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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Purchase Order Auto De...
Microsoft Dynamics NAV (Archived)

Purchase Order Auto Delete

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Posted on by mbr 5,124

Hello Experts,

For some reasons our POs do not auto delete when we post in this order:  Day 1, Create PO and link this to a SO.   Day 3, post PO (receive only).  Day 5, Invoice the SO which will auto Post the PO (Invoice).  Once Sales Order is posted, the linked PO creates the Posted Purchase Invoice.  This is well and good.  However, the PO stays open with amount=0.  We have had to delete this manually.

Is there a set up somewhere that will auto delete a PO that is fully received and invoiced?  I know I can automate this process.  However, I want to ask you guys first to ensure this is done by design and for what reason.

Please advise.

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  • mbr Profile Picture
    mbr 5,124 on at
    RE: Purchase Order Auto Delete

    Thank you.  That worked! I have created a job that will run this daily! Much obliged!

  • Daniel Rimmelzwaan Profile Picture
    Daniel Rimmelzwaan 3,485 on at
    RE: Purchase Order Auto Delete

    The automatic deletion of orders only happens when the shipment/receipt and the invoice are posted from the order itself. The process that you describe (it sounds like you are using drop ship functionality) creates an empty invoice and it pulls in the receipt lines that are linked to the sales invoice. Unfortunately that leaves the fully posted order in the system. As Zac suggested you can run the process that he described in the Job Queue, or you can have your partner add the extra step to the process that finds the related order and if it is fully posted deletes it automatically. I would suggest to add a field to Purchase & Payable Setup so you can turn this behavior on and off.

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    RE: Purchase Order Auto Delete

    Hello,

    As far I know when you post the sales order it will receive the purchase order but not will not invoice, so I believe there is some customization involved in this process which may be causing that issue for you. Please check if there are any customizations

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Purchase Order Auto Delete

    Have you looked at Report 499 Delete Invoiced Purch. Orders?  You may be able to schedule that in the Job Queue and accomplish what you're looking for.  

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