Close POs Based on Invoice Actuals
Add a bulk action on the invoice listing screen to automatically close related purchase orders based on the invoiced quantities and amounts. Users could select multiple invoices and trigger a "Close Associated POs" action that would adjust PO line items to match what was actually invoiced, then complete and close the delivery. This would streamline the month-end or period-end closing process by allowing users to efficiently finalize multiple POs at once directly from where they're reviewing invoices.
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04 Dec, '25
Jennifer AdminHighlighted comment
This needs to work for increasing or decreasing the PO line item amounts. If PO line item 1 amount is lower than the invoices linked to it, it needs to update to the higher invoice amounts. If PO line item amounts are higher than the invoices lined to it, or there no invoices linked to it, the PO line item amount needs to decrease to the amount that matches the invoices linked to it.