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Hello All,
We are the manufacturer company and we creates Sales Orders and Purchase Orders in bulk. But we do GRN and Shipment as per our requirement. But if the price of item gets changed then we have to create a new PO/SO. So in this case how we can close that SO/PO.
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Hello,
You can develop functionality to close the remaining/outstanding quantity of SO/PO line wise and force close that respective sales ./ purchase order.
By doing this your outstanding qty and value both became zero.
It will 100% resolve your query.
Thanks & Regards
Sunny
Thank you all for your suggestive answer, Is this possible to mention the reason of archive for any SO/PO!
Hi Murari,
Step 1 : Archive Purchase Order Or Sales Order
Step 2 : Reopen Purchase Order or Sales Order
Step 3: Change Quantity i.e. Quantity = Shipped Qty. or Received Qty. (This shall provide you the correct pending Purchase Order or Sales Order Report)
Step 4 : Release Purchase Order or Sales Order
Step 5: Create New Purchase Order or Sales Order with revised Price / Cost Price
The above process can be automated through customization.
Just archive it first before deleting the PO/SO. You can still look at the history in the archive.
There is also a setting in Sales & Receivables Setup / Purchase & Payables Setup called Archive Quotes and Orders that automatically send the order to archive when you delete the order.
Please don't be confuse. Simply archive the purchase order. When you will archive the existing PO, you will get in purchase history >>>>>
Test Limited/Departments/Purchase/History/Purchase Order Archives. Please follow the below screenshot.
I hope it will help you.
We don't delete the PO/SO. But we want to keep the record of all the data. Thats why we are trying to find the inbuilt functionality or any similar way for same.
Any way thanks for the suggetion.
There is no provision of short closing the PO in base NAV. Though, I suggest you use Blanket Order for your business scenario of Bulk Ordering.
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