DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Should Purchase Orders disappear when converted to Purchase Invoices?


#1
  1. I prepare a Purchase Order and send it off
  2. The goods arrive and I get an Invoice
  3. I create an Invoice from the Purchase Order and I ‘Spend Money’ on it.
  4. Should that Purchase Order still be there, or should it have vanished now it has become a Purchase Invoice?

#2

I think you have the same idea as I have; we’ve probably used the same software in the past, as a PO is just a deletable transaction, until it has been “Received”, at which point it isn’t deletable anymore. However, in Manager, a PO can be deleted after Purchase Invoice has been created.


#3

I guess this could be eventually implemented but first I’m going to add concept of statuses. Perhaps that would be better approach than outright deleting purchase order.


#4

So in answer to my question, as the software is designed at the moment, should the PO disappear or not?


#5

No.


#6

Thanks. It isn’t disappearing and I wondered whether it should. I just wanted to check I was doing things right.