Bulk archive and delete of open Purchase Orders and Sales Orders

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Posted on by CN-01041115-0

Is it possible to select multiple Purchase Orders or Sales Orders and bulk archive and delete them.

Some PO's or SO are partially shipped or invoiced and cannot be closed or removed from the list.

What is the solution of selecting multiple, archiving and deleting them to clean up lists?

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Dynamics 365 Business Central

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Pallavi Phade 727 on at

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Bulk archive and delete of open Purchase Orders and Sales Orders

Namaste ,

There is no provision for Bulk archival of Sales Order , Purchase orders . For Bulk Archival it will attract customization

Found some Reports for deletion of Orders in case of partail shipped, invoiced.

Do this activity in sandbox , if found ok then proceed for production

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Pallavi Phade

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RK-03060518-0 119 on at

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Bulk archive and delete of open Purchase Orders and Sales Orders

In Business Central, there is no standard functionality to bulk archive and delete multiple Purchase Orders or Sales Orders at once, especially if they are partially shipped or invoiced. Each order must either be fully processed or manually deleted if no transactions exist. For partially processed orders, you can manually update remaining quantities to zero (by closing the lines) and then archive them one by one using the Archive feature before deletion.

Alternatively, you can use the Short Close Order add-on from AppSource, which allows you to short close outstanding Sales Orders and Purchase Orders. This will automatically set the remaining quantities to zero, effectively closing them and removing them from the open order list.

Link to the add-on: https://appsource.microsoft.com/en-us/product/DynamicsBC/PUBID.dhyeyconsultingservicespvtltd1584430919382%7CAID.short_close_order_mgmt%7CPAPPID.99dc25ec-ea77-49b8-8059-37ed1990e390

Thanks

Rishabh

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