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Cancel posted purchase invoice and reuse the same product receipt for a new invoice

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Posted on by Ahmet Enes

Hi everyone,

I have a scenario in Dynamics 365 Finance & Operations.

A purchase order has already been received (Product receipt is posted) and the purchase invoice was posted with incorrect information.

What I want is to cancel the purchase invoice (not create a purchase return) and then create a new purchase invoice using the same product receipt.

The standard purchase return process is not suitable because it creates inventory transactions and reduces the on-hand inventory. I do not want to reverse the physical receipt or affect inventory.

My goal is only to:

Remove the relationship between the posted purchase invoice and the product receipt.
Keep the product receipt as it is.
Reuse the same product receipt to post a new, corrected purchase invoice.

Is this possible in standard D365FO, or does it require customization? If it is possible, what is the recommended approach?

Thank you.

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Dynamics 365 Finance

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Martin Dráb 239,930 Most Valuable Professional on at

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Moved from Integration, Dataverse, and general topics forum to Finance | Project Operations, Human Resources, AX, GP, SL forum.

I'm not a functional consultant, but can't you simply create a credit note and then a new invoice?

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Ahmet Enes 53 on at

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Thank you for your reply.
The problem is that when I create a credit note using the standard process, it also reverses the inventory transactions for the product receipt. This reduces the on-hand inventory, which is not what I want.
My requirement is only to cancel the financial relationship between the purchase invoice and the product receipt. I want to keep the product receipt and inventory unchanged, and then post a new, corrected purchase invoice against the same product receipt.
Is there a standard way to achieve this in D365FO?

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André Arnaud de Cal... 306,112 Super User 2026 Season 1 on at

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Hi Ahmet,

Unfortunately, there is no option to correct wrongly matched product receipts and link them to another invoice. On several places, there are details updated where e.g. inventory transactions are getting fields and values updated related to the invoice. Thinking of a customization sounds logical, but correcting data on inventory transactions and other transaction tables is tricky and not recommended. You can easily create issues by inconsistencies in all related tables. I would recommend against a customization.

Either go with new inventory transactions (correction transactions) or correct details with cost type of vendor invoices. There is also an option to correct inbound inventory transactions for a specific cost price after at least a first inventory closing procedure.

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