Skip to main content

Notifications

Announcements

No record found.

Small and medium business | Business Central, N...
Suggested answer

Purchase order clean up

(0) ShareShare
ReportReport
Posted on by 42
Hi All,
 
Please assist, my client wants to clean up open Purchase order in NAVISION, how do I go about this process.
 
Some lines have been received some not yet received. Some items are in open transactions that we need to write down.
 
Thanks in advance.
 
 
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,673 Super User 2024 Season 2 on at
    Purchase order clean up
    Hi, personally, I suggest developing a small tool to update the quantity in Purchase Order Lines to the Quantity Received quantity. Then run the batch mentioned by KasparsSemjonovs.
    For example, change 14 to 10
     
    In addition, if there are still purchase orders in your system that have been received but have not been invoiced, you need to manually confirm whether you need to post an invoice or cancel/undo the receipt.
     
    Hope this helps.
    Thanks.
    ZHU
     
  • Suggested answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 3,993 Super User 2024 Season 2 on at
    Purchase order clean up
    there is a process - "Delete Invoiced Purchase Orders" - this will delete all PO's that have been fully Received and Invoiced. 
    All the remaining PO's have to be processed manually - if it was only partially delivered and fully invoiced for the delivered quantity - it can be deleted as well.
     
    All remaining PO's should be considered as Active, but if nothing was received, and not expected to be received anymore - it can be deleted as well.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,661 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,379 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans