How to troubleshoot a Microsoft Dynamics GP Sales Order Processing that did not move to history when it was fully invoiced.

There are two major reasons why an order did not move to history when it is transferred to an invoice. The first is that there is an amount remaining in several columns in the SOP10200. The second there was a deposit on the order that did not get transferred to the invoice.

Troubleshooting steps

Verify there are no quantities on the order that could be transferred or removed. You can follow the below blog to do this.

          https://community.dynamics.com/gp/b/dynamicsgp/posts/sales-order-not-transferring-to-an-invoice

First, pull the order up in Sales Transaction entry. When you expand the line item detail in the Sales Order, make sure that all the quantity fields are set to zero since the items are all fully transferred to the sales invoice:

Qty to Invoice

Qty Fulfilled

Qty Canceled (should be zero unless you did cancel some quantities)

Qty to Back Order

Run the All SO Script.

https://mbs2.microsoft.com/fileexchange/downloadfile.aspx?fileid=638fd638-1035-4e62-8460-2ac16d020a66

Check to see if items have a remaining quantity in any of the columns.  I look at the following columns in the SOP10200:

To move the order to history, all these columns should have a 0 value.

QTYREMAI=Quantity remaining

QTYREMBO=Quantity remaining back order

QTYTBAOR=Quantity to backorder

QTYTOINV=Quantity to Invoice

QTYTORDR -Quantity to order

REMPRICE=Remaining price

OREPRICE= Original remaining price

Compare the quantity ordered (QUANTITY) to the quantities that have been previously transferred by comparing it to these columns:

 QTYCANCE

QTYPRBAC

QTYPRINV

The sum of the above orders should equal the value in the QUANTITY column

Run the below script to update all columns to zero.

update SOP10200 set REMPRICE=0, OREPRICE=0, QTYREMAI=0, QTYTOINV=0, ATYALLOC = 0, QTYFULFI=0, QTYSLCTD=0 
where DEX_ROW_ID=ENTER THE DEX_ROW_ID OF THE LINE

Then run the below script to update the QRYPRINV column

update sop10200 set QTYPRINV=(QUANTITY-QTYCANCE-QTYPRBAC) where DEX_ROW_ID=ENTER THE DEX_ROW_ID OF THE LINE

Determine if there was a payment associated with the order.

If an order was transfer to an invoice and the deposit information was not included when the order was transferred to the invoice, the payment will still be on the order and it will not move to history when the invoice is created. You may also verify if the information in the SOP10100 is correct at the backend by running the script below:

select PYMTRCVD, ORPMTRVD, DEPRECVD, ORDEPRVD, ACCTAMNT, * from SOP10100 where SOPNUMBE = 'XXXXX'

Below is the information about the script above.

PYMTRCVD = Payment Received

ORPMTRVD = Originating Payment Received

DEPRECVD = Deposit Receive

ORDEPRVD = Originating Deposit Received

ACCTAMNT = Account Amount

If there is no payment information go to the next step, if there is payment information, check to see if there are values in the SOP10103 (SOP_Payment_WORK_HIST) for the payment.

Run the below scripts to update the payment data in the SOP10100 and SOP10103.

Update SP10103 set AMNTREMA = 0, OAMNTREM = 0, DEPSTATS = 1 where Dex_Row_ID=Enter your dex_row_id

UPDATE SOP10100 SET PYMTRCVD = 0, ORPMTRVD = 0, DEPRECVD = 0, ORDEPRVD = 0
FROM SOP10100 WHERE SOPNUMBE = 'Enter your order' AND SOPTYPE = 2

Note: If they want the payment associated with the invoice, void the payment in both RM and CM, and enter a new payment on the invoice.

Attempt to move the sales order to history again.

Open the Reconcile-Remove Sales Documents window. (Microsoft Dynamics GP menu >> Tools >> Utilities >> Sales >> Reconcile-Remove Sales Documents

Place the order document number in the From and To field

Mark Remove Completed Documents. This option will move completed documents to history,

if you're keeping history. If you're not maintaining history, the documents will be removed

You can also mark Print Report Only to print the Reconcile-Remove Sales Document Report to verify the information about the document you’ve entered

If this does not resolve the issue, call the Microsoft GP support desk.