preclosure of Sales & Purchase order

vijayanderson

Hi All,

I want to preclose the purchase & Sales order, How can that be done.

As per my client , From new financial year they will open new order and will close the previously existing order.. How that can be done

Say a Customer Orders for 100 units of item number X.
A sales order is generated for 100 units.
Until March end 50 units are shipped and invoiced to the customer.
Now i need to close the order.

I tried to enter total quantity as 50 as order quantity (To run Delete purchase order batch Job), but it say shipment already exist for the order.

I deleted the Shipment - What would be effect if i delete the Shipment.

After deleting the Shipment , The Sales order Accepts the quantity as 50. But Still the order does not gets deleted even if i run Delete Purchase order Batch Job process

Can some one suggest me a solution for it

Regards

vijay

ssingla

vijayanderson wrote:

I deleted the Shipment - What would be effect if i delete the Shipment.

Don't ever delete a posted transaction.

The batch job deletes the invoiced sales order i.e. Qty = Invoiced Qty. You need to check whether all the shipped goods has been invoiced or not.

vijayanderson

I have not deleted the posted Transaction, but i have deleted only the Shipment form which was created.. i.e Whse shipment form - Partially received items.

How to close partially Invoiced Sales and Purchase order?????

Regards,
Vijay

Navrookie

Delete the Order itself

Navrookie

Comment the On delete function and delete the sales order

vijayanderson

Is this correct way.. I dont think Its right to delete the purchase order.. Is there a solution to Preclose the Purchase or Sales order :-k

a_paul

create a blanket order & along with the shipment ask them to create a sales order from blanket order. post the sales order as per ship or ship & invoice as per the requirement. In the next years database again create the blanket order with only the remaining qty.

I thank that will do the trick.

vijayanderson

Is it correct to delete the purchase order after changing the total quantity to total shipped and invoiced quantity.

ssingla

Yes. If the client requires a track of the Sale/Purchase Order you can archive the same before deletion.