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[Chase Landorf]

Has anyone experienced an open sales order, that has been invoiced, still show up in the open orders? Is there a way to close them out?

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Chase Landorf
Inventory Control & Accounting
Ideal Deals, LLC dba Ideal Aluminum Products
Saint Augustine FL
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[Katie Pieczynski]

We have had this happen to us before.  It seems to be random and I have not been able to figure out what causes it.  We just void the order when it happens.   I tested it to make sure it does not affect inventory/gl/etc.  It seems to work but I would love if someone could explain why it does happen.

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Katie Pieczynski
Accounts Receivable Manager
DANSR
Champaign IL
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[Chase Landorf]

After review the orders, I was able to determine that each order had a line item that was not invoiced. Once I took that line item and transferred it over to the invoice, the order was able to close out and go into history.

Hope that helps you down the road.

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Chase Landorf
Inventory Control & Accounting
Ideal Deals, LLC dba Ideal Aluminum Products
Saint Augustine FL
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[Crystal Karlson]

If the order is really “stuck” then a reconcile will fix it. If not, there is something on the order that needs addressing. As you mentioned, an item needed to be invoiced, or for us mostly, we need to backorder an item. 

Dynamics, Tools, Utilities, Sales, Reconcile-Remove Sales Documents. This is a great clean up that I run periodically as sometimes things just don’t move themselves as they should.

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Crystal Karlson
Operations Manager
Kawasumi Laboratories America, Inc.
TAMPA FL
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[Mike Vail]

Hi – Just had this issue as well.  It generally means that a remaining qty exists on at least one line.  Run a Sales Line Items SmartList to add the column Qty Remaining. Our issue was that it was fully invoiced but had a qty remaining on the order so we cancelled the remaining qty on the order then ran Reconcile – Remove Sales Documents to remove the order to history.  Worked great but we do not do any orders reporting that would falsely show a cancelled qty.

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Mike Vail
Pease Development Authority
Dover NH
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