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Finance | Project Operations, Human Resources, ...
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Error when canceling the remaining quantity on a confirmed purchase order following workflow approbation

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Posted on by 5

Hello everyone,

We are encountering a problem when we try to cancel a remaining quantity on a confirmed purchase order (AX 2012 R3).

The purchase order is partially received and those receptions are invoiced.

pastedimage1671112228688v1.png

The change management is activated in Procurement and sourcing.

pastedimage1671112464155v2.png

Thank you.

I have the same question (0)
  • Suggested answer
    Charlotte X Profile Picture
    Microsoft Employee on at

    Hi Amen,

    Change management introduces a managed workflow that makes sure that purchase orders are locked when they have been approved. The purchase orders cannot be changed until you start the change request workflow.

    If you want to change a purchase order, 

    1. Click Procurement and sourcing > Common > Purchase orders > All purchase orders.

      or Click Accounts payable > Common > Purchase orders > All purchase orders.

    2. Select the purchase order. On the Action Pane, on the Purchase order tab, in the Maintain group, click Request change.

    3. Enter the required changes on the purchase order. The approval status is set to Draft, and the purchase order must be approved again by all approvers before the purchase order can be processed.

    These threads mentioned the same error message as yours, you can refer to them:

    Changes to the document are only allowed in state Draft, because change management is activated - Microsoft Dynamics AX Forum Community Forum

    Changes to the document are only allowed in state Draft, because change management is activated - Microsoft Dynamics AX Forum Community Forum

  • Amen Allah ELGHOULA Profile Picture
    5 on at

    Thank you Charlotte for the detailed answer.

    However, I wanted to know if there's a way (workflow modification, settings …) to cancel the remaining quantity on confirmed purchase order following a workflow approval without having to go through the Request change procedure since the approving part can be busy and is not always available to approve these requests with all the partially delivered orders

    Best regards,

    Amen

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