This allows for a cleaner review of purchase orders that still have pending activity on them than it would if the remainder was left out there to affect master scheduling and perceived incoming stock.This product is no longer sold or supported. Now that the remainder is cancelled and the status has changed this portion of the process is complete. Cancel the remaining quantity to finish out the purchase order. Once verified click the Cancel quantity button and the order status will change from Open order to Received, or Invoiced if the order has already been invoiced.įigure 8. Verify that the quantity listed here is the difference of the ordered quantity and the received quantity.
This will open up a new window called Update remaining quantity, see figure 8. While still selecting the same line on the purchase order go to the Update line button and now select Deliver remainder. Now that the remaining registered quantity has been reversed we can cancel the remainder so the purchase order can change to the appropriate status.
Reversing the registration of the remaining quantity.Ĭancelling the remaining ordered quantity
Now click on Post all to register that quantity and close the Registration window.įigure 7. Notice that this time the quantity is negative in order to reverse the registration, see figure 7. Check the Auto-create box on the registered line to create a Register now line. Go to Update line and select Registration from the drop down.Ī new window will open showing the remaining quantity in a registered status instead of an ordered status. Select the line that the situation applies to, see figure 6, and click on Update line and select Registration from the drop down list.įigure 6.
Select the order where this has occurred and open the purchase order. To remove the registration of an item in this situation again go to Procurement and sourcing/Common/Purchase orders/All purchase orders. This can cause a problem if the remaining quantity will not be delivered and it will prevent the order from moving to the next status. Occasionally I have encountered situations where the registered quantity does not get updated to match what is being received. Use registered quantity before posting receipt. The product has now been received into stock.įigure 5. Verify that the quantity matches what you registered on the lines tab and click OK as shown in figure 5. Now that the quantity to be received has been registered change the Quantity field under Parameters on the Posting product receipt window to Registered quantity. Now click on Post all to register that quantity and close the Registration window. At this point, enter the quantity that is going to be received if it is different than what the purchase order line is for. In this window check the Auto-create box to create a Register now line. On the Lines tab select Update line and choose Registration from the drop down.īy selecting Registration, a new window will open as seen in figure 4. Once on the lines tab click on the Update line button and select Registration from the drop down list to register the product.įigure 3. Next, click on the Lines tab in the bottom section of the window, shown in figure 3. Once in the Posting product receipt window, enter the packing slip number, or whatever is defined by your company, in the product receipt field. The window in figure 2 will now open to register and receive the item and quantity that came in.
Go to the receive tab and select product receipt. Select the order to be registered and received. To do this go to Procurement and sourcing/Common/Purchase orders/All purchase orders. Now the material has arrived at the dock and is ready to be registered and received into stock.
Registration of items during product receiptĪt this point in the process, a purchase order should exist that has been confirmed in AX. Error message when there is a transaction in a registered state. This process is needed when the error message in figure 1 appears when trying to cancel the deliver remainder quantity.įigure 1.
In this blog, we will cover how to handle that situation of receiving partial purchase orders when using registration in AX 2012. When purchasing material, sometimes the quantity delivered doesn’t always match the quantity ordered.