i’m not sure if this question makes sense, but whe...
# generala
automation_nation10
12/04/2023, 2:07 PMi’m not sure if this question makes sense, but when making a copy of a transactions, the related records tab doesn’t show. is this expected / is there a way to show it?
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NElliott
12/04/2023, 2:09 PMIt is expected, as it's just a copy and has no real "relationship" with the original document to be considered "related".
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automation_nation10
12/04/2023, 2:17 PMmakes sense. one of our users is reporting they can only “Bill” from the PO once. afterward they have to make a copy so that’s why they are doing this. have you ever seen this issue?
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NElliott
12/04/2023, 2:20 PMI don't even know if that is an "issue" tbh or just how it works. (for example you billed for the entire PO there's nothing left to bill...)
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automation_nation10
12/04/2023, 3:07 PMin the example i saw it wasn’t for the entire PO amount
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Edgar Valdes
12/04/2023, 4:21 PMSounds weird. Better check the real status of the PO and the PO lines when they report the issue.
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automation_nation10
12/04/2023, 5:33 PMhow do i check that?
automation_nation10
12/04/2023, 5:33 PMalso can you set the relationship from the bill side?
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Edgar Valdes
12/04/2023, 5:49 PMThe relationship can't be set manually. It's a native relationship when it exists, or nothing.
Edgar Valdes
12/04/2023, 5:50 PMThe PO has a status in the header, and each line has columns where you can see if it is received (when applicable) and billed.
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Jay Flynn09
12/09/2023, 3:24 AMI have seen in the past when billing the full quantity and just changing the amount the PO will be marked closed.
It seems if fully received PO is billed for either the full amount or full quantity the PO will be marked as Closed.
PO $100 / qty 2
Vendor Bill $50 / qty 2 - PO is marked closed because full qty is billed.
If so, if when billing they also reduce the quantity and amount on the 1st bill then they can continue to bill from the PO record
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