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Close a Sales order after partial shipment

Hi BC experts,

What is the recommended way to close a sales order after shipping it partially, indicating to ourselves that the remainder of the order will not be fulfilled?

Background: in our line of business it is not unusual to have shortages and they need not be temporary.

After booking the order as *partially* shipped and invoiced, we want it to disappear from the active views, but still be available for reporting of ordered, versus delivered, quantities.

With best regards,
Wolter Kaper

Categories:

Dynamics 365 Business Central

Archive the order. You can then use the archive sales orders data for reporting. Edit the sales order by adjusting the “Quantity” to match the “Qty. Shipped”. Delete the order or have the “Delete Invoiced Sales Orders” routine running on the job queue. You can run the mentioned routine manually too.

Reporting wise I would use the last version of the archived sales order with the posted sales shipments and posted sales invoices.

Worth noting that you can set orders to archive automatically, but on deletion. In your scenario you need it to happen before that as you can only delete it went it’s rolled down to match the shipped qty.: docs.microsoft.com/.../across-how-to-archive-documents

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