NAV 2013 purchase orders

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Posted on by navuser5000

Our POs all contain multiple customer orders and are sent to a 3rd party manufacturer. Since the parts from the 3rd party mfg arrive in different weeks I have to receive (and post) each NAV PO multiple times.

Sometimes customers cancel their order(s) before the parts are shipped from the mfg. How do I cancel a part (line item) on a PO which was previously received/posted due to the arrival of another customer's order? I can cancel it as long as the PO is OPEN but once it has been RELEASED each line item is static and cannot be deleted...

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Mohana Yadav 61,003 Super User 2025 Season 2 on at

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Did you try to Reopen the Order?

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Ishan 1,285 on at

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Hi..

There can be three possibilities in your case.

1). If the material is not received from the vendor, you can Re-open the purchase order and delete the line.

2). If the material is received but not invoiced, you can create purchase return order and send the material back to the vendor.

3). If the material is receives and invoiced, you can create purchase return and credit note and send the material back to the vendor.

Regards,

Ishan Patel

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Mohana Yadav 61,003 Super User 2025 Season 2 on at

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[quote user="Ishan"]2). If the material is received but not invoiced, you can create purchase return order and send the material back to the vendor.[/quote]

You can Undo the receipt from Posted Receipts.

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navuser5000 on at

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Yes, I always set the Status to OPEN before I receive in additional parts on the same PO.

That is also when I try to cancel an item or change the quanty but the quantity column is greyed out and I also cannot delete the entire line (if necessary).

So far I have had to issue PRETs to change the quantity, but I don't know how to delete an entire line item so that the PO is closed out after all parts have been received.

Any suggestions are greatly appreciated.

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navuser5000 on at

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I will try to UNDO from the Posted Receipts when I get to the office tomorrow and let you know if that worked.

thanks for the reply!!!

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navuser5000 on at

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Hi Ishan - my problem is that once a PO has been released because some parts were received, I cannot make changes to line items that have not been received in - for example: I can't change the quantity of a part that has not been shipped and/or delete the entire line item if the customer cancels the order.

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Mohana Yadav 61,003 Super User 2025 Season 2 on at

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Do you have any Update?

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navuser5000 on at

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Sorry, I tried to find the UNDO option but it was not visible - I think I don't have the necessary permissions to see or add it to the ribbon (is that where it is supposed to be?); perhaps you can give me a step by step scenario so I can request this option from our NAV support provider.

I ran into another NAV PO where I needed to delete a line item which had not been received in.... so I changed the Status from RELEASED to OPEN but was unable to delete this line item - this has been my issue all along...

Is there a setting that would allow me to delete PO line items which are not received in yet after the PO has been posted for earlier releases??? I hope my question is not too confusing.

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Mohana Yadav 61,003 Super User 2025 Season 2 on at

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You will find Undo Receipt under Lines Functions

There is no setup to allow you to delete the lines.

check whether you have done any customizations.

what is the exact error while deleting?

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navuser5000 on at

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Hi Mohana,

Thanks for the screen shot - I definitely don't have the UNDO RECEIPT option in the LINES /Function tab. Our NAV software was installed and customized by an outside software vendor; I am pretty sure that I simply don't have permissions to add this option. Can I see what options are actually available under the FUNCTION tab in LINES?

The exact error that I always when I try to delete a line item after the PO was re-opened is:

"Qty. rec'd not inv. must be 0 in purchase line

current value is 2"

And, of course, I am unable to change the current value from "2" to "0"

Thank you in advance for your reply...

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