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Mass closing of POs

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Hi, I've searched through previous asked questions but haven't found anything recent.

We have approx 2000 POs to close - these are migrated POs that haven't been used. Is there a way to do this on mass and also bypassing approval workflows?

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André Arnaud de Cal... 303,669 Super User 2026 Season 1 on at

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Hi Sarah,

What is the exact status of these purchase orders? Is there any receipt posted? Do you want to delete the POs or set them to the canceled status?

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Kevin Xia Microsoft Employee on at

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Hi,

Using the data management feature, you can close purchase orders in bulk by importing purchase order data and setting the close status during the import process. At the same time, when configuring packages, you can skip the approval workflow, ensuring that the order is closed without going through a separate approval step.

Best regards,

Kevin

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CL-13032346-0 4 on at

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Hi - I am having the same issue, except I have turned off the "Run business validations" and "
Run business logic in insert or update method" in the entity structure for both Purch Order Lines V2 and Purch Order Header V2 in order to bypass the workflows. I exported a trial run of 3 POs, updated the Purchase Order Status to 'canceled', and re-imported in our UAT environment.

The import says its successful but the purchase orders are not updating.

also, I have both "open" and "received" pos that need to be canceled.

Any advice? Thanks!

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Giorgio Bonacorsi 2,013 on at

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Hello,

What do you means by close? This status doesn't exit in D365FO:

I assume this PO should not be used, so you need to delete it. In this case, you can:

Mass delete

Usually in D365FO, we import open POs when we need to record product receipts. If that’s your case:

Temporarily deactivate the workflow:

Confirm massivly the PO

Enable the workflow

For the POs should only be invoiced, just created as a journal invoice rather import the POs.

Thank you,

Giorgio

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CL-13032346-0 4 on at

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Hi Giorgio, I need to mass cancel the purchase orders. They have already been exported out and into another system. Its not all of the purchase orders that exist in my system, only a portion. They will be a mix of 2 and 3 way match, but I need to cancel them all.

I was hoping to do this in Data Management but have not yet been successful. Thoughts?

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Giorgio Bonacorsi 2,013 on at

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Hello,

Can we have a screenshot of your POs? I assume that you problem is that you already confirmed the PO.

Once confirmed, we cannot delete the PO, just cancel (if there is no transaction). That's avoid to use those POs.

You can cancel manually:

By DMF you have to "temporally" disable the business validation from the data entity. Then update to POs status and re-enable the business validation:

Update by DMF it's not work (sorry, I did a test as well).

Good luck,

Giorgio

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