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How to delete a purchase order that's associated with a sales order?

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Posted on by FJR

I created a sales order with a couple of items coming from different vendors. In this case 2 vendors. I had posted and received both purchase orders, but now the customer wants a change of item from one of the vendors. The item is a "drop ship" item by the way. So, from the sales order in the line item, we check a drop ship box since the vendor directly ships to the customer rather than us. When I try to delete the purchase order, it gives me an error

I also try to delete the receipt from the purchase order side and I get the same result. I change the value from 1 to 0 and then gives me another error.`

I am at a stopping point here because this is the first time I have ever needed to delete a purchase order that is already posted/received. Seems BC doesn't make the process straightforward.

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Amit 2,559 on at

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Hi,

First undo the receipt and do small customization for removing the validation.

Regards

Amit Sharma

www.erpconsultors.com

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YUN ZHU 95,729 Super User 2025 Season 2 on at

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Hi, If your purchase order has already posted an invoice. Please use the Cancel function below.

If your purchase order is just receipt and has not been invoiced yet, please find the receipt record in Posted Purchase Receipts, open it, and use the Undo function below.

This way you should be able to delete this order and create it again.

Hope this helps.

Thanks.

ZHU

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Manan_Shah 1,459 on at

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Hi,

If transaction posted using Drop shipment functionality it's not easy to undo the receipt & Shipment. As Sales Order & Purchase Order are link between each other. Also We are not receive any item at Physical location and it's directly sent to customer location.

I can suggest 2 way to undo the Receipt & undo Shipment.

1) On original Sales Order add another line with Item which you want to reverse or undo shipment & undo Receipt, In this line add Quantity with negative sign. ( For Example "-9"), Please tick Drop Shipment on this line also.
-> Now Add that new line Original Purchase Order which have existing Drop shipment line and add this new line into it. Post the Receipt & Invoice. With this process it will also reverse the Sales order transaction and you can reverse your invoice, Receipt & Shipment.

Another way to reverse it.

2) Create Sales Return Order if only shipment is posted. Once Sales Return order is posted. Create Purchase Return order add item which you want to reverse, after adding item please select applies. to entry on return order line in this you have to select your posted Sales Return order line. Post this so it will reverse the transaction.

Hope this will help.

Many Thanks,
Manan

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