Unlinking a Sales Order from a Purchase Order?

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Posted on by Greg Kujawa

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Using BC 365 SaaS v26.5. Currently we have a special order workflow where sales order lines with a specific Purchasing Code are pulled into purchase orders through a Requisition Worksheet. The lines are linked as expected, as you can drill into the sales order through purchase order, and vice versa. All well and good.

The question is, let's say the customer wishes to cancel their special order. After the purchase order has been created and sent along to the vendor, but before the item has been fulfilled by being received. So it's still both an open purchase line and an open sales line. How is this properly done? I don't see an action within the sales line or the purchase line to do this. And the two documents themselves appear to be locked from editing.

I cannot add the document number and boolean field links to the lines subform through the Personalize option. Thinking I could just delete the links. And I would assume it wouldn't require a custom AL mod to unlink them. This should be base BC functionality if a special order needs to be cancelled, correct?

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Dynamics 365 Business Central

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Greg Kujawa 787 on at

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I did run across this post from a few years ago. Assuming that it does take an AL mod to unlink these in 2026? I would think that a customer wants to cancel an open, unfulfilled special order is something that happens in the real world?

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YUN ZHU 99,084 Super User 2026 Season 1 on at

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Hi, First, change the quantity in the purchase order to the quantity invoked, then you can delete the order.
The same procedure can be used for Sales Orders.

Hope this helps.

Thanks.

ZHU

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OussamaSabbouh 12,878 Super User 2026 Season 1 on at

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Hello,

In standard BC you don’t manually unlink special orders. To cancel, reopen the Purchase Order (if released) and delete the special-order purchase line or the PO; BC automatically removes the link and frees the Sales Line so it can be deleted or handled differently. The documents look locked because released documents aren’t editable and special-order link fields are system-controlled. No customization is required as long as nothing has been received/posted.

Regards,
Oussama Sabbouh

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Greg Kujawa 787 on at

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The documents exhibit this "locked down" behavior when reopened and aren't in released status. And when nothing has been received or posted. Everything is open. A sales order with a single sales line, and a purchase order with a single purchase line.

Below is the error that we receive when trying to delete the linked line. If base BC allows for the linked purchase line or sales line to be deleted (thereby automatically removing the link), then it must be an ISV extension that's changing the base BC behavior. So I had little alternative other than introducing the mod.

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Greg Kujawa 787 on at

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I see what the issue now is, as I went into a base BC Cronus company without any ISV extensions in place. Here is the exact workflow and the outcome.

You cannot delete the linked item from the sales line, due to the error I just shared.

If you drill into the purchase order through Special Order > Purchase Order on the sales line, the purchase order is locked for editing. So you cannot delete the linked item from the purchase line.

If you close out the pages, go back to the home page, and pull up the purchase order, then it's unlocked for editing.

Then you can delete the linked item from the purchase line. Which then in turn allows you to delete the linked item from the sales line.

That step 2 is where I was running into trouble. And when you think logically, the sales order is what is originating the whole purchasing workflow. Since the item needs to be special ordered from the vendor. So if a customer changes their mind and wants to cancel the special order, the first place users are going to is the sales order side of things. And that's where the linked item cannot be deleted. Apparently it has to be done on the purchase order side of things. Which is kind of backwards for most typical use cases. But I guess that's what it is.

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