Navision V4 Release orders

people3

HI,

Does anyone know if it is possible to remove the release \ open function in purchase orders.

We have move from v2 which did not have this function. However people are forgetting to release orders before they are posted and this is giving us inaccurate job status reports

Many Thanks

kine

In standard it is not needed to release the order before posting. The release will be done as part of the posting codeunit if the order is still open. But may be you have some modification or another "why" you need to release the doc. first... :-k

people3

Hi Thanks for the reply,

The system does release the orders on posting however we quite often don't post intil the invoice comes in.

We need the values of the PO's to aprear on the job status report even if it is not posted - which it does as long as the PO is released. If the PO is open it does not show, which is where our problem is happening

Many Thanks

tinoruijs

I think the only good solution is to train the users; "Release (Ctrl+F11) the PO when you're done!"

AdamRoue

The purchase value is not written until it is released, so it causes issues in different places. Where I had the issue I told the head of purchasing at the end of each day to simply filter on all orders with the status "Open" and then tell the loaders of the PO's to go in and release them, after a week it was down to 1 or 2 so he started doing this weekly or before he ran the report he sent to management

Alex_Chow

people3 wrote:

Hi Thanks for the reply,

The system does release the orders on posting however we quite often don't post intil the invoice comes in.

We need the values of the PO's to aprear on the job status report even if it is not posted - which it does as long as the PO is released. If the PO is open it does not show, which is where our problem is happening

Many Thanks

You need to change your report to look at the Line Amount instead of Amount.

people3

Hi All,

Thanks for the responses

Unfortunately we have tried training and even warnings, but people occasionally still forget.

Also we use line discounts so if we use the line amount it will not take into account the discount and the job status report is wrong

Many thanks

rajpatelbca

if you want to remove release/open function from purchase order. then no need to remove function from the table but you can remove those two menu items which are available in purchase order.

second if you want to release order before it post then you can add that code to before posting.