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Editing a PO after mismatch with the vendor invoice

Posted on by 2
Hello,
We are using D365 F&O
We are having an issue with our P2P process for dealing with vendor invoice mismatch, 
 
Current state : when there is a mismatch between the vendor invoice and the PO ( PO received and confirmed and posted), when there is a mismatch we can't edit the PO before canceling the invoice and we want to be able to do that ? 
 
Any tips or suggestions ? 
  • Suggested answer
    andreasraithel Profile Picture
    andreasraithel 4,596 on at
    Editing a PO after mismatch with the vendor invoice
    Hy,
     
    when you are using PO approval process (I assume you do it) the PO is locked for changes after approval. So you need to start "change request" within the PO to get it unlocked, After changing the PO the PO Workflow has to be restarted and approved.
     
    This often not desired to run the PO Workflow again because of this changes.
    So it is recommended to have the PO as much as exact as it will be delievered and invoiced.
    As this is not always possible there are some Workflow and Purchase policy options (Reapporval rules for PO) to exclude some fields from the PO to be changed without restarting the Workflow. Furthermore you could integrate "auto approval" within the PO Workflow if the changes on the PO are smalles than x % of the original value.
     
    Hope this helps.
     

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