How to post fully invoiced and received Purchase Order?

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For instalment-base PO where they will usually create separate invoices to receive and pay for the PO, once everything has been received and invoiced, they notice that they will not be able to post the PO. The system will show "There is nothing to post".

Users do not wish to have a long list of open and closed PO together and they do not want to delete closed PO. Is it possible to post closed PO into the posted PO?

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  • Hi

    Unfortunately not,

    If all quantities have been posted on an order the system will not allow you to post the order, as it says there is nothing to post

    The recommended route would be to use the standard batch job called "Delete invoiced purchase orders"

    (You will find it if you search in the RTC search box)

    This will delete all orders that have been fully invoiced, possibly run this batch once a week or at end of month to clear out the orders

    Hope this helps

    Cheers

    Nev

    Neville Foyn
    NAV Developer, Consultant & Trainer (Since 2001)
    MCTS NAV, CRM, Sharepoint, SQL
    MCITP NAV
    MCT 

  • The complexity is because there are many transactions with a vendor where some of the goods received are returned over a period of 1 year. Thus there are refund transactions involved that need to be captured.

    The PO only indicate the final overall purchase that did not take these into account. This is why users did not post installment invoices from PO itself.

    When the PO has been completed, users do NOT want to delete invoiced PO as they want to keep it for record purpose and to use it to create new PO for next year repeated purchase. But they do not wish to have all these invoiced POs remain with all the new POs on the same page as it will become messy.

    Will be good if NAV allowed invoiced PO to get posted into the system for archiving.

  • Hmm,

    You could archive the order to keep a copy of it, the only issue there is that you cannot use an archived order as a source for creating a new order,

    I think your options will be to either:

    Have the orders remain in the system but get a development done to hide them from the users therefore they are available to copy

    Have a development done to modify the way the system posts to allow the zero PO to be posted through and then it will sit as a posted order available for copying

    Not sure what the best route will be as both solutions will need development, i would say have your NAV partner look into both options and make a call based on how complex the solutions will be

    Cheers

    Nev

    Neville Foyn
    NAV Developer, Consultant & Trainer (Since 2001)
    MCTS NAV, CRM, Sharepoint, SQL
    MCITP NAV
    MCT