partial posting of Purchase order

wakaka

I am new to NAV user.
what are the steps i need to do to reverse a partial posted purchase order in NAV 2009R2 class??? Many thanks.

mohana_cse06

Was PO only received or invoiced also?

wakaka

what should i do if it is partial invoice?
and what should I do if it is partial shipment?
How can I reverse both cases?
Can you kindly teach me the steps please??
Thank you.

krzychub83

what should i do if it is partial invoice?
1. Create Return Order
1.1 Fill in the vendor no.
1.2 Functions -> Get posted document lines to reverse (if you don't have Advance Order Management granule, or whatever this granul name is... you can:
1.2.1 copy the purchase invoice,
1.2.2 unhide Apply-to Item Entry field on the Return order line
1.2.3 there select Item Entry created by posted purchase receipt. I don't remember if you need then manually apply credit memo to posted purhase invoice, after step 1.3).
1.3 Post Return Shipment & Credit Memo
2. Go to Purchase Order
2.1 reopen that order
2.2 insert a new line for quantity that has been reversed by the return shipmen/credit memo.

If you use Advance Warehousing, then you will need few additional steps for warehouse operations.

and what should I do if it is partial shipment ?
(It will work if you don't use advance warehousing. If you do, then you will be forced to invoice this part receipt and then reverse it by steps above)
1. In the purchase order
1.1 Order -> Receipts
1.2 Select receipt and open its card
1.3 Function -> Undo Receipt

Try it first on the test database!.. Review how documents have been posted/applied, etc.

Good Luck
KB