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We have a small procurement staff in a project environment; we use the SL purchasing module and ReQlogic for our requisitions,  We do not run inventory, order management, SL's requisitions, landed cost, or pay when paid so ours is a pretty simple implementation.   Our projects typically run around 3 years, and once they are complete, any PO's still open need to be "Completed" so that they are removed from an open PO List and any further PO commitments.

I'm trying to figure out if there is a way to write a procedure to automate closing any PO's that are still open six months after the close of a project.    I figured out how to update the various tables in the PO module, but I'm puzzled about how to kick off a recalculation of PO Commitments.

Is there a way to write a custom stored proc to recalculate all PO commitments, similar to what I think might be happening at a project module's month-end close?   This would allow me to run a query to update the various PO tables, and then just recalc all of the PO Commitments at the end.    This would be a maintenance job we run weekly.

I'd appreciate any insights on this!

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Gail Jones-Nemeth
Financial Systems Analyst
Creative Associates Int'l
Chevy Chase MD
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Hi Gail,

Once the PO is marked as completed, it will automatically clear out the commitment in projects.  I did a test where:

• Created PO to charge a project
  • Saw the commitment on the project
• Received some of the material
  • Saw the material and remaining commitment on the project
• Went to the PO and changed status to Completed
  • The commitment at the project level was 0

I thought this is how it worked but wanted to make sure.  By doing this, you shouldn't have to have anything to update on the project side.

Hope this helps.  Let me know of any questions.

Thanks,
Michael

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

Original Message:
Sent: Nov 09, 2021 09:21 AM
From: Gail Jones-Nemeth
Subject: Closing PO's and PO Commitments

We have a small procurement staff in a project environment; we use the SL purchasing module and ReQlogic for our requisitions,  We do not run inventory, order management, SL's requisitions, landed cost, or pay when paid so ours is a pretty simple implementation.   Our projects typically run around 3 years, and once they are complete, any PO's still open need to be "Completed" so that they are removed from an open PO List and any further PO commitments.

I'm trying to figure out if there is a way to write a procedure to automate closing any PO's that are still open six months after the close of a project.    I figured out how to update the various tables in the PO module, but I'm puzzled about how to kick off a recalculation of PO Commitments.

Is there a way to write a custom stored proc to recalculate all PO commitments, similar to what I think might be happening at a project module's month-end close?   This would allow me to run a query to update the various PO tables, and then just recalc all of the PO Commitments at the end.    This would be a maintenance job we run weekly.

I'd appreciate any insights on this!

------------------------------
Gail Jones-Nemeth
Financial Systems Analyst
Creative Associates Int'l
Chevy Chase MD
------------------------------

Another option to try is once the procedure marks them as completed, create a trigger to run FTT for the commitments and that might get what your looking for as well.

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

Original Message:
Sent: Nov 09, 2021 03:03 PM
From: Michael O'Neill
Subject: Closing PO's and PO Commitments

Hi Gail,

Once the PO is marked as completed, it will automatically clear out the commitment in projects.  I did a test where:

• Created PO to charge a project
  • Saw the commitment on the project
• Received some of the material
  • Saw the material and remaining commitment on the project
• Went to the PO and changed status to Completed
  • The commitment at the project level was 0

I thought this is how it worked but wanted to make sure.  By doing this, you shouldn't have to have anything to update on the project side.

Hope this helps.  Let me know of any questions.

Thanks,
Michael

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

Original Message:
Sent: Nov 09, 2021 09:21 AM
From: Gail Jones-Nemeth
Subject: Closing PO's and PO Commitments

We have a small procurement staff in a project environment; we use the SL purchasing module and ReQlogic for our requisitions,  We do not run inventory, order management, SL's requisitions, landed cost, or pay when paid so ours is a pretty simple implementation.   Our projects typically run around 3 years, and once they are complete, any PO's still open need to be "Completed" so that they are removed from an open PO List and any further PO commitments.

I'm trying to figure out if there is a way to write a procedure to automate closing any PO's that are still open six months after the close of a project.    I figured out how to update the various tables in the PO module, but I'm puzzled about how to kick off a recalculation of PO Commitments.

Is there a way to write a custom stored proc to recalculate all PO commitments, similar to what I think might be happening at a project module's month-end close?   This would allow me to run a query to update the various PO tables, and then just recalc all of the PO Commitments at the end.    This would be a maintenance job we run weekly.

I'd appreciate any insights on this!

------------------------------
Gail Jones-Nemeth
Financial Systems Analyst
Creative Associates Int'l
Chevy Chase MD
------------------------------