open documents for go alive

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Posted on by Aspen

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Hi Guys,

What are the best practices in bring in the open documents for go alive? In ideal scenarios, PO, SO, Production order could be recreated in BC either manually or using configuration package. But how about the PO, SO, production order that has received not invoiced qty, shipped not invoiced qty, and unfinished production that have consumptions posted?

Thanks for your insights!

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Dynamics 365 Business Central

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YUN ZHU 95,739 Super User 2025 Season 2 on at

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If you want accurate data, you need to import the complete order and then post it from BC.
Because the data after posting cannot be imported.

But this requires you to organize accurate data, such as the quantities of orders, ship, and invoice.
Then this posting process will also affect the Opening Balance, and you need to do detailed testing in the test environment.

Hope this helps.

Thanks

ZHU

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Yi Yong 2,563 Super User 2025 Season 2 on at

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Hello,

I don't see a fast and easy way to do so.

How I did for orders that are received/shipped not invoiced is to import them as open order and post them in BC again and accordingly.

We managed to do this because it is only a couple of hundreds orders and the orders that are over 1 year are skipped.

Because you are posting it in BC again, you will need to ensure the transactions posted are adjusted otherwise you will inflate the trial balance due to the entries is already part of the trial balance opening.

You will also need to take note of the items quantity, the project I did this is mainly doing drop-shipping so it was easier.

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Aspen 382 on at

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What adjustments are needed if a received/not invoiced PO is imported into BC and reposted?

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YUN ZHU 95,739 Super User 2025 Season 2 on at

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For example, AR and AP, when you import the opening balance, it is already the final amount, but when you import open documents and post, it will be calculated again. . . .

Note that this also involves costs, taxes, etc.

Thanks

ZHU

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Teddy Herryanto (Th... 14,284 Super User 2025 Season 2 on at

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best if you can fully invoice it prior go-live.

if not, you can create the PO and receive it.

this will affect your AP, tax, inventory and GL, which you need to reverse/exclude from your go-live opening balance.

so, a lot more work to do.

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