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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Canceling multiple lin...
Finance | Project Operations, Human Resources, ...
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Canceling multiple lines in SO (but not all)

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Posted on by BCC 163

Hello.

If I have a Back-Sales Order of 100 lines ( items) and I want to cancel 20 lines in one go, how can I do it in the easiest way?

The items is not on a Picking list yet and have status "None".

(The items to be canceled, are items that are blocked for purchase).

- If I write several article numbers in the column "Item number" and cancel all those with the button "Cancel" (tab "Sales order" in SO), then ALL lines in the order will be canceled (even those that are not written there and which I am looking for ).

- And if I take "Update Line" and "Deliver remainder", I can only take one line at a time, which takes a very long time and we have 30 orders a day to handle in a similar way.

- I would rather not enter the AOT either if needed.

Any suggestions:)?

regards / BCC

  • BCC Profile Picture
    BCC 163 on at
    RE: Canceling multiple lines in SO (but not all)

    Hello Hussein. Can you explain a little more clearly how I practically update the remain qty fields and status of the line in the AOT and sales line table to cancel multiple SO-lines? I think we need to test it after all.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Canceling multiple lines in SO (but not all)

    Hi BCC,

    I think you need to talk to the one who created this integration.

    If you simply delete things in AX things might go wrong in the other system and the process might get stuck.

    Best regards,

    Ludwig

  • BCC Profile Picture
    BCC 163 on at
    RE: Canceling multiple lines in SO (but not all)

    Any suggerstions  to do that without entering the AOT or delete lines  :)?

  • BCC Profile Picture
    BCC 163 on at
    RE: Canceling multiple lines in SO (but not all)

    it syncs from AX back to their 'own system'..

    In "old" cases where we have deleted lines from the SO, the lines in their Purchase Order were "Open".

    So we would like, in a easy way, cancel several lines in SO, so it syncs to their system and is canceled / closed there.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Canceling multiple lines in SO (but not all)

    Hi BCC,

    So, its an intergration that creates the Sales orders, right?

    How is this integration made?

    Is is it a one way simple import of the SOs or do you also sync changes from AX back to their 'own system'?

    Best regards,

    Ludwig

  • BCC Profile Picture
    BCC 163 on at
    RE: Canceling multiple lines in SO (but not all)

    No, they use their own system, where they create purchase orders that come to our AX2012 as Sales orders. And when we handle a line in the Sales orders, it is linked to their Purchase order in their system (like an IC order).

    /  regards, BCC

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Canceling multiple lines in SO (but not all)

    Hi BCC,

    Do I understand you correctly that you refer to an intercompany Sales Order where you have an Intercompany Purchase order in one of your other companies?

    Best regards,

    Ludwig

  • BCC Profile Picture
    BCC 163 on at
    RE: Canceling multiple lines in SO (but not all)

    As I also wrote :), for various reasons we prefer not to go into the AOT to cancel these. So we are looking for if there is another way without taking line by line.

    / BCC

  • BCC Profile Picture
    BCC 163 on at
    RE: Canceling multiple lines in SO (but not all)

    Hello Ludwig

    The orders are integrated with another company, so they will be "Open" in their IO in their company-system if they are deleted from our SO. If we cancel them instead in the SO, the lines will be "closed" in their system as well.

    // Regards BCC

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Canceling multiple lines in SO (but not all)

    Hi BCC,

    If the lines have just been created, can't you simply delete / remove those 20 lines?

    Best regards,

    Ludwig

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