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Correcting item price on purchase order invoice

  • 1.  Correcting item price on purchase order invoice

    Posted 14 days ago
    Edited by Aybike Turk 14 days ago
    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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    ​​
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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

    GOLD CONTRIBUTOR
    Posted 13 days ago
    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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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Correcting item price on purchase order invoice

    Posted 13 days ago
    Edited by Aybike Turk 13 days ago
    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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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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

    TOP CONTRIBUTOR
    Posted 13 days ago
    Edited by Ian Gorman 13 days ago
    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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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Correcting item price on purchase order invoice

    Posted 13 days ago
    Edited by Aybike Turk 13 days ago
    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!
    ------------------------------
    Aybike
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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

    TOP CONTRIBUTOR
    Posted 13 days ago
    Edited by Ian Gorman 13 days ago
    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.

    ------------------------------
    Ian Gorman, PMP, MCSE
    Solution Architect
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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