Does anyone know of a way to change the GL account on a PO after it has been received but before invoiced? Maybe I’m remembering incorrectly but I could have sworn that I used to be able to just delete the received line and then change it on the PO but it’s currently “greyed” out and trying to delete the PO line gives me the good old “referenced by a material transaction” error.
You have to Un-receive, re-open the PO, change the GL, and then re-receive.
Edit: :Was this a Buy to Job? if so, and the Job had transactions, you may not be able to. So instead do the following.
Write a polite letter to accounting explaining the issue and that they need to do a JE between Acct xxx and yyyy.
Thanks for the reply. That’s exactly the way I used to be able to change these but for whatever reason it’s not allowing me to alter them on these (they’re To Inventory btw). I’m just going to go with the polite letter route I believe. If there’s anything I’ve learned in this business it’s that when people have to correct their own mistakes they tend to start making less of them.
It’s these types of unsolved problems that keep me up at night. When what you normally can do, doesn’t work. Tracking down the root cause teaches you a lot about how the system works as as a whole - and where some things don’t work as expected.
Open the PO with PO Tracker, and see if there are any related things like Part Trans, Invoices, pre-payments, Misc charges, taxes (if you use Tax Connect on AP), etc…