Edit

Share via

Cancel a purchase order product receipt with a linked item requirement

  • Article

This article explains how to cancel a project purchase order that has a connected (linked) item requirement.

New feature to enable cancellation

The version 10.0.37 release lets you cancel product receipts that have a linked item requirement. You must first enable the prerequisite Enable packing slip cancellation for item requirements feature. This feature changes the posting behavior for newly created stocked item requirements. After that feature is enabled, you can enable the Enable purchase order product receipt cancellation with linked item requirements feature. This feature extends the posting changes to item requirements that are linked to purchase orders.

Note

These features don't affect existing item requirements if the packing slip was previously posted for them. Only new item requirements and existing item requirements that no packing slip has been posted for use the new posting behavior.

The Enable purchase order product receipt cancellation with linked item requirements feature adds two new fields to the Project tab of the Purchase Order page. The Quantity field in Line details shows the item requirement quantity and provides drill-down to the Item requirement page. The Deliver remainder field shows the remaining quantity on the item requirement.

Cancel a product receipt that has a linked item requirement

This procedure uses the USSI data set. To cancel a product receipt that has a linked item requirement, follow these steps.

  1. Go to Project management and accounting > Projects > All projects.
  2. In the list, select the project.
  3. On the Action Pane, select Plan.
  4. Select Item requirements.
  5. Select New.
  6. On the new row, in the Item number field, enter or select a value.
  7. In the Quantity field, enter a number.
  8. Select Save.
  9. On the Action Pane, select Manage.
  10. Select Functions.
  11. Select Create purchase order.
  12. Select the Include all checkbox.
  13. In the Vendor account field, enter or select a value.
  14. Select OK.
  15. Use the navigation pane to go back to the selected project.
  16. On the Action Pane, select Manage.
  17. Under the related information, select Item tasks, and then select Purchase orders.
  18. Open the newly created purchase order.
  19. On the Action Pane, select Purchase.
  20. Select Confirm.
  21. On the Action Pane, select Receive.
  22. Select Product receipt.
  23. In the Product receipt field, enter a value.
  24. Select OK.
  25. If you receive a message that prompts you to consume items for the project immediately, select Yes. The packing slip for the item requirement is then posted.
  26. After the purchase order is received and the item requirement is delivered, cancel both documents in reverse order. From the purchase order, tap (or click) in the Project field in Line details, and select the link under the Item requirement header for the linked Quantity value.
  27. On the Item requirements page, select Manage.
  28. Select Inquiries.
  29. Select Packing slip journal
  30. On the Action Pane, select Cancel.
  31. On the Other tab of the item requirement, tap (or click) in the Reference number field to open the linked purchase order.
  32. On the Action Pane of the purchase order, select Receive.
  33. Select Product receipt.
  34. Select Cancel.
  35. You receive the following message: "This will cancel the receipt of all lines on this packing slip. Do you want to continue?" Select Yes to complete the cancellation of the product receipt.

Note

Regardless of whether the item is a stocked, non-stocked, or service item, the line status for the item requirement is Delivered when the packing slip is posted.

The reversal resolves any used inventory and reverses any financial postings.

Demo data issues to consider

In the USSI legal entity, the Sale_367 number sequence is in an inconsistent state. Cancellation of an item requirement causes an error. Here's an example of the error message that you receive:

Voucher 000001 is already used as of date 1/9/2017. Posting has been cancelled.

To fix the issue, go to Number sequences, filter for number sequence code Sale_367, and open the item. On the Performance FastTab, change the value of the Preallocation option from Yes to No, and save the change. Then change the value back to Yes.