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Close partially shipped Sales Order
GambitK
Member Posts: 4
I'm new to Dynamics Nav and understanding how it works. Right now I have a situation that I don't know how to aproach.
In our business is really common to partially ship orders as the client doesn't have an exact Idea of quantity of products required. Now on Dynamics I see a lot of partially shipped orders.
I know you modify the sales order to reflect the actual real shipment but it is required to keep the original amount of the order as data for future references.
The question is, how can I close the Sales Order letting NAV know that the client doens't want the remaining of the order?
I'm using Dynamics NAV 2018.
Thanks for any info in this topic.
In our business is really common to partially ship orders as the client doesn't have an exact Idea of quantity of products required. Now on Dynamics I see a lot of partially shipped orders.
I know you modify the sales order to reflect the actual real shipment but it is required to keep the original amount of the order as data for future references.
The question is, how can I close the Sales Order letting NAV know that the client doens't want the remaining of the order?
I'm using Dynamics NAV 2018.
Thanks for any info in this topic.
0
Answers
Adjust the qty and amounts before that. Use a quote to keep track of what wasn't ordered.
If shipped and invoiced is the same, you can delete.
Doesn't the quote disappear when you convert it to an order? How would I keep track of past orders.
Wouldn't deleting the order also delete the data about the original amount that the client ordered vs the real shipment?
The financial department want's to keep past orders to have the information about customers that order more than what they need.
You're right. Use archiving to keep track of past orders.
So, archive a quote when converting it to an order.
Archive the order each time it is posted for shipping.
You can activate quote and order archiving in sales setup.
Do you mean this option?
I see that it's activated but is there an option to automatically archive orders under certain conditions?
Thanks for the information, under what conditions does NAV archive an order by default?
It seems counter intuitive to not be able to close a partially shipped order if the customer just doesn't want the rest of the items.