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Supply Chain Management forum
Answered

Deleting/Cancelling Purchase Order and Product receipt

Posted on by 21,298 Most Valuable Professional

Hello team,

Would be really delighted if you could assist with this.

I want to delete or cancel purchase order and related to its product receipt, due to this can not be used, hence there's a double cost (from product receipt and invoice). 

Problem- Cancel option is grayed out.

Kindly let me know how to do this one.

3010.Untitled.png

  • Suggested answer
    SouravDam Profile Picture
    SouravDam 11,721 on at
    RE: Deleting/Cancelling Purchase Order and Product receipt

    Hi VPROP,

    Question is not clear!

    You mean that you want to un-receipt a line in PO which is not yet invoiced. So what challenge you are getting when you are trying to reverse the product receipt?

    Is there any product receipt posted transactions available? If not, can you transfer this entry from 'Periodic tasks > Subledger journal entries not yet transferred' in GL module first and then try to reverse the posted product receipt?

    This thread is already verified. You can create a new thread too on this subject.

    Regards,
    Sourav

  • VPROP Profile Picture
    VPROP 10 on at
    RE: Deleting/Cancelling Purchase Order and Product receipt

    Good Morning

    We are trying to un-receipt a line in a PO.  This line item has not been invoiced.  There are other line items on this PO that have been fully invoiced but not the line that we are trying to unreceipt.  Does anyone have an answer

    THank You

  • Verified answer
    Ramit Paul Profile Picture
    Ramit Paul 21,298 Most Valuable Professional on at
    RE: Deleting/Cancelling Purchase Order and Product receipt

    This has been found that the field “Fully Matched” in Vend Packing Slip Trans table is set to Yes, that that’s why the cancel button is disabled.

    We changed this in SQL server in test environment and worked.

    Thank you for your help as always.

  • Ramit Paul Profile Picture
    Ramit Paul 21,298 Most Valuable Professional on at
    RE: Deleting/Cancelling Purchase Order and Product receipt

    Hi Gork,

    Yes, it is !

    Kindly share your thoughts into it.

    Regards,

    Ramit

  • fatihgork Profile Picture
    fatihgork 3,815 on at
    RE: Deleting/Cancelling Purchase Order and Product receipt

    Hi Ramit,

    Is that a non-stocked item? Can you see received transactions on PO line?

  • Ramit Paul Profile Picture
    Ramit Paul 21,298 Most Valuable Professional on at
    RE: Deleting/Cancelling Purchase Order and Product receipt

    Hi Gork,

    I tried to get this canceled by workflow as well, the status is now confirmed and received, however I cannot, still cancel the product receipt.

    Also, this is the only PO which has this problem, I've seen another case study like this but that also remained unresolved (community.dynamics.com/.../246923).

    Further assistance required on it.

    Regards,

    Ramit

  • fatihgork Profile Picture
    fatihgork 3,815 on at
    RE: Deleting/Cancelling Purchase Order and Product receipt

    Hi,

    I tried the scenario in a workflow enabled environment.

    Actually, it does not require WF approvals to be complete. So, that's not the case for sure.

    Is that a non-stocked item? Can you see received transactions on PO line?

  • Ramit Paul Profile Picture
    Ramit Paul 21,298 Most Valuable Professional on at
    RE: Deleting/Cancelling Purchase Order and Product receipt

    Dear Gork,

    Thank you for your help.

    I've tried to keep this in draft status and tried to cancel the same, however still the product receipt cancel option is not visible, rather it is grayed out.

    See below.

    7587.Lines.png7587.Lines.png

    0020.Untitled1.png

  • MATTGUO Profile Picture
    MATTGUO 22,304 on at
    RE: Deleting/Cancelling Purchase Order and Product receipt

    Hi Ramit,

    By the way, does this PO or this vendor have this case only? Does the user have permission to operate? Which version do you use? Do you check the hotfix in LCS?

    This post has same case as yours in AX, you can refer to it: community.dynamics.com/.../246923

  • Suggested answer
    fatihgork Profile Picture
    fatihgork 3,815 on at
    RE: Deleting/Cancelling Purchase Order and Product receipt

    Hi Ramit,

    Can you check the "Lines" tab, is received Qty 0 now? Can it be cancelled already?

    If received Qty is not zero then, submit it to workflow.

    You should submit purchase orders to workflow to be effective. For example, if your PO was not received and you wanted it to be cancelled, then you would need  to:

    1. Click request change to update document status to "Draft"
    2. Cancel the purchase order
    3. Submit the purchase order to workflow.

    Even cancellations require WF approval, otherwise your inventory transactions will stay open.

    Kindly submit it to WF and try again after approval is complete.

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