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Tracking customer P.O./Balance in Dynamics GP

Posted on 2015-02-19
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Last Modified: 2015-02-24
We have several large customers who cut POs for our services. They are not however for a fixed amount of service but instead are more like a "not to exceed". We then track invoices against those POs until the PO amount has been exausted and then let the customer know that a new PO is needed.

How could this be tracked in GP? The PO module seems to be for creating our own POs and not recieving them and I could find very little information on having customers "on account".
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Question by:b_levitt
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Victoria Yudin earned 500 total points
ID: 40619303
There is really no simple or built-in way to do this in GP. The only thing I can think of is setting up a sales order for each PO and then billing a partial amount from the order, but I don't think this will work well for services (as opposed to inventory items) and might start getting very messy very quickly. It would also cause more work each time you need to invoice, which may be counterproductive.

I would probably recommend saving the PO information in an Extender window (or custom table if you don't have Extender), then creating a custom report for tracking and reporting on the information you need to see.
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by:b_levitt
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Ok thank you.
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