Deleting or canceling and open order line with invoiced Order header

Finance and Operations/AX User Forum
1

Hi,

Would anyone be able to advise how I would be able to delete or cancel a sales order line with zero quantity, but the order header is invoiced and wont allow me to delete. Is there another way around this? I can’t change the delivery remainder to cancel the order as this is already zero. I Want to clear down the open sales order lines report. We run AX 2012. Any ideas guys?

Thanks,

Steve

2

What happens if you add a new line? Can you then delete the line and the newly added one?

What is the status of the line with 0 - cancelled?

3

Hi, Thanks for your reply. The Order header is Invoiced and doesn’t allow me to Add any lines or delete any lines. The status of the line with qty 0 is “Open Order” Thanks Steve

4

do you have only one line in this order? If more than one, could you also tell us what is the status of other lines.

Also, set the parameter “Safety level of Invoiced orders” to “None” and then try deleting the line with 0 quantity.

AR paramters> Updates tab>“Safety level of Invoiced orders” to None

5

Hi Santosh,

There are multiple lines in the sales order with qty > 0. they have the line status “Invoiced”. The only lines that are still “open order” have zero qty. I have tried to change the parameters and this does make the delete button usable, however will this have any effect on the other order lines in the order which are invoiced?

Thanks

Steve

6

I would suggest you to set this parameter to “None” once and delete your order line with 0 quantity. After that, set the parameter to it’s previous state.

If you set the parameter back to previous state, there wont be any impact.

Note: when you set this parameter to “None”, other users also get option to modify “Invoiced” orders. So, I recommend doing it when other users are logged off. (To avoid un intended editing by other users).

Let me know if something troubles you.

7

Hi Santosh,

Thanks! this worked! However now I also have a similar issue with Open Purchase order lines. I have one purchase order that has many lines with Line status Open order but the PO head status is Invoiced. How is this possible and what would advise to do with this?

Regards,

Steve

8

Steve,

You can correct them in the same way as you corrected SOs. In POs also you have lines with 0 quantities, is it?

Why there are lines with 0 quantities? what is the reason.

which version of AX you are using?

have you tried replicating it, so that you can stop the re occurrence of the issue.

Please mark the solution as “verified”, so that user can know that the thread has a verified solution.

9

Hi Santosh,

I am using ax 2012. The lines in the PO have a qty >0 but delivery remainder 0 PO status is Invoiced but line status on multiple lines have Open order. Can’t get my head around why there would be PO lines with Open order status if the PO has been invoiced. I can’t replicate this.

Thanks

Steve

10

Do not know whether any customizations are causing this. However, to get rid of the problem for now, you can correct it as suggested. I believe you wont face any further problems with that.

If this re occurs, probably you would need to replicate this.

11

And talk to finance on the changing of the parameter, especially if you intend to leave it set to edit - there will be reasons why it was set to not allow edit!

12

Hi Santosh,

I have been trying to delete the sales lines as suggested, however we have encountered return orders where we are unable to remove the blank order lines. Do you know why it won’t allow me to remove the order lines? All the lines on the order are <0.

Thanks,

Steve