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Is there a way to close an open/un-receipted PO on Dynamics 365?

  • 1.  Is there a way to close an open/un-receipted PO on Dynamics 365?

    Posted 27 days ago

    Hi,

    We are new to Dynamics 365 and are looking for some guidance.

    Our accounts team have several open purchase orders on our system where we have had to 'un-receipt' the goods delivered as the invoice for these goods had been posted manually and we would have been double counting the costs.

    These POs are now sitting on the system as open orders awaiting receipt of goods, is there a way to close off this order?  I know this can be cancelled but this just takes the PO back to Draft status which can then be updated and entered back into workflow.  Essentially, I just want to archive the orders if possible?


    Best Regards,

    Vincent



    ------------------------------
    Vincent Morris
    SLG Technology Limited
    Bridge of Weir
    ------------------------------


  • 2.  RE: Is there a way to close an open/un-receipted PO on Dynamics 365?

    Posted 27 days ago
    Hi vincent,

    you can update delivery reminder of purchase line to cancel qty. go to purchase line > update line > delivery reminder. you can cancel the qty from there.
    I tried to attach screenshot but it just spins. I hope this helps to get rid of these open orders.

    ------------------------------
    vishal Dhawgaye
    Hitachi Solutions America, Ltd.
    ------------------------------



  • 3.  RE: Is there a way to close an open/un-receipted PO on Dynamics 365?

    TOP CONTRIBUTOR
    Posted 27 days ago
    Hi,
    Cancelling delivery remainder is available in the Update line button that is above the Purchase order lines.




    There is also another option. When you are posting Product receipt, if you are receiving a qty that is less than the qty open on the PO and you do not expect to receive the remainder, you can click the "Close for receipt" button:

    This will cancel the remainder that you did not receive.

    Thanks
    Drew


    ------------------------------
    Andrew Lencsak
    Solution Architect
    DXC
    GA
    ------------------------------



  • 4.  RE: Is there a way to close an open/un-receipted PO on Dynamics 365?

    Posted 26 days ago
    Hi Andrew,

    Thanks for responding I'll pass this onto the accounts team and see if it helps.

    Best Regards,

    Vincent

    ------------------------------
    Vincent Morris
    SLG Technology Limited
    Bridge of Weir
    ------------------------------



  • 5.  RE: Is there a way to close an open/un-receipted PO on Dynamics 365?

    Posted 26 days ago
    Hi Vishal,

    Thanks for your suggestion I'll pass this back to the accounts teams and see if it helps them.

    Best Regards,

    Vincent

    ------------------------------
    Vincent Morris
    SLG Technology Limited
    Bridge of Weir
    ------------------------------



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