It's not unusual for a purchase order to be left open in Dynamics GP due to a vendor's inability to deliver goods. However, when the time comes to close an incomplete purchase order, too many users simply change the P.O. line quantity to match the quantity delivered and close the P.O. The problem with this process is that it reduces visibility of the performance of a vendor. By changing the quantity ordered there is no way to track the fact that the vendor didn't deliver goods.
A better way to close a purchase order is to put any undelivered amounts in the quantity cancelled line. This makes performance information available to SmartLists and Excel reports, making it possible to analyze the performance of a vendor over time. As an example, an analysis may show that it may make sense for a firm to pay a little more to a reliable supplier instead of dealing with the frustration of product outages.
In this recipe, we'll look...