Small and medium business | Business Central, N...

PO Status options

(1) Share

Report

Posted on by Phatassets

Is there a way to /close/ a Purchase Order? I want to have a Closed status for report filtering; seems like PO's just hang out there. We are quite new to BC, but I cannot find anything on this other than the Archive or Delete option, (both of which I don't really understand). I just need a Status that tells me its done and a way that the PO stays in BC history. Thanks in advance.

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

Gerardo Rentería Ga... 25,236 Most Valuable Professional on at

Like (0)

Report

Hi

You can rely on the state released. Here information

https://learn.microsoft.com/en-us/dynamics365/business-central/ui-document-status

The document archive allows you to save several versions of the document and then recover it. You can automate the action or do it manually.

https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-to-archive-documents

The document can be deleted when you have not carried out any operation with the document, or when it has already been completely invoiced.

https://usedynamics.com/intercompany/deleting-invoiced-purchase-orders/

I hope it helps you a little.

Best regards

Gerardo

Was this reply helpful? Yes No
Suggested answer

Jun Wang 8,202 Super User 2025 Season 2 on at

Like (0)

Report

the standard way to close a purchase order is to fully receive and invoice it. Then BC will auto delete the PO from the list.

There would be cases where a PO hasn't been fully received or invoiced but you don't want to keep it. In such case, you could choose to archive it before deleting it.

Was this reply helpful? Yes No
Suggested answer

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

Like (0)

Report

There is no Close status.

When a PO is fully received and invoiced, the PO gets automatically deleted.

if you want to close without receiving and invoicing it, you can achieve it first before deleting it.

You can also set it so the PO is automatically archived when it gets deleted.

The Purchase Order is basically a list of outstanding PO.

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 95,729 Super User 2025 Season 2 on at

Like (1)

Report

Hi, In the Japanese localization package I was responsible for before, we used to customize this feature. Hopefully the information below can give you some tips.

User Manual: https://query.prod.cms.rt.microsoft.com/cms/api/am/binary/RW1hyU2 (Page 379~)

Extension: https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.pacific_business_consulting%7CAID.pbcjp_premium%7CPAPPID.295488e3-644a-4e25-b1c5-8efa020b7d2d?tab=DetailsAndSupport

Thanks

ZHU

Was this reply helpful? Yes No