Check purchase orders

Check purchase orders

Overview                                                                                                                                                                                                                                   

You can review your Purchase orders for items that do not have a Fully Received Date, an Invoice Date and/or a Supplier Invoice Number.        

Review your purchase orders

If a Purchase Order does not have an Invoice Date and a Supplier Invoice Number it will not be available on your Cin7 Omni Accounting dashboard to be synced to your Accounting application.

  1. From the left navigation panel in Cin7 Omni, select Purchases, then Purchase Orders.

  2. In the Purchase Order Status dropdown, select “Received But Not Invoiced”.

  3. All the rows returned are missing the Invoice Date.

  4. Check if any row also has a blank in the Supplier Inv No column. This indicates that the Supplier Invoice Number is missing.

  • We recommend you do not filter by selecting dates - this is so you can check all Purchase Orders in the system.

If a Purchase Order does not have a Received Date it will not be included in the Inventory value in Cin7 Omni yet will be included in the Inventory value in your Accounting application once that Purchase Order has been synced to your Accounting software.

  1. From the left navigation panel in Cin7 Omni, select Purchases, then Purchase Orders.

  2. In the Purchase Order Status dropdown, select “Invoiced”.

  3. Check if any row has a blank in the Received column.

  4. Check if any row also has a blank in the “Supplier Inv No” column. This indicates that the Supplier Invoice Number is missing.

  • We recommend that you do not filter by selecting dates so that you can check all Purchase Orders in the system.

Update the missing date(s)

Update Individually

Click into each purchase order individually to update the Received Date, Invoice Date and/or the Supplier Invoice Number.

Sync Transactions

Now that you have updated your Purchase Orders, remember to sync the updated transactions to your Accounting application.
You can do this from your Cin7 Omni Accounting dashboard.
Remember to sync the resulting suppliers first, and then Purchase Invoices.     

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