Short Closure of orders

shilpa_nandu

Dear Experts
I wanted to know of Nav supports short closure of various orders
For eg:
Case 1: In my Purchase Order If I've ordered for 10 items and reeived 8 items and somehow sure that I will not get those remaining two items... can I Short close the PO??? so that it will ever not remain as a pending PO???

Case 2: Similarly in my invoice If the amount outstanding is Rs.1000 from a customer and he pays me back Rs.900/- and I want to short close the invoice as I knw tht I'll not get the remaining mone how will i deal this situation???


Awaiting a reply

Warm Regards
Shilpa

darshanm

You can develop some functionality like Cancel Line Qty.

In which cancel Line function will replace quantity field = Received Qty field.

Add one more field in Purchase Line - Canceled Qty (decimal).

Canceled Qty = outstanding Qty.

At the same time ur outstanding Qty should get zero bcoz

Quantity - Quantity received = outstanding Qty.

Regards,

Darshan

JohnCon

These processes allready exist, in 4.0 they are in administation menu under IT Administration-Data Deletion
Sales Documents - Report 299
Purchase Documents - Report 499

Savatage

Back in the day

If we ordered 10 and received 8 & we were sure we weren't going to get the rest.
When it came time to invoice - they would bill us for 8.
We would go into the PO and change qty 10 to 8 - post & done.

Some tho want to know what the original qty ordered was too - I believe there were a few post on how to accomplish that if you really needed it.

themave

Savatage wrote:

Back in the day

If we ordered 10 and received 8 & we were sure we weren't going to get the rest.
When it came time to invoice - they would bill us for 8.
We would go into the PO and change qty 10 to 8 - post & done.

Some tho want to know what the original qty ordered was too - I believe there were a few post on how to accomplish that if you really needed it.

Also, in version 4.0 maybe earlier, there is a granul, archive PO and SO. you can have the system arhive a copy of the original po, that you can view later, so I would archive a copy when the PO is created and then use Savatage's method and just change the qty to 8 from 10. That is all we do, we don't archive, but you could if you needed to.

ssingla

Hi,

In case of short payment of invoices a discount entry needs to be passed in General Journal with apply to document number of invoice for which discount/short payment relates to. This will close the invoice and will pass all the accounting entries required. Also u can set up payment tolerance range for invoice payment which will automatically pass the discount entry on receipt of short payment. For more details loon on help in Navision.

Sandeep Singla