Dynamics Community Forum Thread Details

Can you edit posted purchase order receivers? We have not entered the invoice but we need to change the unit cost that was incorrect.

Thank you for using Community Forums. My name is Becky and I will assist you.

You have two options.

OPTION 1: Enter a manual return.

1. A decrease adjustment needs to be entered in Inventory ( Transactions - Inventory - Transactions Entry . Do not post to GL or Delete the batch from GL.

2. If you are posting to the General Ledger and the batch has not been posted delete the receivings batch. If the batch has been posted or you are posting through the General Ledger a reversing entry will need to be made ( Transactions - Financial - General ) to reverse your Inventory and Accrued Purchases accounts.

If you would like to remove the Purchase Order, the PO needs to be moved to history using the Remove PO routine ( Routines - Purchasing - Remove PO ). Once the PO has been moved to history you can Remove History on that Purchase Order Utilities - Purchasing - Remove Purchase History ). Make a BACKUP before doing this.

CAUTION: When you enter the decrease adjustment in Inventory, it will remove the item according to your valuation method. For example, if you are using FIFO, it will remove the item(s) from your first layer, which is not necessarily the layer you want it taken out of. Therefore, it may be necessary to adjust costs for you inventory item before the decrease adjustment is done. This is done in the Inventory Adjust Costs window ( Utilities - Inventory - Adjust Costs ). Since you cannot change the quantities for the layers in this window, additional adjustments may need to be made.)

OPTION 2: Returns

1. Go to Transacitons | Purchasing | Returns Transaction Entry.

2. Choose:

- Type: Return

- Enter a Return number.

- Enter the Vendor ID.

- Enter the PO Number, Vendor Item, Receipt Number, etc.

3. Post the Return.

4. Go to Transactions | Purchasing | Edit Purchase Orders.

5. Pull up the PO.

6. Change the PO Status to "Change Order"

7. Click Process.