Fully Invoiced POs Remain Open in Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business CentralI’ve been doing some work implementing Microsoft Dynamics 365 Business Central with a client recently and, while they were doing some UAT, they came across an “issue” whereby some fully invoiced purchase orders were remaining in the open purchase orders list.

The client was a little confused that only some of the POs were remaining open while others were being archived. The reason is that there is two different processes for invoicing purchase orders and one of these processes automatically moves the PO to the archive and the other leaves them open.

The first, which automatically archives the PO, is when the invoice is created directly from the Purchase Order page.

The second, where the PO remains open, is when an invoice is created in the Purchase Invoice. When invoices are created this way, the PO remains open and a function needs to be run to do the archiving.

This function will, depending on the archiving options, either delete or move the purchase order to the archive. This function is the Delete Invoiced Purchase Orders one:

You can choose to filter the POs which will be deleted and either schedule it to run to at a later date and time, perhaps out of normal working hours, or immediately.

If all PO invoicing is done on a 1-2-1 basis from the Purchase Order page this routine doesn’t need to be run, but if any invoicing is done on the Purchase Invoice page then the delete function will need to be run periodically. This is something which would often be part of the month end process..

What should we write about next?

If there is a topic which fits the typical ones of this site, which you would like to see me write about, please use the form, below, to submit your idea.

Your Name

Your Email

Suggested Topic

Suggestion Details

Leave a Reply

Your email address will not be published. Required fields are marked *