How to Write Off Incomplete Orders in Purchase Order Processing

Home | News & Updates | Sage Product Tip Of The Week | How to Write Off Incomplete Orders in Purchase Order Processing

Have you got a Purchase Order that’s sitting as Live, but you know it’s never going to receive any more stock, or invoice any further? You don’t want it to be Live forever, but how can you complete it?

Have you got stock that keeps showing as ‘unconfirmed’ on your Stock Valuation even though you know you’ve received it?

You need to “Write Off Incomplete Orders”!

This process in Sage marks the Purchase Order as complete, without having to fully receive or invoice all the lines in the usual way. For those of you who confirm your goods at invoice, this will also mark any un-invoiced but received goods as being confirmed.

Purchase Order Processing > POP Maintenance > Write Off Incomplete Orders

You can do this for a specific PO or based on a date range, so in this scenario you can just pick the order in question.

Depending on the stage of the PO and the level of integration you have with your stock and nominal ledgers, this may post a journal to the nominal code you have specified for Write Offs, and your stock nominal.

If you do not wish this journal to be posted, you would reverse it afterwards with a manual journal entry – the details you need to reverse will be in the Transaction Audit Trail. However, most of the time no nominal postings are carried out and the only outcome is that the PO is closed.

If you would like to stay in the loop about our latest tips then make sure you are following us on TwitterLinkedIn and Facebook!

For more support concerning your Sage system, take a look at our Sage support service. Contact us via the enquiry forms or call 01332 959 008.

Interested to know more about our Sage solutions?

Call 01332 959008 or enquire online today

"*" indicates required fields

Newsletter Sign-Up