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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Closing Purchase Order...
Microsoft Dynamics GP (Archived)

Closing Purchase Orders that have lines committed to Sales Order

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Posted on by Community Member Microsoft Employee

Hi All,

We started this year to commit PO lines to specific Sales Orders. However, life happens and in order to ship a SO we used stock from other received PO's instead of the specific PO that was committed to the SO. This meant that the SO was filled and was sent to history. Now I have a PO with an open line and I want to close through the Transactions>Purchasing>Edit Purchase Orders.  I cannot change the line to Cancelled or Closed because it says that it is still committed to a SO. And when I go to break that committment, I cannot because it says that the SO is in History.

This leaves the PO in an open state and I cannot close it. Has anyone developed a work around for this?

Steve

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  • Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    Re: Closing Purchase Orders that have lines committed to Sales Order

    Records are never deleted from the SOP60100 table. This way you can always pull up an histoircal sales order or purchase order and see the committment. Just remember, this only works for sales orders. Once the document becomes an invoice there are no committments.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Closing Purchase Orders that have lines committed to Sales Order

    I'm planning on sending them a note in the morning. One quick related question if you have time. I've closed all the open PO's that I can and have sent all closed PO's to history through the Remove Completed Purchase Orders routing. However there are still (3000+) recordsleft in SOP60100 that belong to closed PO's. It seems to me that only Open PO's should have records left in this table. Any reason not to delete them?  Steve

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    Re: Closing Purchase Orders that have lines committed to Sales Order

    I would check with the Sales Pad folks to see if there is a way to prevent this from occurring. I have only seen Sales Pad a couple of time but it appears to be a very good product. Perhaps there is feature you have to turn on or off.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Closing Purchase Orders that have lines committed to Sales Order

    Thanks Richard -- based upon your answer, I went back and did some testing on this because I have a number of POs in this situation. You are correct that GP will not allow you to transfer an Order to an Invoice when there are outstanding lines linked to a PO. However, we use a product called SalesPad to do our order processing. SalesPad doesn't seem to have any problems to convert an Order to an Invoice with lines committed to a PO. As long as there is stock available in inventory, it will allow that stock to be allocated to the Order and the Order to be converted to an Invoice. The Order then drops into history with lines committed to a PO intact, and that prevents closing of the PO.

  • Verified answer
    Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    Re: Closing Purchase Orders that have lines committed to Sales Order

    How did you ship the goods from this SO without breaking the committment? I would have thought you would have been stopped at that time. You can now go to the SOP60100 and delete the line(s) that were committed. You will also need to update the committed/uncommitted lines on the POP10110 table to reflect the change so you can commit these lines to another SO. I am not aware of anyway in GP to do this so you need to go into SSMS to correct this.

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