Marking a purchase order as posted without hitting the ledger

[simon]

Is there a way to mark purchase orders as posted without generating ledger entries?

I have a number of purchase orders that have been raised historically, but where corresponding invoice has been booked manually, i.e. not through the Purchase Order process. (This also continues to happen from time to time.)

I would like to mark these as posted so I can use the Purchase Order process as a reliable data source for accruals.

I'm using Sage 50 v21.5.9.201

[brucedenney]

There is no way to do that without external tools.

[simon]

Thanks Bruce.

Please can you recommend a tool?

Also, any hints on getting started with writing my own one? Is this is an SData thing?

[simon]

As far as I can see from looking at the SData schema it seems that the posted flag is not exposed in purchaseOrders. So perhaps this is not possible with SData?

Still hopeful for a 3rd party tool to fix this for me.

[brucedenney]

We use importplus.

http://www.skyewright.co.uk/downloads/win32/

If you would like to purchase a copy it is £225 and I am a reseller.

[simon]

Thanks Bruce.

I have the trial installed.

I can see how to import a purchase order, but I can't see how to edit one that's already there. Am I missing something?

[brucedenney]

To alter an existing purchase orders, you are best to, export them, delete them and then import them again.

This is because the Line numbers are semi random and can change so the only way to be sure which line is which is to export it out and back, there is an extra field called LineID, I use that extensively so that I can keep track of which line is which when working with an external system.

Bear in mind there is the possibility of having the same product on an order multiple times with different delivery dates allocations etc, so you need to know more than just what the product code is to edit the line item.