How to change the quantity in the PO after doing partial Invoice

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Posted on by Gilbert Khayat

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Is there a way besides adding a new line to a PO to modify the PO line quantity of a PO line that is partially invoiced?

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Satish Panwar 14,671 Moderator on at

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RE: How to change the quantity in the PO after doing partial Invoice

Hi Georgek,

You should be able to simply edit the existing PO line (can add, not make it less than what is already invoiced). Are you running into any issues doing this?

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Gilbert Khayat 3,254 on at

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RE: How to change the quantity in the PO after doing partial Invoice

if the PO Line is partially invoiced D365 is not allowing editing the quantity or the price. is this a configuration that I can change? knowing that the PO is linked to a purchase agreement

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SouravDam 11,730 on at

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RE: How to change the quantity in the PO after doing partial Invoice

Hi Georgek,

This is standard behavior in ERP.

You can edit / change PO quantity in PO line only if product receipt is posted for that line which is not yet invoiced. But if product receipt is posted and that product receipt is fully or partially settled / invoiced in that PO; then ERP will not allow you to update the quantity as well as unit price too.

What you can do is; cancel the posted product receipt and then "Edit" the PO. Then you will be able to update the quantity in PO line and unit price.

But if you have already partially or fully invoiced that PO line, then better create a new line in the same PO with negative quantity (if PO is not fully invoiced); do the product receipt and invoice.

If PO is fully invoiced; then create a new return order.

Kindly check and update us.

Best regards,
Sourav Dam

Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

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Ludwig Reinhard Microsoft Employee on at

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RE: How to change the quantity in the PO after doing partial Invoice

Hi Goergek,

Has your question been answered by the feedback provided?

Can you also let us know what AX/D365FO version you operate?

Many thanks,

Ludwig

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Gilbert Khayat 3,254 on at

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RE: How to change the quantity in the PO after doing partial Invoice

I am aware of this approach but it's good to confirm that this is the only way.

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ametushi 5 on at

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RE: How to change the quantity in the PO after doing partial Invoice

Hi, when you say: "But if you have already partially or fully invoiced that PO line, then better create a new line in the same PO with negative quantity (if PO is not fully invoiced); do the product receipt and invoice"

this is the case when you just want to decrease the qty? what about you want to increase the qty?

thanx

Alfred

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Silvio Bartel 13 on at

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RE: How to change the quantity in the PO after doing partial Invoice

Hello Sourav Dam

I wonder if you could advise on how to do the product receipt and invoice as I followed your instructions below.

"But if you have already partially or fully invoiced that PO line, then better create a new line in the same PO with negative quantity (if PO is not fully invoiced); do the product receipt and invoice."

I am not able to book product receipt against negative quantity.

many thanks,

Silvio

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