How to reverse a picked purchase order line

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In order to correct a purchase order receipt, a negative quantity line was created, the inventory was reserved and picked. The user then went to post the product receipt and was issued a message that the serial number number was required. They went through a number of "ideas" on how to correct - including deleting the negative line from the PO and adding it back again. It has left the purchase order (which has workflow approval set on) in a state that we cannot get the purchase order out of "In review" state "Updating has been interrupted because there is an inventory transaction with the Status Picked." and it has left inventtrans records in status "picked" that we cannot get at to change the status on. Any ideas on how to correct this?

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Ludwig Reinhard Microsoft Employee on at

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RE: How to reverse a picked purchase order line

Hi Kathey,

The 'ideas' applied sound as if you would need a developer to get this fixed.

Do you know what they did exactly such as deleting lines in the PO or also in the AOT tables?

Best regards,

Ludwig

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Maneesha 5,891 on at

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RE: How to reverse a picked purchase order line

Kathey ,

this can be done by customization ,

do you have any development license or partner will do ?

if you don't just give your requirement to your partner

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Community Member on at

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RE: How to reverse a picked purchase order line

Hello Ludwig,

Thank you for your response.

They deleted the picked purchase order line from the frontend – not manipulation from within the AOT.

Checking the PurchLine table in AOT shows a quantity of zero for the line (40) they deleted, with a status of open. No remaining financial or physical Inventory or Purchase quantities. On the PO form itself, the line is no longer showing (item was line 40 on the PO – I can see from the confirmation journal that had been posted). The InventTrans table shows the item in Status Issue “Picked”.

Likely will need a developer to fix this, but AX should not allow the user to delete a “picked” purchase order line, should it?

We also have the approval workflow to get around as with this line in “picked” status – it’s not letting us get beyond Draft status.

Thanks,

Kathey

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Ludwig Reinhard Microsoft Employee on at

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RE: How to reverse a picked purchase order line

Hi Kathey,

I think you are right and need a developer to get this fixed.

Regarding the deletion of a picked purchase order line I also agree what you mention but I am not really sure what your users 'tested' to get this realized.

If you think it is worth mentioning this to Microsoft for a future correction, please add a note on the MS Connect Portal.

Many thanks and it would be great if you could keep us updated here once you resolved this issue because other AX users might face a similar issue.

Many thanks and best regards,

Ludwig

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Weaveriski 23,616 Moderator on at

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RE: How to reverse a picked purchase order line

Picked would imply the registration is done, you can check that on the line and the pick option, what happens when you try to receive it - is the workflow preventing it?

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