Open Forum

PO Transactions not in Project

  • 1.  PO Transactions not in Project

    GOLD CONTRIBUTOR
    Posted Jun 27, 2019 09:22 AM
    We have a PO receipt batch from May that shows posted but none of the items got moved from committed to actual.  If you try to receive one of the PO's again we get "System Message 6317 - Warning - Purchase order is already being used in unreleased batch"
    The PC_Status = 1 which means it qualifies to come over to Project but has not come over yet.
    How do I get those items to post to project from a prior period?

    TIA!

    ------------------------------
    Karla Johnson
    System Architect
    Schneider Electric
    Carrollton TX
    ------------------------------


  • 2.  RE: PO Transactions not in Project

    TOP CONTRIBUTOR
    Posted Jun 27, 2019 10:07 AM
    Hi Karla,

    In Project Controller Setup / PC Options and Setup Tab, make sure the allow posting to prior period is checked.

    Open Financial Transaction Transfer, change period to what you want to run it for, change the dropdown to whatever module or All, then click begin processing.

    Hope this solves your issue.

    Thanks,
    Michael

    ------------------------------
    Michael O'Neill
    Director of Finance
    Eastex Telephone Cooperative
    Henderson TX
    ------------------------------



  • 3.  RE: PO Transactions not in Project

    GOLD CONTRIBUTOR
    Posted Jul 01, 2019 10:49 AM
    Edited by Karla Johnson Jul 01, 2019 10:49 AM
    Thanks Michael!
    I checked allow postings to prior period, ran FTT for Commitments and the items still show PC_Status = 1 and not on the project....
    Any other ideas??

    ------------------------------
    Karla Johnson
    System Architect
    Schneider Electric
    Carrollton TX
    ------------------------------



  • 4.  RE: PO Transactions not in Project

    TOP CONTRIBUTOR
    Posted Jul 01, 2019 11:24 AM
    Hi Karla,

    Try running it for Inventory...

    Thanks,
    Michael

    ------------------------------
    Michael O'Neill
    Director of Finance
    Eastex Telephone Cooperative
    Henderson TX
    ------------------------------



  • 5.  RE: PO Transactions not in Project

    GOLD CONTRIBUTOR
    Posted Jul 01, 2019 01:01 PM
    Inventory isnt listed....

    ------------------------------
    Karla Johnson
    System Architect
    Schneider Electric IT Mission Critical Services, Inc
    Carrollton TX
    ------------------------------