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Finance | Project Operations, Human Resources, ...
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Correcting a partially invoiced Purchase Order

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Hello - 

I am attempting to correct a PO that has been invoiced already.  In this situation, the original PO was comprised of 3 lines: 2 for the service, and one for sales tax and/or freight.  The invoice for the PO came in and did not include any sales tax or freight, but did include the 2 service lines.  In this example, the PO was for a total of $373.98 and the Invoice came in at $350 ($23.98 of sales tax was not on the invoice).

When the PO was Received, we had a posting of a debit to COGS and a credit to Accrued AP for $373.98.  When the invoice arrived, our net impact was a debit to Accrued AP and a credit to AP for $350 (the amount of the received invoice).  

When we go into the receipt journal of the PO and attempt to Correct it, we'd expect the subledger journal to show a debit to Accrued AP for $20 and a credit to COGS for $20, thereby eliminating the sales tax that was initially on the PO but was not invoiced.  However, when we correct this PO, we are seeing the attached result, which includes a duplicate of the invoiced amounts ($350).  

Can someone assist in a potential solution for this?  My gut tells me it's a bug.

Dan

PO-Issue-_2800_002_2900_.jpg

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    300,911 Super User 2025 Season 2 on at

    Hi Dan,

    Can you share screenshots of all related financial vouchers, the PO details, the Receipt and the Invoice? As you mention that only two lines were invoiced, but not the line for Sales Tax, I do assume this line is still open on the PO?

  • Community Member Profile Picture
    on at

    You are correct; the sales tax line is still open in the PO and the other 2 are marked as invoiced.  See attached for voucher screenshots of the PO receipt, the Invoice, and the Correction.  Thank you!

    Dan

    PO-Correct-SS.xlsx

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Dan,

    The vouchers that you shared seem indeed a bit odd.

    Yet, I am not sure whether this is a bug or the result of how the PO, the invoice and the receipt were entered.

    Can you provide some additional information on that, which would allow us replicating the issue.

    Also, can you let us know your exact AX version that you operate?

    Many thanks,

    Ludwig

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