Unable to see receipts when doing a PO return in Purchase Order Processing

Hi everyone! 

I’ve come across this a few times and thought I would share in case others are seeing this issue. 

There are times when you need to do a return in purchase order processing.  Typically, when you return an item, if you do not see the receipt in the lookup to return, it’s one of a couple things. 

1. You are selecting the wrong type to return. If the Shipment that you wish to return has NOT been invoiced, you must select the Return  If the Shipment has been Invoiced or is a Shipment/Invoice, then you must select Return with Credit.

2. If the Inventory Layer (item that you wish to return from the shipment) was already consumed/sold then you must use the Inventory options in the POP return window verses the standard Return types.

So those are the main 2 reasons that cause you not to see a receipt during the return process.  However, I have recently come across a couple of other scenarios that aren’t as obvious or easy to figure out, so I wanted to share with you my findings. On the one case the user was trying to return a non-inventory item and the receipt wasn’t available to return in the lookup. 

I reviewed the ALL PO and Receipts script results the tables looked good.  The line in the POP10110 (POP Line table) showed the NONINV field as a 1 which is “non-inventory”.   The Shipment/Invoice was posted and all data looked fine in POP history tables and throughout. 

After some digging, I found that there was a record in the IV00101 (Item Master table).   I thought to myself if this is a non-inventory item, why is there a record in the Item Master?  I come to find out that Purchase Orders were being imported into GP from either 3^rd party or some type of integrations.  At one point customer started to add these items into inventory, but changed their mind, but never deleted the Item record. This was the cause of the issue. 

The solution was:

1. Remove the Item from the system and then do the Return.
   1. How to delete an item in Inventory Control in Microsoft Dynamics GP
2. Change the Item Number to something else using Professional Services Tools Library (PSTL) Item Number Modifier. That way the system didn’t recognize that item in inventory and the return then showed the receipt layer.

The other case I had was similar, but opposite.  The item was an Inventory item in the Item Master, but the integration brought the item in as non-inventory item on the PO. 

The solution here was:

1. Delete the PO and receipts like it didn’t exist.
   1. (Front end solution: Go to Purchasing >> Utilities >> Remove Purchasing History. Note you need to move the PO to history tables first. (Purchasing >> Routines >> Remove Completed Purchase Orders)
   2. Use ALL PO and receipts script to pull data and delete using SQL scripts.
2. Back out any GL Journal entries. (nothing hit Inventory as it was marked as Non-inventory in the POP10110)
3. Redo the PO with the item marked as Inventory item by manually adding on the line.
4. Fix the integration so the items come in as inventory item (NONINVEN = 0) going forward, OR delete the item from Inventory so that it is Non-Inventory going forward.

Hope this article is helpful when trying to do a return and you don’t see the layer in inventory.  Just a couple more things to check especially if you are integrating Purchase Orders.

Warmest Regards,

Angela Ebensteiner | SR Technical Advisor | Microsoft Dynamics GP