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Hi,
We have a number of POs in GP that we wanted to clean up. may that be by cancelling or closing them. Is there a mechanism in Dynamics GP 2015 that we could use for this task? Maybe a template that we could use to close a number of POs.
Any advice will be much appreciated.
Regards,
Tim
Hello T-Me,
Although a fairly common inquiry, a default Dynamics GP install does not have any means to do the kind of mass PO cleanup that you have outlined. Perhaps some others in the community are aware of a 3rd party product, utility or process that can accomplish this, so I'll leave the post out for additional comment.
Best Regards,
Jeff Grant
Microsoft Dynamics GP Support
Good day,
How many is a 'number of POs'? I have had to deal with something as this before just a couple of questions.
Are these Inventory and/or Non Inventory items?
Has the POs been completely received or are there remaining subtotals?
Do you want to cancel and/or close because you want to move to history?
I had tried using SQL in our test system, cancelling the lines and then the POs, but when a PO reconciliation was done it brought up some errors. The users who create POs in the Purchasing department are now printing there outstanding PO listing via the Smartlist and then going through the 'Edit PO status' option. Yes it is time consuming, but much cleaner.
Regards
Rosemary
If there is a logic to the POs, GP Macro system may work. Occasionally I have done some mass-closing via SQL Scripting but I prefer to see it done through the GP interface if possible.
There is an older case about this (with a link to an add-in product):https://community.dynamics.com/gp/f/microsoft-dynamics-gp-forum/389986/mass-close-old-purchase-order---effects-and-sql
Thanks for the advise Jeff. I guess if we can't do this through GP then we probably consult a third party to have a look at this plan.
Hi Rosemary,
It will be hundreds of open POs. They are non Inventory items. It will be a mixed of received and some with remaining subtotals. At this stage we just wanted to close them to get rid of remaining subtotals.
I had a feeling it will be much better going through Edit PO option but wondered if there's an easier way of cleaning them up but as you mentioned it might be better to action them one by one as it will be much cleaner.
Thanks for your advice.
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