Close Sales Order -- Partial Shipped

Business Central/NAV User Forum
1

I have sales orders that are Partial shipments that we need to close out of NAV. What is the best way to do this?

Currently we modify the sales order so that the qty and the qty invoiced/shipped are all the same then we add a GL line to the sales order at $0 and post a “Ship and Invoice” which clears the sales order out of the system.

We need a way to Archive the original sales order so that we can research if needed later.

Thanks

2

If quantity shipped equals quantity invoiced then you can delete order even there is remaining quantity to ship. Simply reopen order and then delete it. In sales order you should have a function to archive order you can later on consult those archived orders. rchived orders archive form probably isn’t in menu but you can add it.