Purchase order Edit

Finance and Operations/AX User Forum
1

Hi All

I have one scenario, i created the purchase order through the workflow and confirmed it. At the time of delivery i have the under and over delivery for some of the item. How can i receive that under and over delivery as i cannot edit the PO and to edit it i have to change the status and then again submitted to the workflow which i dont want.

Is there any way that i can edit the PO or receive the over delivery or under delivery.

please advise.

Thanks in Anticipation.

2

Hi Imran,

Without posting a purchase order we can post packing slip with over delivery .

example: the confirmed quantity is 0 and the ordered quantity is 100 and the over delivery is 5%

then without posting a purchase order we can post packing slip directly with (over delivery) quantity = 5

Regards,

Nagaraj

3

To edit the invoiced PO you have to cancel and resubmit the PO then you can edit the data.

Regards,

Nagaraj

4

Set the item up with the correct tolerances which are then written to the purchase order line and it is only an issue if it is outside of the agreed setup

5

First you need to find out that what are all the items comes under weigh-able items , for those items you need to define the Qty tolerances like Accept over delivery and under delivery in the item master , when user created the PO system would check the qty received with ordered qty , if the received qty is in the tolerance limit , system would allow to post the packing with making the any changes .

6

Thanks for your reply.

But my question here is, i am preparing the PO through the workflow and the PO get approved.Now at the time of delivery i found for some item there is under and over delivery, before delivery i dont know what will be the over or under delivery. Now as the PO is coming from the workflow we cannot edit it as to receive the under or over delivery we have to edit the PO lines for those item and confirm it.

here i found one more thing if the PO is coming from the Purchase Requisition and then further Approved through the PO workflow, we can edit the PO.

7

Do you want to allow the over delivery qty against PO ?

If Yes , then First you need to find out that what are all the items comes under weigh-able items , for those items you need to define the Qty tolerances like Accept over delivery and under delivery in the item master , when user created the PO system would check the qty received with ordered qty , if the received qty is in the tolerance limit , system would allow to post the packing with out making the any changes .

If you do not want allow the qty , then receive the Qty as per the PO , call to the vendor about the qty and send it back .

8

thanks lally for your reply.

but i have already created the PO and confirm it. And the PO processed through the workflow. So, here i am not able to edit it and for doing so i have to change the status, edit and send back to the workflow, that i dont want. Is there any way that i can edit the PO and put the over and under delivery percentage on the PO against those items.

thanks

9

Any comments

10

Remember that you should not define the percentages on the PO level , need to define in the Item master level .

When user created the PO for those items , system should flow that percentages to purchase order from Item master.

11

Yes, as Lally instructed: The Over/Under delivery tolerance is to be specified from Item level itself which will be defaulted in PO, no matter where you create it from like PR/RFQ/MP/SO any place.

To set up these parameters for purchase orders, open Procurement and sourcing> Setup > Procurement and sourcing parameters.

12

You r right Lally, if we define the tolerance level at the master form (or any data on the master form), that will flow along through out the system wherever we will use. But the question i already created the PO and that is approved. Now i want to edit the PO without sending it back to the workflow.

@ Kiran thanks for reply but my question is, i just want to edit the approved PO and proceed it with putting it back to the workflow.

13

If you cannot edit it once it has gone through the workflow but you want to without sending it through the workflow, then you will need to customize it. If you feel this is a bug you can log it with Microsoft.