Closing Purchase Orders

@Ed Leiter
Just read the Total Web Solution - Out of Scope from Database View KB article 204177 and lo and behold Bulk Close of Purchase Orders is listed.

• We observed no usage of this feature in Financial Edge NXT database view, so we have decided not to carry over the functionality into web view. You will still be able to create POs in bulk, just the ability to close in bulk will not be available.

What does that mean we observed no usage of this feature in Financial Edge NXT database view? I used it.

@Alicia Sharma
If the remaining balance will not be received, you will need to cancel it. See Knowledgebase article 38544.

How to close a partially receipted purchase order

How to close a partially receipted purchase order

Answer:

1. Ensure the period from which the PO was posted is open
2. From the Accounts Payable Records page, click Purchase Orders
3. Click Close Purchase Orders
4. Click Close to select specific purchase orders
5. Under the option If a purchase order has unreceived line items , select Action of Cancel and fill in the information
6. Complete the remaining options on the Close Purchase Orders screen
7. Click OK to close the selected Purchase Orders

@Patricia Iannotti

How could Blackbaud observe no usage of the Bulk PO close function in database view when people used it. Doesn't make any sense. Take for example the merging of AP vendors in database view which was initially out of scope for FENXT. Was the same conclusion made there too. There was no usage of it. Blackbaud certainly underestimated their customer's desire in retaining this functionality in web view. The response in the idea bank on this has been overwhelming to say the least. It makes you wonder who is making these decisions on what is out of scope for the TWS on certain features. I hope it is not for convenience-sake from a business decision point of view as opposed to a customer point of view.