Purchase order link disappears when item updated on invoice

Rebecca Case
Rebecca Case Member Posts: 3 Reckoner Reckoner

Is there a way that I can change an invoice that is linked to a purchase order, without the link to the purchase order dropping out? As an example - I have come across a number of PO's / invoices which have been raised using the incorrect item. When I update the item on the invoice, the purchase order disappears from the invoice and reverts back to being an open purchase order. I want to be able to update the item and keep the PO.

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,767 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited August 2023

    Hi @Rebecca Case

    The transactions are linked specifically for Item tracking. You would need to update the Item to the correct one on the PO then edit the linked Bill to pick up the same Item on there.

    Alternatively, if you're not bothered about the PO & Bill matching, you can just manually close the open POs by ticking the Closed checkbox at the bottom. This ticks the applicable Item line it & also stamps the entire PO as "CLOSED" for you :

    😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)