Run an open purchase order report in many Infor systems and you'll find orders that are years old. Some were fully received long ago but never closed. Some have a few dollars or a single unit left on a line. Others were cancelled in an email but never in the system. On their own they look harmless, but together they make your open commitments look larger than they are and make every report that depends on them harder to trust.
The same is true of receipts that were never invoiced. They sit in your accruals month after month, and when someone finally asks what's behind the balance, nobody can answer quickly. The good news is that a short monthly routine, built on one reliable report, keeps both under control.
Why open POs and receipts pile up
Lines left open by small remainders
A line ordered for 100 units and received for 98 stays open, waiting for two units that will never arrive. Multiply that across thousands of lines and your open order list fills with orders nobody is expecting.
Cancellations that never reach the system
A buyer and a supplier agree to cancel an order, but the order itself is never closed or cancelled in Infor. It keeps showing as open, and its value keeps counting as a commitment.
Receipts without invoices
Goods arrive and are received, but the invoice is missing, was matched to a different order, or was paid outside the normal process. The receipt stays uninvoiced, and its value sits in your received-not-invoiced balance indefinitely.
No owner and no routine
Purchasing assumes Accounts Payable will catch it, and Accounts Payable assumes Purchasing will. Without a named owner and a regular review, old items quietly age.
Reports nobody can act on
A long list sorted by PO number doesn't tell anyone what to do first. If the report doesn't show age, value, buyer and supplier, the cleanup never gets started.
What a clean routine looks like
One aged view of open POs and uninvoiced receipts
Build one report in your own Infor reporting tools that shows open purchase order lines and uninvoiced receipts, aged into buckets, with value, buyer and supplier. Sort it by the oldest and largest items, so the first page is the one worth working.
Clear rules for closing
Agree when a line should be closed: for example, a remainder below a set quantity or value, or no activity for a set number of days. Written rules turn a judgment call into a routine.
Named owners and a monthly review
Give each buyer their own section of the report, and review it once a month before close. Track what was closed, what was escalated to a supplier and what was sent to Accounts Payable.
A tie to the General Ledger
Your uninvoiced receipts should agree with the accrual balance in the General Ledger. Checking that tie each month shows whether the cleanup is working and gives Finance a number it can stand behind at close.
A short cleanup checklist
- Open PO lines and uninvoiced receipts in one aged report.
- Value, buyer and supplier on every line.
- Written rules for closing small remainders and inactive lines.
- A named owner for each section of the report.
- A monthly review before close, with actions tracked.
- A monthly tie of uninvoiced receipts to the General Ledger accrual.
Make your supply chain reports worth trusting
ECS Reporting Solutions brings over 20 years of Infor and Lawson reporting experience to supply chain and finance teams. We define the solution together with your team, your team builds the reports in your own Infor system with our guidance, and we check the results against the agreed requirements. See how we help with Infor supply chain reporting, or book a free, private 30-minute Private Reporting Review and we'll look at your purchasing and receiving reports with you.