Supply Chain Management forum

Deleting/Cancelling Purchase Order and Product receipt

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Posted on by Ramit Paul

22,797 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.

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Financial Management

Supply Chain Management

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Answers (1)

Ludwig Reinhard Microsoft Employee on at

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Hi,

What has been posted for this PO (the packing slip only or also the invoice?

Where do you see a double counting of the costs?

Best regards

Ludwig

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MATTGUO 22,349 Moderator on at

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Hi Ramit
If you confirm the PO, the PO can not be deleted.
If you generate the product receipt and receive the all quantity , you can not cancel the PO.
So you should cancel the product receipt, then cancel the PO.
Please see my screenshots.

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Ramit Paul 22,797 Most Valuable Professional on at

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Thank you Ludwig for your reply,

This has been booked for wrong vendor, hence want to cancel the product receipt with its connected purchase order, however the 'cancel potion is not active, see below.

Purchase order now is in draft status and received.

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Ramit Paul 22,797 Most Valuable Professional on at

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Hey,

Thank you for your detailed explanation, really helpful.

I think we are almost close to the fact.

See below, my purchase order doesn't show the delete option ( I believe as this has been received)

Also, this doesn't show the cancel option is active, done know why.

Kindly help

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fatihgork 3,817 on at

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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:

Click request change to update document status to "Draft"

Cancel the purchase order

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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MATTGUO 22,349 Moderator on at

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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

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Ramit Paul 22,797 Most Valuable Professional on at

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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.

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fatihgork 3,817 on at

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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?

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Ramit Paul 22,797 Most Valuable Professional on at

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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

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fatihgork 3,817 on at

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Hi Ramit,

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

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