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Hi,
Is there a way to automatically cancel or clean up all overdue open sales order and open purchase order in AX 2012?
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hello,
We can write batch job to cancel the orders and set the recurrence for periodic job.
Regards,
Sanju
Hi J_lyn24,
What do you mean exactly by clean up? Deleting those SO/POs?
What does overdue exactly mean? That items have been ordered but never delivered or that they have not been delivered in full?
It would be great if you could provide some additional information and possibly examples what you want to achieve exactly.
Many thanks and best regards,
Ludwig
I think you are referring to short closing / Cancelling of the PO and SO? This requires customization and it is not very complex. However, we can manually cancel the Orders which will set the deliver remainder of the all the lines to zero and cancel the lines which are not shipped at all.
Murthy
Hi Ludwig,
Overdue open sales order means that the items have been ordered but never delivered. (either full quantity or partial quantity) and open purchase order means that the items have been purchased but never delivered by the vendor. (either full quantity or partial quantity).
Is there a set up where in I can select a parameter/specific period to clean up all open order SO and PO?
Thank you.
Hi Sanju,
How does this exactly works and how to do this?
Hello J_lyn24,
If absolutely no transaction has been recorded for your SO/POs and you want to get rid of them then you can simply filter on the status of your SO/POs and then mass delete them by making use of the delete function.
You do not need a customization for that. Simply filter and mass select the records you want to delte and then hit the delete button.
Best regards,
Hello Ludwig,
I can do this for the existing transactions. Moving forward, I want the automatic cancellation to be schedule for a specific period.
For example: On a month or quarterly basis, all open sales order that exceeds the requested ship date will automatically be cancelled.
In the sales and marketing module under the periodic tasks we have a cleanup section that allows - among others - to delete SOs depending on the criteria that you specify.
I think this standard feature seems to be what you are looking for.
Can you give it a try in a test / demo environment to test this?
It depends in part how automated you want it to be, the routine referenced will delete orders, but not if you have not invoiced a shipped amount, the order is in WIP. In the past I have specified routines to do this, so in some retail industries there are 1000's of lines a day, at the end of the day anything outstanding is removed, so we wrote a routine to remove all of the "deliver remainder" quantities which removes all outstanding quantities and then when they are later invoiced the whole order status changes.
Purchase orders are slightly different in my opinion, a contract has been entered into for the supply, many industries have late or part deliveries and this can drag on but they are still required. What happens if you delete the order today and they deliver tomorrow - you need to inform the vendor of the cancellation, let them be aware of the impact (it could be on a ship that is delayed etc.) and once agreed you cancel. It maybe your industry has the contract whereby any late delivery is cancelled, it is just the reverse of the sales story I gave earlier, the customer is placing the order and knows if it is not delivered they need to reorder because it is not coming. I would however suggest this is not the norm.
Hello.
Is it possible to do this for open order lines?
If for example, we want to delete all open order lines at the end of tha day and not delete all open orders.
Thanks.
Thodoris.
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