Dynamics Community Forum Thread Details

Invoice generated from incorrect PO

Hi, we are new to GP Purchase Orders and having multiple issues.

If we process a "Receivings Transaction Entry" and post an invoice / payment in Payables on the incorrect PO, is there a way to detach that invoice & payment from the incorrect PO and reattach them to the correct PO? We are hoping there is a solution that does not involve voiding payments and invoices and starting all over again. Surely other people out there make errors and there's a way to fix this?

Hello Lee,

The process should not be as easy as switching a posted shipment to another Purchase Order just because a user mistakenly picked the incorrect PO. I have always believed that systems rules should not be built around user preferences rather derived from the international business standards.

Now, from the system perspective, if an incorrect shipment or shipment/invoice is posted against the incorrect purchase order, then a "return" transaction should be processed in order to reverse the transaction taking into consideration the various types of return and the status of the received shipment (whether it is consumed, transfer to another site ..etc).

If you want this return to update the original purchase order with the returned quantities, so that it can be re-received all over again, then you should click on "Replace Returned Goods". If the purchase order has been fully received and moved to history, a new PO will be created to proceed with the process

0005.1.png