Dynamics 365 F&O/AX Dynamics 365 CE / CRM Dynamics GP Business Central / NAV UG Dynamics SL Power Platform Fabric UG MS Copilot UG

[Kristine Petty]

In Nav 2009 is there a way to delete stale PO’s?  Thanks

——————————
Kristine Petty
Clayton Holdings
West Valley City UT
——————————

[Matt Traxinger]

I believe there is only a report to deleted purchase and sales quotes out of the box, not orders.

——————————
Matt Traxinger
NAV Developer
ArcherPoint Inc.
San Antonio TX
————————————————————————-

[Kim Dallefeld]

I think ‘stale’ could be interpreted many, many ways. Is it stale because the order date was 6 months ago? Well for some businesses this would still be a current order. Is the PO state because it was received and invoiced for a portion of the original order quantity? What quantity tolerance or age of last receipt would be used?

Unfortunately, it takes a human to review and determine the disposition of each order. I always recommend a review of open purchase orders (and sales orders) should be part of month end. Otherwise, it is way to easy to leave POs open with a quantity of one that will never be received or to have PO’s with receipts that never got invoiced (this can have an inventory costing impact.)

——————————
Kim Dallefeld
NAV Consultant
Ft Worth, TX
Kim@Dallefeld.com
————————————————————————-

[Franz Kalchmair]

simply delete the POs in the PO list using F4.

alternatively you could develope a report based on report 491 or 499. 

——————————
Franz Kalchmair
Dynamics NAV Engineer and Consultant
Microsoft MVP
Vienna
————————————————————————-

[Lewis Rosenberg]

If the “stale” purchase orders have been fully received and invoiced, you can use the Delete Invoiced Purchase Orders routine on the Administration > IT Administration> Data Deletion > Purchase Documents menu.

——————————
Lewis Rosenberg
IT Manager
Mars Fishcare
Chalfont PA

NAVUG Board of Advisors, Programming
NAVUG Programming Commitee
NAVUG Membership Committee
————————————————————————-