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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Allowing over and unde...
Microsoft Dynamics AX (Archived)

Allowing over and under delivery on Procurement category Receipts

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Posted on by Navneet Katyal

Hi Everyone,

I am using Dynamics 365 and Procurement and sourcing parameters are setup with allow over and under receipts and we are using procurement categories. While entering an over / under receipt I am getting a message that "Overdelivery of line is 100.00 percent, but the allowed overdelivery is only 0.00 percent"

Can any one guide me what setup I am missing here.

thanks

Navneet

*This post is locked for comments

  • Nagendra Varma K Profile Picture
    Nagendra Varma K 4 on at

    Hi Navneet,

    Please check on the line details, Delivery Tab Is there any percentage or quantity setup for allow over and under receipt.

    Also check on Procurement and sourcing parameters for under and over delivery setups. Please set allow over or under delivery percentage than try receipt.

    Thanks

    Nagendra Varma K

  • Navneet Katyal Profile Picture
    Navneet Katyal on at

    Thanks Nagendra. I was able to go back on each line of PO and change the percentage to continue further, but as we can define a certain over/under delivery percentage allowed on products / items so that every time user do not have to go back and confirm PO, is there a way to handle the same with procurement categories. As with new licensing in dynamics 365 a Team license user has limitations in conforming a PO.

    Thanks

    Navneet

  • Suggested answer
    Nagendra Varma K Profile Picture
    Nagendra Varma K 4 on at

    d1.PNG

    Hi Navneet,

    You Can set this to each product as well. under Purchase fact tab.

    Thanks

    Nagendra Varma K

  • PAR 63 Profile Picture
    PAR 63 on at

    This appears to work if you are creating standard inventory/stock items.  However, there doesn't appear to be a parameter to set for the Procurement Categories.  You can change the parameter to accept over/under delivery but not to state a percentage.  I have tried to find a setting to change but can't find it anywhere.

    Does anyone have any other thoughts on how to solve this?

    Thanks

  • Suggested answer
    Sagar Suman Profile Picture
    Sagar Suman 6,876 Super User 2026 Season 2 on at

    Hi PAR 63,

    You cannot update over and under delivery percentage for a product from procurement categories but over and under delivery percentages are updated from the released product form.

    So you cannot update over and under delivery from procurement categories but same can be done from the product and the parameter is set for the procurement module.

  • Community Member Profile Picture
    Community Member on at

    Hi Navneet,

    I am also in the same boat. How could you manage over/under delivery on Procurement category Receipts?

    I there is any OTB way to achieve it or we need customization to meet this requirement.

    Any pointers on this is highly appreciated. Many thanks in advance!!

  • Veronika Filonenko Profile Picture
    Veronika Filonenko 1,261 on at

    Did you find a workaround? I am looking for one.

    Plus we have a workflow on the invoices. So if there is a over delivery, the workflow fails. If I put a condition to evaluate the quantities, it does, but it's too late. The AP clerk needs to recall workflow, delete the invoice and call the buyer to adjust the PO.

    This a great loss of time.

    Please share.

  • guk1964 Profile Picture
    guk1964 10,888 on at

    Not supported other than at product level.

    I can see operational challenges with setting it at category level.

    However, this was raised as an idea that you can vote -  Add default under-delivery and over=delivery percentage fields to Procurement categories. ideas.dynamics.com/.../ID0002224

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