Today we will walk through the details of canceling a delivery remainder in Dynamics 365 for Purchase orders. This functionality is particularly useful when you’ve partially received an order and want to close the remaining quantity on the Purchase order out if the remaining quantities or quantity will not be delivered. Note this functionality can also be used for Sales orders.
Let’s look at a purchase order which has multiple lines. Navigate to Accounts Payable > Purchase Order > All Purchase Orders. In the search field look up the purchase order number from the All-Purchase Order list page. Click on the Purchase order number to be taken to the Purchase order form for the purchase order in question. From the Action pane click on the General tab. Under related information, select the Line quantity option. You will see line 1 for item M0061, quantity 50 and line 2 for item M0062, quantity 40 which has been partially received.
Note: The Purchase order status remains in a status of ‘Opened’ due to a remaining quantity of 25 is still left to be received in. If the remaining quantity is no longer needed and won’t be received in, we can use the Deliver remainder functionality to cancel the remaining quantity of 25 & 20 for both lines.
Using the Deliver Remainder Functionality:
To close the line after partial receipt, there are a few ways to cancel the delivery remainder from a Purchase order and Sales Order.
Option 1: On your Purchase order, from the action pane, click on the General tab and under the related information heading, select the ‘Line quantity’ option. This form shows the deliver remainder quantity left to receive.
Action pane, click on the ‘Update line’ button > under the Update heading select the ‘Deliver remainder’ option
You’ll encounter two fields on the Update remaining quantity form:
- Purchase Quantity: This represents the remaining quantity to be delivered.
- For example, if you reduce the ordered quantity from 50 to 25 and press ok, the system will wait for the remaining quantity of 50 to be received in. If you reduce the quantity to 0, the behavior will be like the Cancel quantity button. If you press the ok button, it confirms your action.
- Inventory Quantity: Automatically update the quantity based on the input in the Purchase Quantity field.
- For example, if you update the quantity to 20, the Purchase quantity remains at 40. If you check the transaction history, the ordered quantity will show it was reduced to 20. When you update the product receipts, the default quantity to be received will show 40, however if you select the ok button on the product receipt form with 40, the system will validate only the quantity of 20.
Available buttons on the Update remaining quantity form:
- OK > if you update the Purchase Quantity field to a specific value, the inventory quantity will adjust accordingly.
- Cancel > takes you back to the previous screen (Line quantity form) without any changes.
- Cancel quantity > Regardless of the value entered in the Deliver remainder field(s), this button will always close the line(s), meaning it will update
Option 2: From the All-Purchase order from using the ‘Update line’ button > Purchase order lines Fast Tab
Option 3: From the Posting of the ‘Product Receipt’ form by reducing the value in the quantity field. After the value is entered the deliver remainder field will be updated.
The Delivery remainder functionality is a powerful tool that is used to manage partial deliveries effectively, so be mindful when using the Delivery remainder option on your Purchase order and/or Sales orders. It is important to distinguish the Purchase and Inventory quantity or quantities if it applies to an item purchased and stored in different units.
Written by:
Pecola Carroll
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