Supply chain | Supply Chain Management, Commerce

Migrate POs in received or partial received status from legacy system during cutover

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Posted on by MYGz

2,477

Hi,

After moving the Opening Balances, I want to migrate Purchase Orders in Received or Partial Received Status. And some Purchase orders even in Invoiced Status.

If I turn off the Financial and Physical Integration in Item Model Group and then reverse the quantities using counting journal after Received or Invoicing such POs, will that work?

Will there be any issues with this approach with regards to inventory in future? Or are there better methods to migrate such POs after OB (including the inventory OB) has been already posted in the system.

Appreciate any tips.

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Dynamics 365 Supply Chain Management

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BillurSamdancioglu 21,473 Most Valuable Professional on at

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That will not work if you want also to migrate the PO with invoice status while will post to vendor as transaction.

How did you upload the opening balances?

Just Gl or also vendor and inventory balances.

If just Gl, the. You can post PO s and reverse the Gl.

If vendor and inventory, then you need to reverse the vendor balance and remove from the inventory with to use the inventory journals.

I do not advise you to change parameters.
MYGz 2,477 on at

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Thanks @BillurSamdancioglu
All open balances were imported including On-hand Items (movement journal), Vendor/Customer Invoices, TB, Bank (via GL), FA (FA Journal).
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Laurens vd Tang 5,149 Super User 2026 Season 2 on at

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Good day,

Could you perhaps share the reason for migrating the received and invoiced purchase orders?
My suggestion would be to perform a few tests in a test environment first.

Best regards,
Laurens van der Tang
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Aayush Tiwari 621 on at

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Hello @MYGz
For migration of Open Purchase orders, I would suggest following,
Partially received & Invoiced purchase order - Just create purchase order for with stocked item with unreceived quantity.
Partially received but Un Invoiced purchase order -
Option 1 - Create 2 lines 1st with stocked item with unreceived quantity and 2nd line with non stocked Item with received quantity, Post GRN of non stocked line and reverse accounting with JV. I assume the Stock is already posted with opening inventory upload with cost. Adjustment JV have to be posted it the time of Invoice posting.
Option 2 - Create line with total PO Quantity, Post the GRN of received quantity and reverse the same with movement journal, reverse the posted accounting by JV.
Regards
Aayush Tiwari
Aayush Tiwari 621 on at

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Hello @MYGz
Dis the mentioned comments resolve your query, Can you please share the status update, Do you need more help from the community?

Regards
Aayush Tiwari