Sales Order still exists in Sales Transaction Entry after transferred to Invoice and Purchase Order Received

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Posted on by Community Member

Hi Everyone,

I have this scenario in Great Plains 2010 where I the Purchase Order/s committed to 1 sales order was already received and invoiced but I can still open that sales order in sales transaction entry. We know that after the sales order was already transferred to invoice, it should not be viewable in Sales Transaction Entry > Order.

Also, Invoice was already posted before.

Thanks!

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Tristan Clores 2,812 on at

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RE: Sales Order still exists in Sales Transaction Entry after transferred to Invoice and Purchase Order Received

Hi Rotchine,

1st Sales Order : QTYORDER: All zeroed out

QUANTITY: 4.00000

3.00000

1.00000

1.00000

3.00000

QTYPRINV: 4.00000

3.00000

0.00000

0.00000

0.00000

For this, you need to pull up the Sales Order in the Sales Transaction Entry window and verify where the quantities are placed for the last 3 lines. If you don't want them transferred to an invoice, just put the quantities on the cancelled field. Run Reconcile (steps I sent last time) to move the trx to history.

2nd Sales Order: QTYORDER: All zeroed out

QUANTITY: 1.00000

1.00000

QTYPRINV: 0.00000

1.00000

For this, follow the steps from Sales Order 1.\

3rd Sales Order: QTYORDER: All zeroed out

QUANTITY: 6.00000

QTYPRINV: 6.00000

This should move to History once you run Reconcile.

Let me know if you have further questions.
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soma 24,410 on at

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RE: Sales Order still exists in Sales Transaction Entry after transferred to Invoice and Purchase Order Received

Hi Rotchine,

For 1st order QTYPRINV is 0 for line 2,3 and 4 but the entered qtys (QUANTITY) are 1,1 and 3. So this order is not fully invoiced. You need to open that order in the sales transaction entry window and once again transfer this order to invoice, it will transfer with remaining quantities only then you cannot open this order in the sales transaction entry window.

Use the above process for all the partially transferred orders.

Thanks

Soma K
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RE: Sales Order still exists in Sales Transaction Entry after transferred to Invoice and Purchase Order Received

Hi Tristan,

Thanks for that! :) I tried first running the script you gave, gave me the results :

1st Sales Order :

QTYORDER: All zeroed out

QUANTITY: 4.00000

3.00000

1.00000

1.00000

3.00000

QTYPRINV: 4.00000

3.00000

0.00000

0.00000

0.00000

----------------------------------------------

2nd Sales Order:

QTYORDER: All zeroed out

QUANTITY: 1.00000

1.00000

QTYPRINV: 0.00000

1.00000

----------------------------------------------

3rd Sales Order:

QTYORDER: All zeroed out

QUANTITY: 6.00000

QTYPRINV: 6.00000

Haven't tried reconciling.....

Thanks.
Tristan Clores 2,812 on at

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RE: Sales Order still exists in Sales Transaction Entry after transferred to Invoice and Purchase Order Received

Hi Rotchine,

This really depends.

One of the rule for Sales Order to move to history is IF all quantities (of each line item) is zeroed out.

Try running Reconcile - Remove Sales Documents (MDGP | Tools | Utilities | Sales | Reconcile - Remove Sales Documents) then select the option Remove Completed Documents.

If this still does not work, you can try running the script below to check the QTYORDER, QUANTITY and QTYPRINV values:

select QUANTITY, QTYORDER, QTYPRINV, * from SOP10200 where SOPNUMBE = 'XXX'

**Where XXX is teh SOP Order document number.

The QTYORDER should be zeroed out and the QUANTITY and QTYPRINV should have the same values.

Try cehcking these out for now and let me know what you find out.

Kind Regards,

Tristan