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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Deleting an sales ord...
Microsoft Dynamics AX (Archived)

Deleting an sales order line and recreates Open Transaction

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Posted on by Hossein.K 6,648

Hi All,

Senario:

I define Payment Schedule(with 3 installment) and set it in my SO which include 2 lines.When I invoice it, the Open Transaction is created with 3 instalment according to Payment Schedule.

Now, I want to delete one of line of SO and create Open Transaction(invoice it) once again.

paymsched.png

opentrans.png

What is your Solution?

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I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Hossein Karimi,

    The sales order and all the lines are already invoiced, right?

    Why do you want / need to delete a sales order line and recreate it?

    Best regards,

    Ludwig

  • Hossein.K Profile Picture
    Hossein.K 6,648 on at

    Hi Ludwing,

    Yes that is right,The sales order and all the lines are already invoiced.

    I sold 2 product and invoiced it for calculate Installments(leasing).

    Now, he lends one of the two products.

    Because of calculate Open Transaction once again(previously, based on the total amount of 2 products was calculated), I need to  delete a sales order line and (invoice it with one product)

    Note:Open Transaction is made by pressing the invoice button

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    In addition to the return order that Sukrut mentioned, there is a standard parameter that allows you editing already fully invoiced sales orders. Enabling this parameter allows you entering a new line in your sales order that you can use for creating new open positions.

    Best regards,

    Ludwig

  • Hossein.K Profile Picture
    Hossein.K 6,648 on at

    Thanks Sukrut for your reply.

    if customer paid prepayment and then he lends one of the two products.What is your Solution?

    For example:

    -First, he buys Product1(2000$) and Product2(3000$)

    -Open Transaction is created with 3 installments like below and he pays 1000$ as prepayment:

      installment.png

    -Now, he lends Product2.

    How I create Open Transaction according to just Product1? 

  • Hossein.K Profile Picture
    Hossein.K 6,648 on at

    Thanks Ludwig for your reply.

    what is your idea about previous post?

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