Close partially shipped Sales Order

GambitKGambitK Posts: 4Member
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.

Answers

  • TallyHoTallyHo Posts: 269Member
    edited 2019-06-20
    Post and invoice the order.
    Adjust the qty and amounts before that. Use a quote to keep track of what wasn't ordered.
  • JuhlJuhl Posts: 661Member
    Just delete it.
    If shipped and invoiced is the same, you can delete.
    Follow me on my blog juhl.blog
  • GambitKGambitK Posts: 4Member
    TallyHo wrote: »
    Post and invoice the order.
    Adjust the qty and amounts before that. Use a quote to keep track of what wasn't ordered.

    Doesn't the quote disappear when you convert it to an order? How would I keep track of past orders.
    Juhl wrote: »
    Just delete it.
    If shipped and invoiced is the same, you can delete.

    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.
  • JuhlJuhl Posts: 661Member
    Then you could use Order Archive function.
    Follow me on my blog juhl.blog
  • TallyHoTallyHo Posts: 269Member
    "Doesn't the quote disappear when you convert it to an order? How would I keep track of past orders."

    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.
  • GambitKGambitK Posts: 4Member
    TallyHo wrote: »
    "Doesn't the quote disappear when you convert it to an order? How would I keep track of past orders."

    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?

    1f4geqv4nkl5.png

    I see that it's activated but is there an option to automatically archive orders under certain conditions?
  • TallyHoTallyHo Posts: 269Member
    Some programming is needed to add conditions.
  • GambitKGambitK Posts: 4Member
    TallyHo wrote: »
    Some programming is needed to add 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.
  • TallyHoTallyHo Posts: 269Member
    edited 2019-06-21
    On delete of the document, so from quote to order should trigger a deletion
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