How do I display the open balance on a PO? (2025.02)

Issue

I want to view the open balance on a PO on the printed purchase order. 

 

Explanation

In accounts payable, the open balance on a purchase order (PO) refers to the amount of money still unpaid or outstanding on that specific purchase order. It's the difference between the total value of the PO and any payments, credits, or adjustments that have already been applied to it. 

Open Balance = Total PO Amount - Payments Made - Credits/Adjustments

 

Solution

You need to be running version 2025.02 or later. To view the open balance on a printed PO, add the variable to show the open balance to the PO form definition. From the Print Purchase Orders report, click the Forms tab, and then use the Form menu to select Edit This Form. 

 

In the Forms editor, click Variables . A variable will be added to the editing window.

 

Click Settings . Start typing in Open Amount, and then select Purchase Order Open Amount. Click OK to add the variable to the form. 

 

Finally, drag and drop the variable to position it on the PO form definition. 

 

 

 

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