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Dynamics 365 Community / Blogs / gp2themax / gptip42day - Moving Closed ...

gptip42day - Moving Closed Purchase Orders to History

Frank Hamelly | MVP, MCP, CSA Profile Picture Frank Hamelly | MVP... 46,532 Super User 2025 Season 1

Contrary to what intuition would tell you, closed purchase orders do not automatically move to history as do most other documents in GP.  Over time, the number of closed POs in the open tables accumulates, slowing down search and lookup functions.  If you find this to be the case in your company, institute a process to move closed POs to history on a periodic basis.  Moving POs to history monthly or quarterly might be appropriate, depending on your PO volume.

Tools>Routines>Purchasing>Remove Completed POs


* click image to enlarge

Enter a PO range to process and insert it into the Restrictions window.  Click the Restrictions button to modify the range to be processed.  Click Process to complete the routine.


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