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Cancel remainder in direct delivery process

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Posted on by JB-08081458-0

In a direct delivery process where there is a small quantity remaining on a sales order line that needs to be cancel, we get this error message:

Error “A direct delivery chain cannot be created without specifying a sourcing vendor.”

And we end up unable to cancel what needs to be cancelled

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Dynamics 365 Sales

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JB-08081458-0 10 on at

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Cancel remainder in direct delivery process

I had already tried all proposed suggestion, at the exception of removing the direct delivery flag. all where unsuccessfull.

When I tried to remove the flag, I got this error message: Sales Order in not an intercompany order.

But I still cannot cancel remaining quantities, which leaves me still with the same problem

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DAnny3211 11,246 on at

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Cancel remainder in direct delivery process

Hi JB-08081458-0,

In the direct delivery process, cancelling a remaining quantity on a sales order line can be tricky due to the system's requirement for a sourcing vendor. The error you're seeing:

“A direct delivery chain cannot be created without specifying a sourcing vendor.”

…typically occurs because the system still expects to complete the direct delivery flow, even for the residual quantity, and cannot proceed without vendor information.

Suggested Approach:

Check the Purchase Order Link

Ensure that the sales order line is no longer linked to a purchase order. If it is, you may need to cancel or update the PO first.

Manually Adjust the Quantity

Try reducing the quantity on the sales order line to match what has already been delivered, then set the line status to “Delivered” or “Canceled” as appropriate.

Use the “Cancel Remaining” Function

If available, use the “Cancel Remaining” option on the sales order line. This should remove the residual quantity without triggering the direct delivery logic—provided the line is no longer actively linked to a vendor.

Remove Direct Delivery Flag

If the system still treats the line as part of a direct delivery, you may need to temporarily remove the direct delivery flag or unlink the vendor sourcing manually before cancellation.

Review Line Status and Delivery Schedule

Sometimes, the issue is caused by mismatched delivery schedules or partial receipts. Make sure the delivery schedule reflects the actual received quantity and that no open deliveries remain.

This scenario often requires careful coordination between sales and purchasing modules to ensure the system doesn’t expect further fulfillment.

Thanks and best regards,

Daniele

Note: This response was prepared with support from Copilot to ensure clarity and completeness.

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JB-08081458-0 10 on at

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Cancel remainder in direct delivery process

Thanks Dany

All the proposed steps have already been tried, without success:

1. In original sales order, the sourcing vendor at line level is greyed out and cannot be updated. In the intercompany sales order, if trying to add a sourcing vendor, I get this error message:
Sourcing vendor cannot be changed because the intercompany sales order is being updated.

2. This is the steps we are trying to achieve

3. When trying to remove the direct delivery link, we also get this error message
Sourcing vendor cannot be changed because the intercompany sales order is being updated.

Any other insights?

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DAnny3211 11,246 on at

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Cancel remainder in direct delivery process

Hi,

In Dynamics 365 Sales, when dealing with direct delivery and trying to cancel the remainder of a sales order line, the error you're encountering — "A direct delivery chain cannot be created without specifying a sourcing vendor" — typically occurs because the system expects a vendor to be defined for the direct delivery process.

To resolve this:

Check the Vendor Assignment:

Ensure that the sourcing vendor is correctly assigned to the sales order line before attempting to cancel or modify it.

Cancel the Delivery Line Properly:

If the line is partially delivered and you want to cancel the remainder:

Go to the Sales Order Line.

Set the Deliver Remainder to 0.

Use the Update Line function to apply the change.

Remove Direct Delivery Link:

If the direct delivery setup is causing issues, consider removing the direct delivery link temporarily, adjusting the line, and then reapplying it if needed.

Let me know if you'd like help walking through these steps or troubleshooting further!

Best regards,
Daniele

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