Why a product order or a product receipt is not available in Dooap?
If a product order or a product receipt is not displayed when clicking Select PO & product receipts, please follow these instructions to resolve the issue.
Issue Overview
- A PO has been created, but it is not displayed in the list of available POs.
- A PR is not selectable.
- The PR is not automatically selected when selecting the PO.
- This results in the inability to match the invoice.
Possible Causes
Here are the potential causes listed for POs and PRs.
Missing PO
1. The PO has not yet been imported to Dooap.
⇒ Click the refresh button to fetch any new purchase orders that have arrived since the last update.
- An Admin user may also perform a full AX Import in Admin > AX Import.
2. The PO has been created but it is in Draft status.
⇒ Approve and confirm the PO in D365/AX2012.
3. The invoice is matched against the vendor account.
⇒ Invoices should be matched against the invoice account, not the vendor account.
⇒ Check that the PO's invoice account has been selected as vendor in Dooap.
4. An incorrect vendor is selected for the invoice.
⇒ Check that the correct vendor is selected for the invoice, as the POs and PRs are displayed according to the selected vendor.
5. An incorrect company is selected for the invoice.
⇒ Check that the company selection is correct on the invoice.
Missing PR
1. The PR has not yet been imported to Dooap.
⇒ Click the refresh button to fetch any new product receipts that have arrived since the last update.
- An Admin user may also perform a full AX Import in Admin > AX Import.
2. The PR is not fully invoiced/closed and it is still in Open order status.
⇒ Check from D365.
3. The PR is cancelled.
⇒ Check from D365, is the PR cancelled or if there a duplicate PRs that have been cancelled.
4. A PR with the received quantity is not available.
⇒ Check from D365 that a PR with the received quantity is available from the PO's General/Line quantity information.
5. The PR has an incorrect invoice account.
⇒ Check the invoice account of the PR from D365. It is possible that the invoice account differs if the PO's invoice account was changed.
⇒ If that is the case, cancel and recreate the PR under the correct invoice account.
6. The total value of the PR is zero.
⇒ Check the PR lines in D365.
- If the PR has 2 lines on it - one line with a negative quantity and one line with a corresponding positive quantity and the total value will be zero.
- The PR will not be fetched into Dooap because Dooap thinks there is nothing to fetch if the total is zero (i.e. the PR has been canceled or already used).