Sage 100

I have a client having issues with master orders. They came to me with two scenarios that need to be cleaned up, wondering what other folks do in these situations. Scenario one is this. They created a master order for 500 pieces. They then created standard orders that totaled 550 pieces (50 more than the master) which is actually what the customer wanted and was correct, but the master showed a negative balance and wouldn't close out. By playing around with it, they figured out that you can go back in and change the original order quantity to the higher actual quantity and the master quantities look right. But how do you get it the master to close? The second scenario is a bit stickier. They created a master order for 200 pieces, and then created orders for a total of 345. This time the 145 overage was a mistake, and in trying to fix it, they entered a sales order for a negative 145 pieces. The master order now looks correct, but again how do you get the master and the sales order to close? I suggested to go in with DFDM and delete from open orders and change the status to closed in sales order history, but the client is howling that the auditors will have a cow (client falls under SOX requirements, need I say more?) Any insight and or suggestions will be appreciated. Thanks!

Scenario 1 - There is an expire date on the master order. Then run the purge utility.

Same solution for scenario 2.

Caution - Make sure other master orders you want to keep don't have an expire date prior to the date you choose in the utility .

I don't know what you mean when you say ""Status = Closed"". Master Orders (and Repeating Orders) are not in Sales Order History. Master Orders (and RO) can have a Status of New (N), Open (O) or Hold (H). Is there some new feature that puts Master Orders into History that I have missed?

@MadelineStefanou, don't Master Orders get deleted once they are fulfilled? I was thinking they get deleted as the last invoice was updated, like a regular sales order is deleted after it is satisfied. I believe you are right though, masters don't go into history. Will check on that.

From my testing; master orders are ""deleted"" when the Utility @DougHiggs suggested is run. However, it purges based on Date, not based on fulfillment. I have a client that considers their Master Orders a firm commitment, and doesn't want them deleted when the Expire Date hits; so they have a UDF they use for their ""real"" expire date; to keep Masters from being purged in error.

As to the masters not being deleted, I just realized that as well. My ignorance is showing through - sheesh! Should have tested that.

So in the case where an accident is made (my second scenario) and a master is over ordered/invoiced is there a way to clean that up?

OK - after testing, I am pretty sure there is no way to correct my second scenario without using DFDM. There is no way to affect the Ordered To Date field through a normal process that does not create additional transactions somewhere else.