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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Changing status of a PO
Microsoft Dynamics AX (Archived)

Changing status of a PO

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Posted on by kmccann2000 14

Hello,

We are trying to change the status of a PO from open to closed. Occasionally, we will have a small remaining balance on the PO and we would like to close it so that no further amounts can be applied to it by mistake.

Let me know if you need further information.

Thank you,

Kelly

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  • Verified answer
    Satish Panwar Profile Picture
    Satish Panwar 14,673 Moderator on at

    You can select the line that has open quantity or open status, either reduced the quantity on the line OR use deliver remainder functionality at a line level to cancel the remainder of the balance which will change the PO status to Invoiced (provided everything else was received /invoiced). you may have to repeat the steps for all lines that are not in invoiced status. Header status only changes when all lines status is canceled OR invoiced.

    Thanks,

    Satish Panwar

    Please help verify answer(s) if they guide you in right direction so other community members can also benefit from your question with verified answer.

  • Verified answer
    Zain Mehmood Profile Picture
    Zain Mehmood 4,189 Most Valuable Professional on at

    Hi Kmccann,

    Use the delivery remainder functionality for the Purchase orders that are not being processed for full quantity.

    Go to the PO> Select the line > Go to Update line> Delivery remainder.

    Remove the remaining quantity of the PO line. You can always get inquiry about what was received and what was ordered.

    Go to the PO> General Tab> Related Information> Line quantity.

    Hope this helps your question.

    Regards,

    Zain

  • Verified answer
    Satish Panwar Profile Picture
    Satish Panwar 14,673 Moderator on at

    Hi Kmccann,

    Please let us know if you have any further questions on this thread. If your problem has been resolved by responses above, please take time to help verify the answer.

    Thank you,

    Satish Panwar

  • kmccann2000 Profile Picture
    kmccann2000 14 on at

    Thank you so much everyone, this worked!

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