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Purchase Order Fulfillment Worksheet

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How can i force close a PO that was already received? It was received manually, not from the device, and now I can't receive again or create a bill. How can I make it fall off the PO Progress tab?

QuickBooks Desktop

J

JanyRoseBAnswer

Hi there, @judys.

I'm glad you've reached out to us. I'm here to help and provide some insights about Purchase Order Fulfillment Worksheet.

In this case, since the Purchase Order (PO) was already received. What you need to do is delete it so you can create a bill. Here's how:

At the top menu bar, click Vendors.
Select Vendor Center.
Click Transactions.
Select Purchase Orders.
Look for the transaction you need to delete.
Click Delete.
Select OK.

For additional reference, you can check this article:

That should do it! If you have any other concerns, don't hesitate to click the Reply button below. Wishing you and your business continued success.

J

JanyRoseBAnswer

Hi there, @judys.

I'm glad you've reached out to us. I'm here to help and provide some insights about Purchase Order Fulfillment Worksheet.

In this case, since the Purchase Order (PO) was already received. What you need to do is delete it so you can create a bill. Here's how:

At the top menu bar, click Vendors.
Select Vendor Center.
Click Transactions.
Select Purchase Orders.
Look for the transaction you need to delete.
Click Delete.
Select OK.

For additional reference, you can check this article:

That should do it! If you have any other concerns, don't hesitate to click the Reply button below. Wishing you and your business continued success.

J

judysAuthor

That worked. Although I would mention, for the benefit of other users, that the PO will remain in the PO Progress tab until you select “create item receipt” for it. You will get a message that “this PO does not exist in this company file” and then it will fall off the worksheet.

I have another question. Once the status of a PO is “complete”, why doesn’t it fall off the worksheet? What can I do to make it go away?

C

Charies_M

It's nice to have you back, judys.

Thanks for sharing your experience while working with Purchase Order Fulfillment Worksheet in QuickBooks Desktop. This will definitely help other users that may have the same concern.

PO's that are tag as complete will still show on your worksheet for it was processed in the Purchase Order Management window. What we can do is to filter the status of the PO's from the there.

Here's how:

Go to the Inventory window.
Click Purchase Order Management Worksheet.
Click the PO Progress tab.
Click the drop down for All Statuses and choose a status you prefer.
Click the refresh icon.

In case you'd want to learn more about how Purchase Order Fulfillment Worksheet works in QuickBooks, my colleague @JanyRoseB provided some helpful articles above.

Should you have additional questions about managing purchase orders in QuickBooks, don't hesitate to ask me here in the Community.

B

bettyevansant

I have the same trouble, I can't resolve it.

Adrian_A

Hello there, bettyevansant.

If you've already tried the steps provided by my colleague RoseMarjorieA, yet it didn't resolve the issue. I would suggest contacting our phone support. They have extra tools that can check your company file in a most secure environment.

Here's how:

Go to the Help menu, then choose QuickBooks Desktop Help.
On the Ask a question field, enter Issue with Purchase Order.
Then, Continue.
Choose a way you'll want to contact us.

Don't hesitate to hit the Reply button. I'm always here to help.

M

ME818

The QB team is totally wrong on this. In the App on the phone, click the PO, don't receive anything, then click Finish, Then click continue. They will disappear.

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