Supply chain | Supply Chain Management, Commerce

Prevent Over Delivery on Purchase Orders

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Posted on by ShaunN

Hi we are in the process of removing the allowed over deliver from all our products in D365 due to a change in business policy. Updating the existing products is easy enough via data management however the challenge we have is the number of existing POs we have which are created in advance and also have approval workflows on them

We gave over circa 9000 Purchase Orders around 7000 of which are already approved/confirmed and cant be edited due to the workflow without requesting a change which have all still got the over deliver percentage as at the time they were created similar to the below

We want a way to either mass update these or change something at a higher level to prevent all over receipts against a PO.

We have tried changing the setting in Procurement and Sourcing though it seems the PO line supersede this this so still allows over receipt

Similarly we have tried setting up the mobile menu to block over receipt on a load but again as the load inherits the 4% from the PO this still allows over receipt up to that value

Is there anything else we can do to prevent ay over receipt against a Purchase Order/Load as re opening all the existing and future Purchase Orders to allow a change then re submitting through workflow is unrealistic?

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HardikPatel523 234 on at

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Hi,
From your question, I understand that the main requirement is to update the Over delivery percent on all purchase order lines. Since there are many orders involved, reopening each one and updating them manually is not practical.
In such scenarios where mass updates are required, using a data entity is one possible approach. If that option does not fit the requirement, a developer can also perform the update using a custom script. This can be done with zero downtime and without any installation—simply by uploading the script through the UI and executing it.
Sharing this link in case it helps:
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/deployment/run-custom-scripts

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André Arnaud de Cal... 305,125 Super User 2026 Season 1 on at

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Hi Shaun,

There are options for managing which fields are requiring a reapproval. but you then will still need to do a change request per order.

You can consider creating a runnable class that will loop through the open PO lines and performs line updates for the over-delivery, as mentioned by Hardik. Using the script, you can skip all table validations.

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