NAV 5.0 SP1 Best way to reverse a PO where Inventory/GL Items have already been received (CK-NAV 15-Apr-2009)

Business Central/NAV User Forum
1

Hello there,

I am trying to figure out the best way do the following:

  1. Delete a PO that has been received but not invoiced.

  2. Reverse a a PO that has been received but not invoiced.

  3. Reverse a PO that has both been received and invoiced.

Please advise,

Thanks,

CK.

2

1 - you can only delete a PO when the quantity received is equal to the quantity invoiced.

2 - from the posted receipt, from the functions button: Undo Receipt. I don’t know if that also updates the original PO and you can delete it from there, I’d have to try that out

3 - create a purchase return receipt, and post it. When you create the return order, you can use the ‘Copy Document’ functionality, which allows you to get the same information in there from a posted document.

3

1-True. This works as stated.

2- The undo receipt works for inventory items. It does not work ofr G/L items.

3- In my case I do not have a Returns Management Granule. I can only use the Purchase Credit Memo for invoiced items.

How can I get around without using the purchase return receipt. Or should I consider getting the Returns Management Granule?

Thanks,

CK.

4

If you are talking about GL lines then

  1. You must invoice it and credit it.
  2. You must invoice it and credit it
  3. Credit it.

I would not consider returns management for GL entries.

If you are talking about inventory items

  1. Unreceive and delete.
  2. Unreceive and delete.
  3. Raise a return order and credit it.

I would consider returns management for Inventory items.

5

Thanks for all the answers. They were great.