Delete invoiced sales orders

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Posted on by Jesús García

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Hi all, I would like to know if there is a way to efficiently delete blocks of invoiced sales orders. I have seen that there is a process (Delete Sales Order) in the Sales and Marketing module, but I find it quite inefficient in terms of time (the simple act of filtering takes quite a long time).

Thanks!

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Dynamics 365 Finance

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Giorgio Bonacorsi 1,484 on at

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Hello,

A posted sales invoice cannot be deleted in D365FO. This is required for compliance with accounting principles and audit trail requirements.
You can make an adjustment entry (via credit note), but the original record must remain in the system.

Thank you,

Giorgio

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Paolo Cecchelli 361 on at

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Hi Jesus,

unfortunately I know only that option that you already mentioned. If the problem is the selction, there is not much you can do in my opinion, if the problem is the performance once you launch it, have you tried doing it in batch? Unfortunately if I remember correctly is not possible to run the batch so that it applies a query each time because the batch runs only for the record selected and you do n ot have a "Late selection" to make it a recurring batch.

Maybe others have better ideas

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Shubham Das 37 on at

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Hi,

In my opinion, if the deletion is required due to space or sizing constraints please refer to the functionality of Data Archival with long term retention for fully invoiced sales order. As already mentioned, the order cannot be deleted but it can be archived. https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/archive-so

Thnaks,

Shubham

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Paolo Cecchelli 361 on at

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Hi Shubham, Giorgio,

I really like your idea of archiving instead of deleting (the only question is how much space you save in the two options) but just to have the clear picture on this: you actually CAN delete fully invoiced sales order. Transactions created remain there and all (and if you activated the "Mark order as voided" option under Accounts receivable parameters they are stored in some Dynamics 365 tables).

This is an example from a Demo environment with no customizations:

- If the safety level of invoiced orders is set to "None":

- Fully invoiced Sales order deletion:

- The Sales order is no more there:

- The invoices created from the Sales orders are already there:

Would I recommend it? no, but still is possible :)

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Giorgio Bonacorsi 1,484 on at

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Hello Paolo,

You did a well test, bravo!!! :-)

The solution to delete the invoice is available even if we delete the voucher (or at least reverse). Usually the account principal (IFRS or Local GAAP) doesn't allow to delete entry, just reverse.

I wasn't aware about this set, hence I did a quick test, based on yours, and I see there are not reverse.

This solution looks sustainable only if the user do a reverse manually.

Thank you,

Giorgio

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