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Dynamics 365 Community / Blogs / gp2themax / Completed Sales Orders not ...

Completed Sales Orders not Moving to History

Frank Hamelly | MVP, MCP, CSA Profile Picture Frank Hamelly | MVP... 46,615 Super User 2025 Season 2
Just finished a little Sales Order cleanup for a customer who had 2 sales orders in the system that  were fully invoiced, yet the SO's didn't automatically move to History.  Turns out that if a quantity on a Sales Order is reduced to zero, or cancelled, prior to invoicing, the SO will not move to History automatically.  You have to manually move them using Sales>>Utilities>>Reconcile-Remove Sales Documents.
 
 
 
 
Interesting.

This was originally posted here.

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