Purchase order partially invoice and remaining quantity don't required.

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Dear D365 Community,

How I can close my Purchase order? I have done a partial invoice for the purchases but the remaining qty is not required. How I remove qty or adjust the qty. How can I change the PO status to invoice currently the status shows open.

Thanks

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Guy Terry 28,882 Moderator on at

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Purchase order partially invoice and remaining quantity don't required.

You can use Cancel at the Header level. It will cancel all unreceived quantities, and update the PO Line and Header status appropriately.

After cancelling, the PO should be re-confirmed (and will need to be put through Workflow, if that is enabled).

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OC-29050848-0 2 on at

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Purchase order partially invoice and remaining quantity don't required.

I can not use "Cancel" in the head of purchase order to remove the remaining quantity if the purchase order is partielly invoiced and partially received ?

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johan.hagstrom@tiet... 28 on at

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Purchase order partially invoice and remaining quantity don't required.

You can cancel remaining quantity for the purchase order. On the order line, use: Update line > Deliver reminder > Cancel quantity.

I hope this will answer your question!

Johan

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Kevin Xia Microsoft Employee on at

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Purchase order partially invoice and remaining quantity don't required.

Hi,

The reason why the purchasing order shows the Open order is that, if an order has been partially received or invoiced, then neither Received status nor Invoiced status is appropriate. Therefore, the order will still have a status of Open order.

According to the method prompted in the official document, you can cancel the total number of orders or any remaining quantity, provided that the number has not received or issued an invoice.

For more details: Approve and confirm purchase orders - Supply Chain Management | Dynamics 365 | Microsoft Learn.

For how to update the remaining quantity, please refer to this document: All about the Deliver Remainder functionality in order lines - D365Tour.

Best regards,

Kevin

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