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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Possible to link a Pos...
Small and medium business | Business Central, N...
Answered

Possible to link a Posted Purchase invoice to a Sales order?

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Posted on by Community Member

Dear All,

we have a drop shipment case, where the PO was posted and the Sales order was also post and shipped

and we had discovered, there is a mistake on the sales invoice?

What the recommended steps to resolve this?

I was thinking of cancel the Sales Invoice,

1. will this also de link the Posted PI and the posted sales invoice? (de link the PO and SO)

2. if it de link, can i create a new SO and link the posted PI to the new SO?

if the mistake was that we over charge the client, the correct way was to create a corrective sales credit memo and insert in the different amount, correct? doing so all ledger entries will be correct?

what if the mistake is we under bill the customer, what is the recommended action?

  • Verified answer
    Ben Baxter Profile Picture
    Ben Baxter 7,276 Super User 2026 Season 2 on at

    In the case where you credit the whole sales invoice out, I don't think there is a way of linking the corrected invoice back to the original PO.  You would have to back the PO out as well then re-do the entire process, which would get messy and time consuming.

    In the case where you over-billed the client, issuing a Sales Credit Memo against the Posted Sales Invoice would reduce the outstanding amount in receivables without breaking the link to the PO.

    If you under-billed, you could potentially use a Charge-Item to link the line to the Shipment, but only if you are familiar with the process.  Otherwise you'll probably end up without a connection to the original order.

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