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How to remove QTY Shipped on PO

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Posted on by Lanai Norris

Hello,

I am trying to delete a test PO and I get this message.

Qty. Rcd. Not Invoiced must be equal to '0' in Purchase Line: Document Type=Order, Document No.=106030, Line No.=20000. Current value is '5'.

It says its linked to a sales order. I need to delete both. How do I do this?

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RE: How to remove QTY Shipped on PO

Lanai,

Go to the Purchase Order you posted a Receiving. In the Purchase Order go to Related/Documents/Receipts:

When the Posted Receipt List appears, open the Posted Receipts document you would like to reverse:

In the Purchase Line section, highlight the lines and click Functions/Undo Receipt. Click Yes when prompted to undo.

Hope this helps.

Thanks,

Steve

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JAngle 131 on at

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RE: How to remove QTY Shipped on PO

Must be a drop shipment. If you access the posted receipts from the purchase order you reverse the receipt. This will undo the shipment as well - sales side. You can then remove the purchase line.

Guide on undoing a receipt: docs.microsoft.com/.../finance-how-reverse-journal-posting

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RE: How to remove QTY Shipped on PO

Josh,

Thanks for adding to this. I did not read the last line about the Drop Shipment link.

Steve

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Lanai Norris 65 on at

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RE: How to remove QTY Shipped on PO

Hi Josh & Steven,

I have done both and neither work. This is what I am getting when I try to reverse from posted PO

Sales Order No. must be equal to '' in Purch. Rcpt. Line: Document No.=107002, Line No.=20000. Current value is 'S-ORD101024.

So then I go into the sales order and try to reverse but then it says this:

Reserve must not be Never in Sales Line: Document Type=Order, Document No.=S-ORD101024, Line No.=10000

So then I try to highlight the line and delete and get this message:

Qty. Shipped Not Invoiced must be equal to '0' in Sales Line: Document Type=Order, Document No.=S-ORD101024, Line No.=10000. Current value is '5'.

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RE: How to remove QTY Shipped on PO

Lanai,

Sorry I did not read the last line of your original message about this being a Drop Shipment. Sadly, this is one of the deficiencies in the Undo. Drop Shipment Undo's are not allowed. I know it is an idea that maybe Microsoft will add in the future (VOTE HERE: experience.dynamics.com/.../

With Drop Shipment, this is how I tell my customers to resolve:

1. You can add and post a sales line with quantity -1 to Undo the sales shipment.

2. Then you can post a purchase line with quantity -1 and apply the item ledger entry from the sales order line.

The above reverses the transactions so it nets to 0 quantity and dollars. Now you can Post -Invoice to close the document out for 0 qty/0 dollars.

Sorry for not reading the last line about drop shipment.

Thanks,

Steve

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Lanai Norris 65 on at

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RE: How to remove QTY Shipped on PO

Thanks Steve!

I was able to do this on the sales order but not on the purchase order.

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RE: How to remove QTY Shipped on PO

Lanai,

Will connect remotely to assist here on a call.

Thanks,

Steve

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@RSP 60 on at

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RE: How to remove QTY Shipped on PO

Hi,

Qty has been already received as the Sales order is posted. You can consider doing the following:

1. Cancel the Posted Sales Invoice – This will create and post a credit memo automatically.

2. Post the Purchase Invoice

3. Create credit Memo – Under Functions use Copy document to select the posted Purchase invoice.

4. Post the Credit Memo

5. Now create new sales order and follow the regular steps.

Hope this should resolve the problem. Please let us know for further details in this regard.

Thank you.

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