Purchase order link disappears when item updated on invoice
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
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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 :
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