Purchase Order Processing - Cancel Purchase Order When linked to a Requisition & Visual indicator if quantities not fulfilled.

Cancel Purchase Order Lines When Linked to a Requisition

When a purchase requisition is used to generate a purchase order line, the lines are linked between the Requisition and the Purchase Order. Before Microsoft Dynamics GP 2016 R2, the PO line could not be edited due to this linked (committed) quantity. With this new feature users can Cancel the PO line quantities in the Purchase Order Entry window or Edit Purchase Order Status window without breaking the link between the PO line and the requisition.   The User will receive the following message: “The requisition item quantity is being canceled and cannot be linked again.” In this message window, you can either Continue, or Cancel the change.

If the user chooses to continue, the line will be cancelled on the Purchase Order, the quantity committed to the Requisition will be reduced by that amount. The link between the two documents will remain.

Note: If the Purchase Order line is also committed to a Project\Cost Category, then the quantity cannot be cancelled.

Requisition Inquiry Visual When All Quantities Will Not Be Fulfilled.

A new visual Indicator will be present on the Purchase Requisition Inquiry Zoom if quantity was cancelled on the Purchase Order to indicate that it was not fully fulfilled. Navigate to (Purchasing >> Inquiry >> Purchase Requisitions Inquiry) and select a requisition from the list which had quantity cancelled on the Purchase Order which it was transferred to. Select Requisition Number to drill into the transaction.  

Notice a new broken link symbol will appear next to the quantity ordered.  

Click HERE for more detailed documentation for Dynamics GP 2016 R2 features.
Dynamics GP 2016 R2 feature VIDEO click HERE!

Be sure to check back to the Microsoft Dynamics GP 2016 R2 Feature Blog Series Schedule page to review posted blog articles and upcoming blog posts to help you gear up for What's New in Microsoft Dynamics GP 2016 R2 with great content, documentation, and videos.