Purchase Order completely invoiced identification in header

s_venkatesh78

Dear Users,

In Navision 5.0 is there any way i can identify whether a purchase order is completely invoiced using any field in the header (Similar to 'Completely received' boolean field in the header) ?

Regards,
Venkatesh

mohana_cse06

if PO is completly Recieved&Invoiced then PO will be deleted.

gsiracusa

if the purchase order is completely invoiced and you used the function "get receipt lines", it's not deleted.

There is not a field in purchase header that shows you the order is completely invoiced.

You could create a new field

Best regards

AdamRoue

Why do you want to see this?

As an addition if you part process a completely invoiced order may remain and there is a batch job to clear these out.

MBerger

You could make an "exists" flowfield on the header, checking if there are any lines with quantity > 0 and quantity to invoice > 0. This will evaluate to true if there is any quantity to invoice on a line of the order, so use the "revese sign" option of the flowfield and it will be true if there is NO line with quantity to invoice )

David_Cox

No code or new fields if you just want to identify and delete the Orders, then there is already a report to clear them down.

As Adam pointed out navigate the Menu to:
Administration > IT Administration > Data Deletion > Purchase Documents > Delete Invoiced Purchase Orders.

This will run Report - 499 - Delete Invoiced Purch. Orders

If you do not want to Delete the Orders but just Report or Mark them, then look at this report and how it works.

David

David_Cox

MBerger wrote:

You could make an "exists" flowfield on the header, checking if there are any lines with quantity > 0 and quantity to invoice > 0. This will evaluate to true if there is any quantity to invoice on a line of the order, so use the "revese sign" option of the flowfield and it will be true if there is NO line with quantity to invoice )

As you cannot do these multiple conditions on a flowfield, this would need two fields to be checked 'Outstanding Quantity' and 'Qty. Received not Invoiced' as these are system updated.

David

MBerger

David Cox wrote:

MBerger wrote:

You could make an "exists" flowfield on the header, checking if there are any lines with quantity > 0 and quantity to invoice > 0. This will evaluate to true if there is any quantity to invoice on a line of the order, so use the "revese sign" option of the flowfield and it will be true if there is NO line with quantity to invoice )

As you cannot do these multiple conditions on a flowfield, this would need two fields to be checked 'Outstanding Quantity' and 'Qty. Received not Invoiced' as these are system updated.

David

It is perfectly possible to make the following flowfield :

  -Exist("Purchase Line" WHERE (Document Type=FIELD(Document Type),Document No.=FIELD(No.),Quantity=FILTER(>0),Qty. to Invoice=FILTER(>0)))

David_Singleton

MBerger wrote:

It is perfectly possible to make the following flowfield :

  -Exist("Purchase Line" WHERE (Document Type=FIELD(Document Type),Document No.=FIELD(No.),Quantity=FILTER(>0),Qty. to Invoice=FILTER(>0)))

Definitely its possible to make that flowfield, but unfortunately the logic is wrong on two points.

Firstly its possible to have a negative quantity on an order, so the first condition should be : "Quantity=FILTER(<>0)".

Second, (I think what David was pointing out) is that Qty. To Invoice is a user entered field (with a default), so it is not possible to guarantee the meaning of this field. In fact a large percentage of clients have code to set this to Zero after each posting. You can't create the logic "Quantity Invoiced" = "Quantity" in a flow field.

So you are correct that the flow field will work, but unfortunately it won't be reliable. So you would need to add "Outstanding Quantity" = 0 and "Quantity Shipped Not Invoiced" = 0, though I am doing this off the top of my head, and would need to open Navision to check if I am 100% correct or not.

David_Cox

Sorry I did not communicate correctly, just to confirm what I meant and David S has also confirmed.

MBerger wrote:

  -Exist("Purchase Line" WHERE (Document Type=FIELD(Document Type),Document No.=FIELD(No.),Quantity=FILTER(>0),Qty. to Invoice=FILTER(>0)))

This works but not correctly, as the "Qty. to Invoice" may be set to Zero by the user, this could be the case in preparing the Purchase Orders to only receive, the user could set the "Qty. to Invoice" to zero which would negate the correct use of this flowfield.

If you were to use Outstanding Quantity and Qty. Received Not Invoiced, which are system set, then it could work.

-Exist("Purchase Line" WHERE (Document Type=FIELD(Document Type),Document No.=FIELD(No.),"Outstanding Quantity"=FILTER(<>0),"Qty. Received Not Invoiced"=FILTER(<>0)))

However we do not know why the OP wants to identify the Orders, if it is just to delete them then there is already a process which requires no new fields or code, it is always better for support and upgrade reasons when possible to offer a first solution that requires no system changes.

David :?

idiot

Those who had experience with supply chain should know there are many reasons why Orders (or even Quotes) should not be deleted.
It could be for cost analysis, lead time estimation, etc...