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Purchase orders

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Posted on by mleininger@nhada.com

When we were on live for Dynamics Business Central, We were not trained correctly. We entered the Vendor invoices without tying it to the original purchase orders. So now we have open purchase invoices that should have been closed. How do we close these with out affecting the customer invoices? Thank you in advance for your help!

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Inge M. Bruvik 1,111 Moderator on at

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If you have posted everything through the purchase invoice instead of posting anything or the purchase orders you should simply be able to delete the purchase orders.

And if you have posted everything through purchase orders and nothing is posted from the purchase invoice then you can simply delete the unposted purchase invoices.

The real challenge is if you have posted part of the invoice in one place and the complete invoice in another place.

Then you have some serious "cleaning" to do in your data. And that is something you should seek advice for from a partner that can look into your data. If you start making corrections without being 100% certain of what you are doing you can easily end up with a bigger mess than what you started with.

So please seek advice from a Business Central partner for assistance in this case.

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YUN ZHU 95,748 Super User 2025 Season 2 on at

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Hi, In other words, you created and posted Purchase Invoices directly without a Purchase Order?

If so, please use the function below to cancel these invoices.

More details: https://yzhums.com/3267/

Hope this helps.

Thanks.
ZHU

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Dynamics 365 6 on at

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Hi

If Purchase Invoice is in List and it's still not Posted yet then You will able to delete that Invoice.

But If you have posted the Purchase Invoices and it's entries have affected like G/L Entries, vendor Ledger Entries, Detailed Vendor Ledger Entries etc. then do Correct or Cancel from Posted Purchase Invoice Page.

Hope it will help you

Thanks

Aman

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Dallefeld 211 User Group Leader on at

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To continue with what @Inge stated.

By 'posted' he means received when related to purchase orders. If you have received the POs but invoiced through Purchase Invoices. I suggest that you process another invoice from the PO or from Purchase Invoices using Get Receipts. Make sure that you use the actual cost, do not make the cost zero. Then you will have to issue credit memos to clear the vendor ledger.

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Ben Baxter 6,620 Super User 2025 Season 2 on at

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If you have received against the Purchase Orders and Posted Purchase Invoices without linking to those Purchase Orders, than I think Zhu is on to the best course of action. You need to cancel out the Purchase Invoices posted to date. Then re-create those Purchase Invoices and use the "Get Receipts" to link those Purchase Invoices to the original Purchase Orders.

Once the Purchase Orders have the invoices linked, you'll be able to manually run the periodic process to remove full posted Purchase Orders. This process can also be setup as a Job Queue.

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DAnny3211 11,397 on at

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hi

delete that invoice

DAniele

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