Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Business Central forum / How to delete a purcha...
Business Central forum
Answered

How to delete a purchase order with a charge out item on it that I cannot invoice

(0) ShareShare
ReportReport
Posted on by KellyEnhanced 180

Afternoon All,

One of my clients has a few purchase orders that he cannot delete or archive out of the Purchase order list, due to the fact that they have received the qty on but cannot invoice. The reason why they cannot invoice because the only other line on the order is for the line type of G/L code and you cannot assign the charge out item to that as it isn't a item line type. So I have tried to create an additional line of g/l code not to assign the charge out item but to received and invoice those 2 lines in order to archive the purchase order. But again I get the same message, you must assign item charge if you want to invoice it. 

Does anyone know of any workarounds just so we can clear these particular purchase orders from the order list? 

Any help gratefully received. 

Kind regards,

Kelly

Categories:
Purchasing
  • KellyEnhanced Profile Picture
    KellyEnhanced 180 on at
    RE: How to delete a purchase order with a charge out item on it that I cannot invoice

    Thank you Kim for your reply, I could add additional charge out item using negative & then tried to assign the original item charge line & the negative one to the original posted purchase receipt but it didn't come up on the list at all, even after doing a search for that reference number. So did what Zhu suggested and Undo receipt from the posted purchase receipt and then I was able to delete the purchase order. Then created a new purchase invoice.

  • Dallefeld Profile Picture
    Dallefeld 11,423 User Group Leader on at
    RE: How to delete a purchase order with a charge out item on it that I cannot invoice

    The issue is that you don't have a GL line that is causing the problem, you have an item charge line that is not assigned.

    Either way, you just want to get rid of the POs.

    So enter another item charge line for same qty but negative amount. Apply the original item charge line and the negative item charge line to the same Purchase Receipt.

    Receive and Invoice both lines at the same time, this should create a zero invoice to the vendor and complete the lines so that either the system closes the PO automatically or so you can run the Delete Invoiced Purchase Orders batch job.

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,023 Moderator on at
    RE: How to delete a purchase order with a charge out item on it that I cannot invoice

    Hi,

    Please refer the below link see if it helps you.

    usedynamics.com/.../

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 69,864 Super User 2024 Season 2 on at
    RE: How to delete a purchase order with a charge out item on it that I cannot invoice

    Any screenshots of the error message? This sounds a little strange.

    Generally, you can use the Undo function in Posted Purchase Receipt to cancel an item line that has been received but not invoiced.

    pastedimage1667347412012v1.png

    But if it is a GL line, as far as I know, this method cannot be used. You need to post the invoice normally and then use the Cancel function to cancel it all.

    pastedimage1667347488595v2.png

    Hope this helps.

    Thanks.

    ZHU

  • Verified answer
    DAnny3211 Profile Picture
    DAnny3211 9,217 Moderator on at
    RE: How to delete a purchase order with a charge out item on it that I cannot invoice

    hi

    look this

    community.dynamics.com/.../849746

    DAniele

  • Verified answer
    Amit_Sharma Profile Picture
    Amit_Sharma 2,545 on at
    RE: How to delete a purchase order with a charge out item on it that I cannot invoice

    Hi,

    For this Create one batch job for delete the PO List.

    Regards

    Amit Sharma

    www.erpconsultors.com

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

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

more Community News

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,552 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,552 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans