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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Disappearing orders/in...
Microsoft Dynamics GP (Archived)

Disappearing orders/invoices

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Posted on by Donnavon Moser 145

GP 2010 ..

I am looking for any possible causes/solutions/resasons for the following scenario:

Once in a while --  when multiple sales orders are created and successfully 'transferred' to invoices by Sales Support Staff per the Sales Transfer Log report. The AR Clerk attempts to process the 'batch' of sales orders/invosices and one or more of the order/invoices is not listed. It is like it never existed - does not reduce inventory. The solution is easy enough, re-key the order, transfer to invoice and post the new batch with the new order/invoice.

What could be causing these orders/invoices to not be created, eventhough everything in GP suggests they were?

Thanks -- ddm

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  • Elizabeth Gross Profile Picture
    Elizabeth Gross 100 on at
    Re: Disappearing orders/invoices

    Possible numbering issue?  Maybe when it tries to transfer to an invoice that number has already been used and it fails?  

  • Victoria Yudin Profile Picture
    Victoria Yudin 22,768 on at
    Re: Disappearing orders/invoices

    This sounds really strange.  Even if the order was not able to be transferred, for whatever reason, it should not simply disappear.  It should either stay there or get transferred to another transaction (either an Invoice or a Back Order).  Either way, unless you're not keeping transaction history, the order should still be in the system.

    Is it possible that the invoice that is created is being deleted after being transferred from the order but prior to printing/posting?  

    I would start by checking the following:

    - Go to SmartList, under Sales Transactions add a column called Original Number

    - Search for the Original Number equal to one of your 'missing' orders - does it come back with anything?

    - Search for the SOP Number equal to one of your 'missing' orders - does that come back with anything?

  • Donnavon Moser Profile Picture
    Donnavon Moser 145 on at
    Re: Disappearing orders/invoices

    Victoria -- thanks for the suggestion, but neither of the searches produced any results.

  • Victoria Yudin Profile Picture
    Victoria Yudin 22,768 on at
    Re: Disappearing orders/invoices

    Donnavon,

    Thanks for the update.  Just making sure, are you keeping SOP transaction history?  GP | Tools | Setup | Sales | Sales Order Processing - there are 4 check boxes for maintaining history - are they all checked?  I would also recommend making sure that deleting orders is not allowed, at least for a while until you confirm that this is not what is causing the issue.  From the SOP Setup window click on Sales Document Setup, then Order...go through each Order ID and make sure that Delete Documents is unchecked.  With this change, the only thing that could get an order out of the system after it has been saved is an update directly in the SQL tables (which is hopefully not happening?).  I know this will not help for past transactions, but this should hopefully prevent future ones from having this issue.  You will just need to keep an eye on it and see what happens.

  • Donnavon Moser Profile Picture
    Donnavon Moser 145 on at
    Re: Disappearing orders/invoices

    Victoria,

    I have verified we are maintaining SOP transaction history and also verified deletion of all Order ID types is not allowed(not checked). I did verify through the Smartlist report that the (4) other 'orders' on the Sales Transfer Log in question actually generated Invoices were listed on the report.

    I am 2-months into my GP exposure so the SQL update is probably beyond my scope at this time.

    Thanks again for your help and will keep monitoring the situation.

    Donnavon Moser

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