Changing deliver remainder on PO doesn't trigger change management

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Posted on by Shirl

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With change management activated in AX2012 R2 purchasing, we need to reconfirm with the updated quantity to be delivered. If an invoice is posted against the line, the actual quantity in the purchline is not editable so the only way to reduce the quantity (that I know of) is to update the line in the general > line quantities area.

Normally, this would not really be necessary, but it is one of the only ways to update encumbrance amounts on a purchase order. However, when I click request change and then edit the deliver remainder amount, THEN submit through workflow, once workflow is complete, the order comes back as Confirmed (rather than Approved).

Does anyone know of a way I can force reconfirming an order without actually adding a new line (my only option so far)?

Thanks!

Shirley

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Community Member Microsoft Employee on at

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RE: Changing deliver remainder on PO doesn't trigger change management

Hi Marian,

Did you find a solution for this issue?

We have the same problem.
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community 141 on at

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RE: Changing deliver remainder on PO doesn't trigger change management

Dear all,

I have canceled the remaining quantity on the PO line & created a new line but the amount of budget is not accepting to release the remaining budget in the first line however the line status is invoiced (public sector).

thanks,

Marian
Shirl 385 on at

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RE: Changing deliver remainder on PO doesn't trigger change management

Hi there, there is no solution that does exactly what I wanted. Whether you want to reduce or increase the amount, you need to basically cancel the line (and then finalize the line or it won't relieve encumbrance if that matters to you) and then create a new line for the amount remaining.

It does overstate the entire order, but there is no way around it - hopefully you don't need to reissue an updated order to the vendor. I do know that the product development team is aware of it, but I don't know if any logical solution will be incorporated in the future.

Have fun,

Shirley
Tran Khai Duc Minh 70 on at

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RE: Changing deliver remainder on PO doesn't trigger change management

hi Shirley,

I got the same issue which I cannot edit the qty and unit price in PO after the line is partially invoiced.

Could you please tell me if you have found the solution for it?

Thanks,
Shirl 385 on at

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RE: Changing deliver remainder on PO doesn't trigger change management

Thanks, Andre, I was afraid of that. I am wondering if anyone can see WHY this is the case for public sector as nothing is happening on the lines until it's confirmed anyway. I am going to submit as a case I think and see what happens.

Shirley
André Arnaud de Cal... 291,391 Super User 2024 Season 2 on at

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RE: Changing deliver remainder on PO doesn't trigger change management

Hi Shirtley,

I was indeed referring to standard functionality without using encumbrances or public sector. Then it is possible to change the quantity. So I think you are a bit stuck with your current options.
Shirl 385 on at

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RE: Changing deliver remainder on PO doesn't trigger change management

Hi Andre,

Thanks for the idea and I would definitely rather do that. Unfortunately, I am not able to change the ordered quantity on the purchline (see note above) because the order line is partially invoiced - the quantity is greyed out and the field not editable. I am not sure if this is because it's public sector - possible if you are able to edit a line quantity after invoices entered.

Shirley
André Arnaud de Cal... 291,391 Super User 2024 Season 2 on at

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RE: Changing deliver remainder on PO doesn't trigger change management

Hi Shirley,

Is it possible within your procedure to update the original ordered quantity? This is possible when you request a change. Changes are kept separately for each version of the PO. Then you can resubmit and AX will notice there was a change.

I know some companies don't want to change the original ordered quantity when the vendor cannot deliver everything. If it is your initiation to change the quantity, I think you have to change the ordered quantity.