Patrick, thanks, I couldn’t find anything in the manual about it and not a lot of help online either. I’d sure like an explanation from Epicor so I’m going to go that route but thanks again, I thought I might be going crazy or missed something…
Mike…
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, February 15, 2016 1:54 PM
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Correct procedure in Epicor 9 to close a PO when there is a balance on an order line
In 9 we simply unapproved the PO and close it. I also track who unapproved it and closed it. I doesn’t make sense to me either but that’s how it works.
Welcome to 9, hope this helps.
Patrick
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, February 15, 2016 13:33
To: vantage@yahoogroups.com
Subject: [Vantage] Correct procedure in Epicor 9 to close a PO when there is a balance on an order line
In Vantage 8.03, the system allowed us to close an open PO at any time. In 9.05, we have now found that we cannot close a purchase order/line/release if it has been “approved”. We can unapproved the PO and then close it but that doesn’t make sense. Vantage 8 didn’t care if the PO was approved or not, it would allow us to close it. What is the correct procedure in 9.05.702A to close a PO that still has a balance of items on it but we are never going to receive them? Thanks in advance….
Best regards
Mike Abell
IT Manager
Flexial Corporation
a company of BOA Group
1483 Gould Drive, Cookeville, TN 38506, USA
Phone: +1 931 432 8408
Fax: +1 931 432 1889
Mail: mabell@...
Website: http://www.flexial.com
http://www.boagroup.com
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