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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Is it possible to auto...
Finance | Project Operations, Human Resources, ...
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Is it possible to automate finalising/closing PO's if the remaining balance is less than a specific amount

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Posted on by Raj_P85 59

Hi All,

Currently we have a large number of open orders which have been invoiced, but the balance remaining is less than £1.00. We wish to finalise/close these orders as nothing will be invoiced against them again. Is there a way to automate/run a batch process for this. At the moment it is a very long and tedious manual task.


Many thanks.

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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,217 Super User 2025 Season 2 on at
    RE: Is it possible to automate finalising/closing PO's if the remaining balance is less than a specific amount

    Hi Rajiv,

    Out of the box, there is no support for your requirement. You can consider creating an own batch job for finalizing these orders, automating the manual steps.

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