bother the developer, which is a shame because Manager could evolve easily into a polished and highly marketable (and lucrative) product, instead of being stuck as a project (although a very good one).
At least for one company, I will have to migrate to a much more expensive professional ERP in order to regain proper control of my transactions and inventory. It is a shame, but like they say, it is what it is. Too much money at stake.