Given this issue, how does one retrieve the original purchase number (from a PO) once the purchase has been converted to a bill? It seems to just vanish. Surely not...?
Hi BGMH,
The original purchase order (PO) number doesn’t carry through automatically when you convert a purchase to a bill. If you want to hold onto that original PO number, you’ll need to manually enter it when you’re converting the purchase. This can only access within AccountRight not when using the browser version. You can refer to the help article that Princess_R previously provided for more info. Bit of a manual job, but that’s how it works!
Regards,
Shella
Hi Shiela,
Thanks for your reply. My question isn't about the PO number not carrying over to bill — I can see why that might be a requirement for some.
What I asked was how to retrieve the purchase number of a PO after that PO has been converted to a bill—just like you can track a quote that became an invoice, it's sometimes vital that you can confirm which PO became which bill.
A purchase order continues to exist in the database after being converted into a bill because recreating the purchase order with the original no. warns of duplication. But I can't find a way of surfacing that original PO in the web version.
I'm hoping it's possible.
I'd actually like to know the answer to BGMH's question also. Once a purchase order has become a bill how do we find details of the original purchase order? In the history of the bill there's nothing there to say that it came from a PO apart from the PO number (which can be changed manually). How does this stand up in auditing? How will an auditor trace purchases back to a PO? How can an owner search through PO's to check what it was originally for?
Hi Leashy79,
Good question! You are right, spotting bills that were converted from purchase orders isn’t super straightforward, you’d need to do a bit of manual digging, which can take a little time. There’s no quick way to check it in the system. One workaround is to pop a note on the bill when you convert it from a purchase order. It’s an extra step, but it’ll make things heaps easier when you’re auditing down the track.
Regards,
Genreve
you’d need to do a bit of manual digging, which can take a little time. There’s no quick way to check it in the system.
Could you provide specifics about this manual digging process pls?
