Enhance the Handling of Incomplete Purchase Orders
The current system does not efficiently handle situations where a purchase order (PO) is partially received and remaining items are no longer expected. For instance, if we are invoiced for 10 items and only receive 8, the logical approach to handle the shortfall would be to issue a credit note for the 2 unshipped items and mark the PO as complete. However, the current system obliges us to falsely mark the remaining 2 items as received, create a credit note, and then perform an unstock. This process inaccurately moves our inventory levels and does not accurately represent the actual transactions.
Desired Feature: We request an update to the inventory system to handle incomplete POs more accurately and efficiently.
- Allow for the creation of a credit note directly linked to the unshipped items of a PO without the need to falsely acknowledge their receipt. Which in turn enables the mark as complete button/feature
Benefits of the Proposed Feature:
- Accuracy in Inventory Tracking: Ensures that our inventory records directly reflect actual stock levels, preventing discrepancies and errors.
- Operational Efficiency: Streamlines the process of handling incomplete POs by reducing unnecessary steps, saving time and reducing the potential for manual error.
- Enhanced Reporting and Compliance: Improves the reliability of financial and inventory reports by accurately capturing the true state of transactions and inventory.
Comments
3 comments
We would second this. And go further that the procedure should be made possible for sales orders as well.
We had a recent instance of a prepaid sales order cancelled because we didn’t have the stock. The only way we could credit this order to refund the money was to fictitiously receive the stock to complete the sale, generate the credit note, restock the pretend stock and then manually adjust out the stock!!
Agreed, same issue here. Is a lot of steps for our empl's to correctly process incomplete POs and prepaid/cancelled (drop ship) orders
Completely agree. Not being able to cancel products that we haven't received or been billed for in a PO (and won't!) is a really significant weakness in the current PO process. It would be great if you could look at this. In the meantime we will do the manual process as per your client in the comment above
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