How to short close any PO or SO in Dynamics NAV 2016.

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Posted on by Murari Jangid

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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Gulshan Shubham 2,210 on at

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

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You can always delete the PO/SO if you no longer need it. You can archive it first if you want the history.

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Murari Jangid 85 on at

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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.

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manish.yadav 1,893 on at

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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.

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

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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.

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Manish Mutha on at

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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.

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Murari Jangid 85 on at

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Thank you all for your suggestive answer, Is this possible to mention the reason of archive for any SO/PO!

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

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Historical purpose.

You can also restore from archive back to SO/PO if needed.

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Sunny10 2 on at

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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

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