Dynamics Community Forum Thread Details

Closing an Invoiced Purchase Order

Hello,

We have a number of purchase orders on our BC system that have been invoiced by the vendor and show as such, however this has been achieved by bringing in lines into a purchase invoice as opposed to invoicing it from within the purchase order itself.

When we process the vendor invoice from within the purchase order, the action of doing so closes the order as complete and sends it to the archive - perfect! We should in theory only have purchase orders on the live purchase order tab with either items left to receive or items left to be invoiced for by the vendor.

We find ourselves with a number of the purchase invoice scenario ones that are fully received, fully invoiced but still on the list. How do we go about closing these down please? I don't want to delete them and the function of archiving them (Functions - Archive Purchase Order) still does not make them disappear from the live list?

Any assistance always gratefully received.

Thanks,

Amy

Hello Amy,

If I fully understand your case, it looks that you don't want to see at PO List documents which were already totally received and invoiced. If it's the case you can use a standard functionality "Delete Invoiced Purchase Orders".

When you run this process, system will check for all PO and for the one's that were already totally received and invoiced those docs. will be deleted.

Recall that if you Post a PO (Receive and Invoice) system will automatically delete the PO and create a posted Purchase Invoice, however for the cases that you only Post PO to receive the goods and then from Purchase Invoices you will invoice all the Receipts for that vendor, system will keep the PO even it was already totally received and invoiced. For those cases you always have to delete them manually or use this standard functionality "Delete Invoiced Purchase Orders".

You can found similar features for other docs. types too as well for Sales.

Here is a link where you can find further explanations: docs.microsoft.com/.../admin-manage-documents

Hope it can help you.

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