web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Check out the Community Spotlight Video Series
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to post a sales or...
Small and medium business | Business Central, N...
Answered

How to post a sales order or purchase order with outstanding qty on it?

(0) ShareShare
ReportReport
Posted on by KellyEnhanced 192

Dear All,

I cannot remember how I was able to post a sales/purchase order into posted section with outstanding qtys on it. So for example I have an order line where the original qty was 10 and the customer decided to amend it to 5 instead. So they have a line with 5. How do I put this sales order into posted section? 

Kind regards,

Kelly

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 235 User Group Leader on at

    Qty to Ship and Qty to Invoice should be 5 and you post the invoice.

    The document will remain open, if you wish to close, change the quantity ordered to 5 and delete.

  • Suggested answer
    Vaishnavi J Profile Picture
    Vaishnavi J 3,096 on at

    Hi,

    If you have original quantity 10 and you only need to ship and invoice 5 then

    in qty to ship and qty to invoice field add 5 and then post it

    This will create Posted Sales Invoice of 5 quantity whereas the Sales Order will be remain open  with remaining quantity 5

    If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much.

  • KellyEnhanced Profile Picture
    KellyEnhanced 192 on at

    Thank you both for your replies but I don't understand when you say delete, as I can reduce down the original order qty to 5 to match the qty shipped, but I want to move the sales order into the posted section. So it isn't still outstanding if that is possible.

  • Suggested answer
    IB-29041624-0 Profile Picture
    IB-29041624-0 1,191 Moderator on at

    When you post the 5 items your customer wants a posted sales invoice will be created so you can see the historical record of that in posted sales order. After you have posted you can reduce the quantity on the sales order to 5 so that the qty matched the shipped and invoiced qty. After that you can simply delete the sales order. And you will still have the posted sales invoice in your database even after deleting the sales order.

    By design the system will delete fully invoiced sales orders automatically. But because you originally had a qty of 10 you need to maintain it yourself.

  • KellyEnhanced Profile Picture
    KellyEnhanced 192 on at

    Thank you to everyone that replied to this query, I reduced down the original qty so that it matched the qty shipped and invoiced and then deleted the sales/purchase order.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Check out the Community Spotlight Video Series

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 572 Super User 2026 Season 2

#2
YUN ZHU Profile Picture

YUN ZHU 331 Super User 2026 Season 2

#3
Grigorios Mavrogeorgis Profile Picture

Grigorios Mavrogeorgis 330 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans