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Wednesday, December 7, 2016

Dynamics GP 2016 R2 - Cancel Purchase Order originating from a Requisition

Dynamics GP 2016 R2 has been recently released, ad Dynamics GP Essentials will publish several blog posts addressing a comprehensive explanation of the important features presented in this release. 

In this release, I will shed a light on an important enhancement that was presented to enable a cancellation of Purchase Orders which are linked to requisitions. In the previous releases, it was hardly difficult to accomplish such an easy task and tons of warning messages used to pop up preventing you from cancelling a purchase order. Back in 2015, I wrote a blog post; Cancelling or voiding a purchase order generated from a requisition, which illustrated this issue, and how annoying it is for end-users to have a solution. 

In order to illustrate this feature, we will present it in a real-life case study in order to show how this feature can help end-users manage their purchases ad most importantly "cancellation".

1- Create a purchase requisition from (Transactions > Requisition > Purchase Requisition
Purchase Requisition Entry Window

2- Convert the purchase requisition into a purchase order (Purchase Requisition Entry > Actions > Purchase)
Requisition to Purchase Order

3- Now, on the purchase order entry window, nothing has changed as for the quantities since you can not decrease the quantity ordered (it is committed to a requisition). Although, you can now cancel quantities out of the ordered quantities and he system shall pop up a warning message, but you can still proceed. 

Purchase Order

Quantity Cancelled > Warning Message

Purchase Requisition Inquiry for Cancelled Purchase Order

When a purchase order is cancelled, the original requisition will indicate such cancellation with a an icon addressing the fact that the link between the requisition and the PO has been cancelled.

Purchase Requisition Inquiry

Technical Perspective 

The link between the purchase order and the requisition is recorded under SOP60100. In previous versions, cancelling a PO originating from a requisition used to require delete the associated record for the PO-Requisition combination. 
It is worth to note that this record is maintained in GP2016 R2, and is never deleted even when the link between the requisition and the PO is broken 

SOP60100 Table - Requisition to PO link table

Best Regards,
Mahmoud M. AlSaadi

1 comment:

  1. We are on GP 2016 R2 Project Accounting and we're currently testing the new PR module. We are still not able to cancel a PO that was created from a PR that is linked to a project. From what I have read this is a known functionality. Currently when not using the PR module we are able to cancel POs linked to a project. We absolutely need to be able to cancel purchase orders linked to a PR and a project to keep our open commitments correct and the PO reports clean. Is this under consideration to be fixed in up coming released?