PO Alerts — help
PO Alerts
Purchase orders and requirements orders can drift apart when somebody changes one side without the other. This screen is where that shows up. It is checked every hour.
What you might see
| Alert | What happened | What to do |
|---|---|---|
| PO deleted | A purchase order an RO was waiting on was deleted in QuickBooks. | Decide whether the material is still needed and reorder it. |
| PO line removed | The PO still exists, but the line for this RO is gone. | Same — reorder if it is still wanted. |
| PO closed | The PO was closed in QuickBooks while the RO was still waiting. | Check whether it actually arrived. |
| RO line deleted | Somebody deleted the RO here, but the material is still on order. | Cancel that PO line with the vendor if it is no longer wanted. |
| PO not in QuickBooks | A PO number typed onto an RO line that QuickBooks has never heard of. | Fix the number on the RO line. |
Working the queue
The screen works like RO Import Issues to Resolve: filter chips across the top (Open / Resolved / Ignored / All) with counts, and everything you need to deal with a row on the row itself, under Go to:
- the Requirements Order the line belongs to,
- the purchase order in QuickBooks,
- the buy list the PO was released from,
- Re-buy on the workbench, on the two alerts that put material back in play.
Then close it off:
- Resolve — you dealt with it (reordered, cancelled the PO line, corrected the number).
- Ignore — nothing needed doing.
Resolved, Ignored and All show the last 90 days of closed alerts, with a Show N older link when there are older ones (and a way back). Nothing is deleted — old alerts are only out of the way. Open alerts are never hidden, however old they are.
Either way you are asked for a short note, and the row keeps your name, the time and that note. Nothing clears automatically; an alert stays until a person deals with it, and once closed it will not come back for the same PO and line.
View-only (level 3) accounts see the queue but not the buttons.
Getting to it
SA Logistics Main Menu → PO Alerts, or the button in the top right of the PO Workbench. Both show a red ⚠ warning with a count when something is unresolved, so you never have to open the screen to find out it is empty.
Where else it turns up
Nowhere. There is no Slack message for these — the count on the menu and the workbench is the notification (Dave, 2026-09-07). If somebody wants a Slack ping later we can add it.
PO numbers link into QuickBooks where we hold its internal reference for that document.
"PO not in QuickBooks" (2026-09-07)
You typed a PO number onto an RO line - or released one - and QuickBooks has no purchase order with that number. Until it is sorted the line counts as on order, so it will not appear on the workbench and nobody will buy it. Either correct the number, or open the RO line and remove the PO reference. Checked every hour, starting 12 hours after the reference was entered so the overnight sync gets its chance first.
Sorting the list (2026-09-07)
Click any column heading to sort the list by that column; click it again to reverse. Blank cells always fall to the bottom. Numbers sort as numbers and dates as dates. Button and checkbox columns (Actions, Detail) don't sort. The sort works on the rows already on screen, so it never hides anything the page was showing.