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We have purchase orders from previous years which were received but never invoiced. To counter the issue the invoice was directly posted through the payables using item journals. Now we need to clear all the purchase orders without further affecting inventory.
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Many thanks Robertas. Since the inventory is already affected, best would be to post the invoice and raise credit notes to remove from the GL.
Many thanks
Cheers
Sandy
aggread with Robertas about the standard process . As you mention "Previous year" so i want to highlited few more part for your consideration. Hope accounting period and Inventory period havent closed and Inventory value havent finalize yet.
regards.
Hi,
as others said, you can do a customization, however unless you have an extremely strong NAV partner, the customization is most likely to mess up GLs nd stock costings. Because when the PO is received, items on PO have 'Expected Cost' rather than Actual, and most probably sit in the wrong GL accounts. So I would recommend to finish POs, that is raise invoices and then raise GL Credit Memos (without Items) to clear the balance of vendors. No customization is needed, and is a proper way of working with NAV.
Robertas
Hi,
In Your Scenario you had posted receipt but not invoiced. With Posting of Receipt item inventory get affected.
if you want to delete that order for that you need to remove that Purchase Order's Inventory.
For that you have to post undo Receipt from Posted Purchase Receipt. Once you posted this then your inventory will decreased.
Then only you will able to delete that order.
You can not delete that order Without affecting Inventory. You can only move that orders from one table to another table by doing customisation.
Best Regards,
Paras Mehan
You can check with your partners :)
Regards
Subhashis
Many thanks. How many hours of development would the customisation cost?
There is no way you can delete those PO which are never invoiced . System not allow to delete .
For Workaround you can close the the PO (via small customization) , so user are not able to post anything for those closed document.
Regard
Subhashis
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