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Open Lines on Transfer and Sales Order

Posted on by 25
Hi Team,
 
Is there any option to close all the open line items pending post TO/SO is shipped out of Warehouse.
 
My defination of Open Line Items is, any left over quantiites in line Items where there is a difference between Transfer qty and Shipped Qty
 
Thanks in advance 
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Open Lines on Transfer and Sales Order
    Hi,

    You can use custom code or workflows to close all open line items pending post TO/SO shipment from the warehouse. Here is a possible approach:

    1. Create a query to retrieve the line items with remaining quantities.

    2. Use custom code or workflows to identify and update the status of these line items as closed.

    3. Run this custom code or trigger the workflow at the appropriate point to close these line items after the outbound process is completed.

    Best regards,
    Kevin

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