Dynamics Community Forum Thread Details

Reversal of project item requirement packing slip for service item with status delivered.

Dears,

We have some item requirements for a project posted by mistake. All items are service items and there is no financial impact [ financial voucher not posted].

Current status is delivered. However these items where not included in Project invoice. Project is completed and we like to clear these additional deliveries.

Please suggest the correct way to reverse the project item requirement packing slip for service item with status delivered.

Regards

Shijith

Hello Shijith.cxg,

can you provide more information about your Microsoft Dynamics 365 Project Operations environment?

- Which deployment type do you use or rather do integrate with Finance and Operations Apps?

- Can you provide a screenshot?

Because of your inquiry above I conclude that you want to cancel item requirements for a packing slip what is in status delivered of a Sales Order. Therefore, the service items weren't delivered in reality but unfortunately deliverd in the system (the packing slip is posted). Now, you want to reverse the packing slip with the named item requirements as they are not relevant for the project and project invoicing.

When using Dynamics 365 Project Operations for stocked/production-based scenarios you can use the Item requirement cancellation feature what is available up from release 10.0.33. To use the feature, just enable the "Enable packing slip cancellation for item requirements" feature. Please note, that enabling features in the Dynamics 365 Finance and Operations Apps feature management can have impact on several functions and features and some enabled features cannot be reversed. You will find more information in the specific Microsoft documentation: Project item requirements | Microsoft Learn

If you use another deployment type, just specify your inquiry as mentioned.

Rg,

Alexander

*Due to the complex and different possibilities of deploying Dynamics 365 I highly recommend not to setup the application without some expert/partner or support. (For more information contact me under anassl@inno-solutions.info or visit www.inno-solutions.de)

*The Information comes directly from the manufacturer or provider and are validated (not guaranteed) up to date of creation of the posting.

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