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Delete Item requirements linked to a PO/SO

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Posted on by Summer_queen

Hi,

Following is the scenario

- Item Requirement created from the Project

- PO created from the Item requirement

- Recieve the PO

- Error : when deleting the Item requirement with status open order

i fully understand that this the standard behavior of Microsoft. my expected behaivour is that as long as the item requirement status is open order, i should be able to delete it irrespective of any linke POs or SOs The item remains in the inventory and is available for other transactions.

Is there a workaround for this. i am planning to write a FD for the developer. are there any issues that i need to consider while writing the FD.

Thank you in advance,

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Dynamics 365 Project Operations

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Vishal Tiwari 393 on at

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Delete Item requirements linked to a PO/SO

- Ensure that deleting the Item Requirement does not leave orphaned or inconsistent records in related tables (e.g., PurchTable, InventTrans).
- Validate how this impacts commitments, budgets, and project cost calculations.
- Confirm that the stock remains available after deletion.
- Ensure that any reservations or inventory transactions are not disrupted.
- If the PO is linked to a project, ensure that deleting the item requirement does not cause issues in project costing or procurement tracking.
- Decide whether to automatically update or unlink the PO when deleting the requirement.
- Instead of deletion, consider a status change (e.g., "Canceled"), which might be safer and easier to manage.
- Explore the impact on audit trails and compliance requirements if deletion is enabled.

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CU07021515-0 2 on at

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Delete Item requirements linked to a PO/SO

Hi, standard behavior in Microsoft systems typically does not allow an open order item requisition Geometry Dash to be deleted if it is linked to a PO or SO.

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CU15020708-0 3 on at

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Delete Item requirements linked to a PO/SO

Would it make sense to just remove the Project ID from the linked PO and set the respective PO lines as scrap ( unter Lines - Setup)

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CU15050726-1 4 on at

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Delete Item requirements linked to a PO/SO

While the current system behavior may not allow for deletion under these circumstances, here are a few potential workarounds you might consider:

Status Change: If feasible, change the status of the item requirement to something other than "open order" before attempting deletion.

Custom Development: Since you're planning to write a Functional Design (FD) for the developers, consider proposing a modification that allows deletions under certain conditions. Make sure to outline the logic clearly.

slope

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