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Unable to correct sales invoice associated with PO via drop shipment

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Posted on by Monchichier

I need to change the document date on a posted sales invoice, that hasn't been payed by the customer yet.
My understanding is that I need to correct the sales invoice in order to change this.
When I try to correct this invoice i get the error message: You cannot use the cancel or correct functionality because the invoice line is associated with purchase order PO12345 via a Drop Shipment.

How do I need to proceed to be able to change the document date?
Do I really need to do the whole process of manually creating a credit memo etc. and create a new sales order, purchase order and invoice?
Is there a better way of doing this? How can I remove the association with the PO?

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Dynamics 365 Business Central

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DAnny3211 11,397 on at

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Hi there 👋

Thanks for your question!

You're correct that posted sales invoices linked to purchase orders via drop shipment cannot be corrected or canceled using the standard functionality in Business Central. This is a system limitation designed to preserve the integrity of linked transactions.

✅ Here are your options:

Manual credit memo process
Unfortunately, yes—if you need to change the document date, the recommended approach is to:

Create a sales credit memo for the original invoice.

Manually create a new sales order with the correct date.

Recreate the purchase order and process the drop shipment again.

Custom extension (if applicable)
If this scenario occurs frequently, you might consider working with a partner to develop a custom extension that allows limited corrections to non-financial fields like document date—though this must be done carefully to avoid breaking audit trails.

Preventive setup
To avoid this in the future, consider implementing a review step before posting drop shipment invoices to ensure all dates and details are correct.

⚠️ Removing the PO association manually is not recommended, as it can cause inconsistencies in inventory and financial records.

Hope this helps!
✅ Please mark this reply as helpful if it answered your question.
Best regards! 👋

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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The correction doesn't allow you to update the date, it will cancel the invoice and recreate it, but since this is a drop ship and associated with a PO, you cannot do that. I suggest creating a credit memo to correct the invoice.

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Sumit Singh 10,079 on at

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Unfortunately, you cannot change the document date on a posted Sales Invoice that is linked to a Drop Shipment PO. This is a system-enforced restriction in Business Central to maintain data integrity between the sales and purchase processes.
Why the Restriction Exists:

Drop Shipment links a Sales Order directly to a Purchase Order.

Once the invoice is posted, the system locks the relationship to ensure that the quantities, costs, and dates remain consistent across both documents.

The Correct or Cancel functions are disabled for such invoices to prevent breaking this linkage.

Recommended Steps to Proceed:
Step 1: Create a Sales Credit Memo

Go to Posted Sales Invoices.

Use Create Corrective Credit Memo manually (not the built-in Correct function).

Reverse the invoice completely.

Step 2: Create a New Sales Order

Recreate the Sales Order with the correct Document Date.

Ensure the Drop Shipment checkbox is selected again.

Step 3: Recreate the Purchase Order

Business Central will prompt you to create a new linked Purchase Order.

Confirm the drop shipment linkage.

Step 4: Post the New Invoice

Once the goods are received and shipped, post the new invoice with the correct date.

Can You Remove the PO Link?
No, you cannot remove the drop shipment link from a posted invoice. The only way to "undo" the linkage is to reverse the transaction and start over.
Best Practice Tip:

Consider implementing a workflow approval or pre-posting validation to catch such issues early.

Note: This response was created in collaboration with Microsoft Copilot to ensure clarity and completeness. I hope it helps to some extent.
Mark the Answer as Verified if this is Helpful.

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PRao 394 on at

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To the best of my knowledge, corrections are not allowed in Business Central for drop shipments once the invoice has been posted.

Even once a link is established between the sales and purchase documents, any undo, credit memo, or reversal must be performed carefully and step by step.

Please exercise caution during the reversal process, especially if there are multiple sales lines involved

Thanks,
PRao

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YUN ZHU 95,331 Super User 2025 Season 2 on at

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Hi, Why do you need to modify the Document Date? Is it to recalculate the Due Date? I personally recommend modifying the Due Date directly, which is very simple.

PS: Dynamics 365 Business Central: How to change Due Date of posted documents

https://yzhums.com/63315/

Thanks.

ZHU

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Sohail Ahmed 11,136 Super User 2025 Season 2 on at

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You can’t directly correct a drop shipment invoice. The supported way is to create a sales credit memo for the posted invoice, then issue a new sales invoice with the correct document date. This will keep the PO link intact and ensure the accounting stays consistent.

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Sohail Ahmed 11,136 Super User 2025 Season 2 on at

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You can’t directly correct a drop shipment invoice. The supported way is to create a sales credit memo for the posted invoice, then issue a new sales invoice with the correct document date. This will keep the PO link intact and ensure the accounting stays consistent.

✅ Mark this as the verified answer if helpful.

1 people found this reply helpful.

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