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Correcting item price on purchase order invoice

  • 1.  Correcting item price on purchase order invoice

    Posted Oct 07, 2020 01:15 PM
    Edited by Aybike Turk Oct 07, 2020 01:15 PM
    Hi all,

    I have multiple purchase orders that includes an item with the wrong price (16,500 instead of 13,500). Unfortunately it's been received and invoiced. Since the PO is confirmed and invoiced, I cannot add a new line to it.

    What can I do to fix this issue? Create a return order and create a new PO with the updated price? Is there a better way since I have a lot of POs to correct?

    #Functional #DeploymentandImplementation

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    Aybike
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  • 2.  RE: Correcting item price on purchase order invoice

    GOLD CONTRIBUTOR
    Posted Oct 08, 2020 07:57 AM
    Hi Aybike

    I believe you can add a line to an Invoiced PO, it will ask you if you are sure you want to edit and you can say yes.

    Alternatively create 1 PO for all the errored lines you have and just put the total quantity you need to rectify on that PO, that will allow you to save time.

    Thanks,

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    Arush Kuthiala
    Western Computer
    Toronto ON
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  • 3.  RE: Correcting item price on purchase order invoice

    Posted Oct 08, 2020 08:47 AM
    Edited by Aybike Turk Oct 08, 2020 12:42 PM
    Thank you for your response Arush. Add line field is grayed out so I cannot add anything else to the PO.

    About your second suggestion, are you saying I could create a PO for that item specifically as a credit line? Or just for the difference which is -$3000?

    Thank you!

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    Aybike
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  • 4.  RE: Correcting item price on purchase order invoice

    TOP CONTRIBUTOR
    Posted Oct 08, 2020 09:29 AM
    Edited by Ian Gorman Oct 08, 2020 10:31 AM
    Procurement and sourcing parameter 'security level of invoiced orders' controls the functionality of editing an invoiced PO.

    Aybike - You're going to want to leverage the negative line POs for correcting these types of mistakes. What costing method are the items that came in at the wrong financial price?

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    Ian Gorman, PMP, MCSE
    Solution Architect
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  • 5.  RE: Correcting item price on purchase order invoice

    Posted Oct 08, 2020 12:41 PM
    Edited by Aybike Turk Oct 08, 2020 12:41 PM
    Thanks Ian! I checked the security level of invoiced orders and it's set to None, but I am still unable to add new lines on the invoiced order.

    The item I need to fix has FIFO on it. I could return it and create a new PO with the correct price but that will take too long since I have so many wrongly invoiced POs. Any other thoughts to go about this?

    Thanks!
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    Aybike
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  • 6.  RE: Correcting item price on purchase order invoice

    TOP CONTRIBUTOR
    Posted Oct 08, 2020 01:01 PM
    Edited by Ian Gorman Oct 08, 2020 01:02 PM
    Strange. If you're a sys admin and still cannot add lines, then you most likely have change management turned on. That can throw a wrench in the editing of POs that are invoiced.

    Yes, technically you can use the on-hand inventory or transaction adjustment:

    Inventory Closing in Dynamics 365 for Finance and Operations | SherWeb
    https://docs.microsoft.com/en-us/learn/modules/configure-inventory-management-dyn365-supply-chain-mgmt/17-invent-close-adjust

    You just want to ensure this is fully tested in UAT before bringing it over to PROD.

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    Ian Gorman, PMP, MCSE
    Solution Architect
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