web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Purchase Order Data Mi...
Supply chain | Supply Chain Management, Commerce
Suggested Answer

Purchase Order Data Migration

(2) ShareShare
ReportReport
Posted on by William Benning 110
Hi everyone,
 
I would love to hear best practices for migrating open PO data between legal entities in the same environment. Specifically how to handle the following situations:
1. PO partially received, partially invoiced.
2. PO partially received, not invoiced.
2. PO fully received, not invoiced.
 
Are there any other open PO scenarios you can think of? If so, how did you handle them? I'm a bit surprised by the lack of documentation from MS on this topic so if you know of any additional learning resources, please let me know. 
Categories:
Dynamics 365 Supply Chain Management
I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,669 Super User 2026 Season 1 on at
    Hi William,

    Is there a relation between this question and your other? Best way to migrate open Purchase Orders?
     
    In this example, you talk about moving between legal entities. What is the use case for that? Also here, the same applies as I mentioned in your other question.
    Partially received or invoiced is hard. It requires not only importing the purchase orders, but also performing posting actions such as receiving goods and invoices.
  • Suggested answer
    Sathish Kumar Palanisamy Profile Picture
    Sathish Kumar Palan... 388 Super User 2026 Season 1 on at

    Migrating open purchase orders between legal entities in D365 F& O requires careful handling of receipt, invoice, and accounting states. There’s no native cross company PO migration tool, so best practices rely on structured data extraction, transformation, and re entry using Data Management.
     
    Key Scenarios and Best Practices
     
    1. PO Partially Received, Partially Invoiced
    • Challenge: Split quantities and amounts across receipts and invoices.
    • Best Practice:
      • Extract PO header and line details, including received and invoiced quantities.
      • In the target entity:
        • Recreate PO with full original quantity.
        • Post product receipt for received quantity.
        • Post invoice for invoiced quantity.
      • Use custom journal entries to mirror historical accounting if needed.
    2. PO Partially Received, Not Invoiced
    • Challenge: Receipt exists, but no invoice.
    • Best Practice:
      • Recreate PO in target entity.
      • Post product receipt for received quantity.
      • Leave remaining quantity open for future receipt/invoice.
      • Ensure vendor and item setup matches to avoid costing issues.
    3. PO Fully Received, Not Invoiced
    • Challenge: Goods are in inventory, but liability not yet recognized.
    • Best Practice:
      • Recreate PO and post full product receipt.
      • Leave PO open for invoice posting.
      • Validate inventory valuation and accrual accounts to avoid mismatches.

    Additional Scenarios to Consider
    PO Created but Not Approved
    PO Approved but Not Confirmed
    PO with Change History
    PO with Charges or Discounts.

    in case scenario 1 , PO Partially Received in previous FY and Invoice partially posted in current FY , how to handle this scenario ?

    Proposed Approach
    Scenario:
    • PO was partially received in previous FY
    • Partially invoice posted in current FY
    • You want to migrate the PO into the current FY, and reverse the prior year receipt via manual adjustment journal
    Recommended Steps
    1. Migrate the PO as Open
    • Recreate the PO in the new legal entity with:
      • Full original quantity and value
      • Same vendor, item, delivery site/warehouse
      • Same PO number (if needed for traceability)
    2. Post Product Receipt for partially  received quantity
    • Post the partially received quantity (what was received in the previous FY).
    • This ensures inventory is available and matches the operational state.
    3. Post Vendor Invoice for Current FY Portion
    • Post the partial invoice that was originally posted in the current FY.
    • This reflects the open liability correctly.
    4. Reverse the Prior Year Receipt via Manual Journal
    • Use a Inventory adjustment journal to:
      • Reverse the inventory value of the portion received in the previous FY.
      • Post the reversal with a prior year date (if your fiscal period is open) or as an opening balance adjustment.
    • Ensure the reversal hits the correct inventory and offset accounts.
    This approach is feasible and cleaner than reconstructing historical transactions, and PO migration should align with migrated historical transactions to reconcile with the trial balance.
     
    Like wise we have many scenarios require to create a clear run book for each scenario and approaches how to balance the trial balances 
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Supply chain | Supply Chain Management, Commerce

#1
Mallesh Deshapaga Profile Picture

Mallesh Deshapaga 254

#2
Laurens vd Tang Profile Picture

Laurens vd Tang 188 Super User 2026 Season 1

#3
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 131 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Quality order uses default receipt location instead of actual physical receipt location

Product updates

Dynamics 365 release plans