Skip to main content

Notifications

Microsoft Dynamics NAV forum
Suggested answer

Dynamics NAV 2018 Purchase Order Status

Posted on by 5

Is there a way to add a new status to Purchase Orders (such as cancelled or archived)? Currently we have to keep them as 'open' even if they have been cancelled as we do not have the option to change the status to 'cancelled' or 'archived'. I understand that we can delete the purchase orders, but for our own quality purposes, we need to keep a copy of all Purchase Orders raised.

Thanks,

John

Categories:
  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics NAV 2018 Purchase Order Status

    Hello,

    Adding to what Josh has replied with.. I have several customers who also need the history of Purchase Orders and utilizing the Archive functionality will meet the requirements. On the Purchase & Payable Setup you can check the Archiving Purchase Quotes, Blanket, and Orders and Ret. Orders boxes. What this does is each time some releases and reopens an Order an Archive is auto-saved. When the Purchase Order is completed or not needed anymore, a final Archive is made prior to deleting the document. You can then search for Purchase Order Archive and see the history of any PO and all the changes made, by user.

    If you want to add more Status options, as Josh mentioned, this is a customization.

    Hope this helps.

    Thanks,

    Steve

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,155 on at
    RE: Dynamics NAV 2018 Purchase Order Status

    It could be done as a modification. As the field is used in a lot of places it would be easier to implement your own. On the archive pages you could hide the regular “Status” field.

  • John Kavanagh Profile Picture
    John Kavanagh 5 on at
    RE: Dynamics NAV 2018 Purchase Order Status

    Hi,

    When I archive a PO, the status still shows as 'open'. What I want to do is find a way of changing the status to 'closed' or 'cancelled' or 'archived' so that you can see easily from the Purchase Orders tab which orders are still open, which are cancelled etc. Is this possible to do?

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,155 on at
    RE: Dynamics NAV 2018 Purchase Order Status

    There is an archive feature for PO’s. You can set it in the purchase & payables setup. More details on this: community.dynamics.com/.../512406

    In terms of recording cancellations you could look at using the “Reason Code” field. Might not be visible so try configuration, but a modification might be needed. You can then build up a list of reasons that it was cancelled for reporting purposes. That detail will then be on the archived version

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,524 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans