If you’re anything like me, you’ve had that moment of dread when realizing you need to cancel a purchase order (PO) in Dynamics 365 Finance & Operations (D365 F&O). It’s usually right after the vendor says, “Sorry, we can’t fulfill the rest of that order.” You look at your screen, knowing you’re about to spend way too much time manually canceling the delivery remainder on every single line item.
But fear not! Dynamics 365 has come to the rescue with a new feature that’s about to make your life a whole lot easier.
The Old Way: Tedious and Time-Consuming
Let’s paint the picture: You’ve created a PO with 20 lines. All 20 lines have been partially received and invoiced. The vendor suddenly informs you they can’t deliver the remaining items. Now, you’re left with no choice but to cancel the PO.
Traditionally, this involved:
Navigating to each line in the PO.
Canceling the "Deliver Remainder" for each individual line.
Sounds exhausting, doesn’t it? And if you’re managing multiple POs for the same vendor, it becomes an administrative nightmare.
The New Way: Allow Cancel Partially Invoiced Purchase Orders
Dynamics 365 introduces a hero feature: Allow cancel partially invoiced purchase orders. With this simple yet powerful addition, you can cancel the entire PO without having to deal with line-by-line adjustments.
Here’s how it works:
Step 1: Enable the Feature
Before diving into this new functionality, you’ll need to enable it:
Navigate to Accounts Payable Parameters in D365.
Find the option Allow cancel partially invoiced purchase orders and toggle it on.
Step 2: Cancel the PO
With the feature enabled:
Open the PO you wish to cancel.
Click the Cancel button at the PO header level.
Confirm your action.
That’s it! The system updates the PO status to Canceled, and any remaining uninvoiced quantities are voided. No more repetitive tasks for each line item.
Why This Feature Rocks
Efficiency: Canceling an entire PO with just a few clicks saves significant time.
Accuracy: Eliminates manual errors that can happen when adjusting each line item.
Scalability: Perfect for bulk POs, especially for vendors with multiple open orders.
Tips for Success
Permissions Matter: Make sure you have the right user permissions to enable and utilize this feature.
Review Workflows: Check if your organization’s internal workflows align with this functionality.
Stay Updated: Microsoft frequently updates D365 features, so keep an eye out for enhancements.
Seeing is Believing
Still unsure how this works? Here’s a helpful video walkthrough by my friend, Oleksiy:
Here’s something I tell my kids and my colleagues alike: Work smarter, not harder. This feature embodies that philosophy by giving us back the time we’d otherwise spend wrestling with delivery remainders. It’s like telling a bad dad joke—it saves everyone from unnecessary suffering.
Speaking of which...
Why don’t accountants ever get sunburned?
Because they always have their balance sheets!
Final Thoughts
This feature isn’t just a time-saver—it’s a sanity-saver. So, if you’re tired of doing things the hard way, enable this gem today and thank me later. After all, Dynamics 365 isn’t just a system; it’s your co-pilot in getting things done right.
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