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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Three way matching and...
Small and medium business | Business Central, N...
Suggested answer

Three way matching and editing of order after Qty is fully shipped and invoiced

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Posted on by Meowmeow258

I understand that the sale or purchase order should be moved to archive once it is fully shipped/received and invoiced.

In our case, i noticed that all the order still remain in the sale order/purchase order screen after it is fully shipped/received and Invoiced.

Question (1)

Could it be due to we are matching the invoice outside the order screen? We did it directly on the Sale/Purchase Invoice screen after the shipment/purchase receipt is posted by creating the new invoice then get shipment/receipt line.

 

Question (2)

I noticed that the status of the shipped/invoiced status do get updated on the sale/purchase order line level. The funny part is even after the order quantity was already fully shipped and invoiced, I am still allowed to update the unit price and release the order without any error prompt? Is this normal?

  • Suggested answer
    JAngle Profile Picture
    JAngle on at
    RE: Three way matching and editing of order after Qty is fully shipped and invoiced

    Use the delete invoiced sales orders/purchase order batch jobs. Your assumption on 3 way matching is correct.

    In terms of editing that’s ok too. Qty. field becomes less prominent once the invoicing and shipping fields equal the original value.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Three way matching and editing of order after Qty is fully shipped and invoiced

    Hello,

    Adding to Josh's reply... If you are using the Purchase or Sales Invoice document and using the Function Get Receipt Lines and Get Shipment Lines, this process, completely posts the Invoice but leaves the PO or SO open. Use the Delete function Josh mentions to clear completely processed PO and SO documents. If you use the PO and SO directly to Invoice, the document will archive and delete itself.

    Thanks,

    Steve

  • Meowmeow258 Profile Picture
    Meowmeow258 on at
    RE: Three way matching and editing of order after Qty is fully shipped and invoiced

    Hi guys, thanks for your advice.

    So my query on question 1 is confirmed, the reason that the fully shipped/received/invoiced order remain on the sale/purchase order screen is due to the matching of invoice is done outside the order screen.

    For question 2, is there anyway to disallow user from editing the unit price after partial or full qty of the same order line is invoiced?

  • Suggested answer
    JAngle Profile Picture
    JAngle on at
    RE: Three way matching and editing of order after Qty is fully shipped and invoiced

    Question 2 follow up - you could do it with a modification. Add a Boolean variable to the editable property of the field in question. If the qty. invoiced is above 0 then the Boolean can return a false and the editing at page level could be locked. Always a good idea to leave a back door option for managers or administrators.

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