Cleanup/close old PO's with receiving

We've been using Infor for just over a year. In our old system, when it was time to clean up old PO's that were RNI, we were told not to back the receipts out because there was a process that we could run that would clean up the PO's and the receipts.

We have PO's now, in Infor, that are RNI, and we need to clean them up. My question is does Infor have an internal process for cleaning these up, or do we need to reverse the receipts and cancel the remaining balance on these PO's?

Thank you

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Infor Lawson Supply Chain Management - Discussion

Comments

unknown

Yes, there's a process. We had the same situation and I got information from Infor Support. It's best to open an incident and ask for the procedure, because of potential trouble. I was told to use a sequence involving PO135, MA180, and PO190. But in case of something going into recovery, they told me, stop right there and open an incident immediately. Also, I was told to test first in our Test/Staging system, which I did. Good luck!

jon-athey

We have a process where the buyers work their RNI that is > 60 days old. They'll check the document imaging system for scanned packing slips and check with the department to verify receipt. If not actually received the receipt will be backed out (and subsequently show up on the expediting report - PO223). If truly received they'll call the vendor to see if an invoice is coming. If for some reason no invoice is coming they'll request AP to run MA80 on the receipt (for N and X items).

unknown

We export our PO135 and separate it out by vendor and split it with the AP team. They verify no invoices are lingering unpaid and we are not expecting any in the future. Then we have another associate in the finance dept. use the MA180 or MA80 to archive the old RNI po's. We also use this as a tool to identify areas we can improve on in the PO/Receiving/Matching process. We have been using this method for about 3 years now without any issues.

unknown

From some v9.x and higher - you can also use FC= V (Archive) from PO20 to clear the RNI. Our Finance likes it better - not entirely certain why, but I know it works better with inventory lines.

unknown

Our Director of AP has asked if anyone has ever used the write-off on MA180 but not archive the receipt after writing off. Basically, try to leave the receipt open in case an invoice came in later but create an entry to clear.

I think we are all in agreement this is not recommended and not best practice. I was just curious if anyone has actually done something similar.

unknown

We always use "Write-off and Archive"

unknown

Jon-What do you do for the inventory items?

jon-athey

Nancy- the buyers work the RNI report the same whether inventory, nonstock or specials. They look at packing slips to make sure the receipt is correct. If correct they contact the vendor to see why we haven't received an invoice and request that an invoice be sent. If the receipt is not correct they adjust the receiver and contact the vendor to see why the item hasn't been shipped. If inventory was received that was not actually shipped, counts would be off leading to possible adjustments to inventory or issues of inventory that wasn't actually there to departments. The correct thing to do in this case would be to adjust quantities in or credit departments and then adjust the receipt.

0911060553270289.pdf

unknown

What validation/verification steps do you take in your process ? I've been given similar instructions but I'm not familiar with the data to see what would be a red flag before completing the process in production.

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