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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Drop-Ship Sales Order ...
Microsoft Dynamics GP (Archived)

Drop-Ship Sales Order and Purchasing PO

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Posted on by Community Member

I have a Sales Order that I am unable to transfer to an invoice because they are drop-shipped items that are connected to a Purchase Order. We received 2/3 of the products ordered, however, the additional items will not be available for several months. I am unable to delete the line items in the Sales Transaction, I cannot void the Order, I cannot close the PO, and I am unable to cancel any of the items. Any other ideas on how to transfer a Drop-Ship Order associated with a PO to an invoice for a portion of the order?

Any guidance is appreciated.

Thank you,

Lindsey

*This post is locked for comments

  • Community Member Profile Picture
    Community Member on at

    Hi Lindsey,

    What is the error you receive when attempting to transfer the order to an invoice?

  • Community Member Profile Picture
    Community Member on at

    I have not attempted to transfer the order, as I do not want to invoice the whole order.  I am attempting to split the order into 2 orders, so that I can transfer the portion that was received.

    My last resort will be to receive the full purchase order, create a return for the items not received. Transfer the whole Sales order, create a return. Then create a new order and purchase order for the remaining items. However, I would prefer not to do so, as this is not in actuality what transactions transpired.

    Sorry, this is a new process for us, and is confusing, so it can be hard to explain.

    Lindsey

  • Community Member Profile Picture
    Community Member on at

    How about creating a backorder for the item that is unavailable.  Then transferring that backorder into a new separate order.

  • Community Member Profile Picture
    Community Member on at

    Michal - It does not allow me to create a backorder. I receive the following error message: "You can't change the Qty to Back Order because quantities for this line item are committed to a purchase order."

    Lindsey

  • Suggested answer
    coquisalsa Profile Picture
    coquisalsa 2,725 on at

    You can set the 'Qty to Invoice' to the quantity you want to invoice. When you transfer the Order to Invoice, only the 'Qty to Invoice' will be used in the new Invoice and the 'Remaining Quantity' will stay behind in the original Order as 'Open (Work) Order'.

  • Community Member Profile Picture
    Community Member on at

    Jorge - I receive the following error message when attempting to change the 'Qty to Invoice': "You can't change the Billed Quantity because quantities for this line item are committed to a purchase order."

    Lindsey

  • Suggested answer
    coquisalsa Profile Picture
    coquisalsa 2,725 on at

    Try deleting the link Sales Line Item - PO

    2015_2D00_07_2D00_15_5F00_15_2D00_45_2D00_08.jpg

    2015_2D00_07_2D00_15_5F00_15_2D00_45_2D00_08.jpg

  • Community Member Profile Picture
    Community Member on at

    Hi Lindsey,

    In the PO Entry window, set the Quantity Canceled to match the Quantity Ordered and then click the "paperclip" icon next to the Quantity Ordered heading. In the Commitments for Purchase Order window click the Delete Sales Doc button.  This will remove the link from PO to Sales Order.

    You can then delete the line item in the Sales Order and transfer to invoice.  And back in your PO, set the Quantity Canceled back to it's original state.

    Please let me know if this helped.

  • Community Member Profile Picture
    Community Member on at

    I received the following error message: "You aren't allowed to delete purchase order commitments from Sales order Processing."

  • Community Member Profile Picture
    Community Member on at

    That sounds like a security problem.  Try the same action in your test environment with SA permissions.

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