Outstanding Purchase Orders
Do we not have a report that we can run to see a list of outstanding POs? If I run this report from the 01/09 I do get a result, but if I back date it (which I do have POs beyond the 01/09) it won't...
Forum Discussion
Hi Eliane,
I’m sorry you’re having trouble getting the older purchase orders to appear. There is a report for this, but it sounds like the wider date range is preventing the report from loading correctly. In AccountRight desktop, try:
- Go to Reports > Index to Reports > Purchases.
- Open Purchases Register Detail [All Purchases].
- Select Advanced Filters and set the transaction status to Orders.
- Run the report for shorter periods, such as one month at a time, then export the results to Excel and combine them if needed.
You can also use Purchases > Purchases Register > Orders to view the current list of open purchase orders. This screen is generally the better option for checking which orders are still outstanding and whether items have been received. If the older POs don’t appear in the Orders tab either, reach out to our live chat support through our virtual assistant, MOCA, or submit a case via My Account so the file can be investigated further.
Regards,
Sai
Thanks Isaiah, I just tried that and it didn't work. I do have outstanding orders for August, it should show there:
Hi Eliane,
Thanks for taking the time to try that and for confirming you have outstanding purchase orders from August. It’s unusual that no transactions are appearing after applying the required filters, as the report should display quotes, orders and bills, including open, closed and debit transactions, for the selected date range.
Could you please clear your AccountRight cache first? This may help resolve the unusual behaviour. Once that’s done, go to the Purchases command centre and check whether the August transactions appear from the Purchace Register tab. If they do appear in the Purchases command centre but still don’t show in the report, the issue will need a closer look. Our Support team can investigate this further, so please contact them through any of the options available on our Contact us page.
Cheers,
Princess
Hi Princess, I cleared the cache and it didn't work. Clearly there's a glitch in the software.
Please have support team contact ASAP, I have already contacted them, but as we know, the assistance is very slow!Hi Eliane,
Thanks for giving the cache-clearing step a go. At the moment, there aren’t any known incidents affecting this feature. I can generate the report successfully on my end, but since the data isn’t appearing when you backdate it, our support team will need to take a closer look at the specific file.
I’m unable to arrange a callback from here, but I can see that your support case is already in the right queue with the team. Response times may be a little longer than usual while they work through a backlog. Once they’re available, someone will contact you directly. While you’re waiting, you can also call or connect with them through live chat with our virtual assistant, MOCA.
Cheers,
Princess
