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Reverse transactions in Microsoft Dynamics 365 for Finance and Operations, Part 2

by Evert Bos
Solution Architect, Sikich

No business can avoid the need to sometimes reverse major transactions. Since Advanced Warehousing was added to Microsoft Dynamics AX and now Dynamics 365 for Finance and Operations, the reversal of transactions has become more involved, but it remains possible.

In part one of this article we explored the following capabilities:

  • 1.1 Unship a shipped Sales order
  • 1.2 Unreceive a Sales RMA
  • 1.3 Unreceive a Purchase order
  • 1.4 Unship a Return purchase order

Here in part two, we will continue with the following activities:

  • 1.5 Unpick Production order materials
  • 1.6 Un-consume production order materials
  • 1.7 Reverse reported as finished
  • 1.8 Transfer orders
  • 1.9 Project journals

For completeness, this article will also remind the reader of the reverse transaction when Advanced Warehousing is not involved.

1.5 Unpick production order materials

Without Advanced Warehousing, the “picked” status of the production order materials is not used. In the Inventory Transaction record we go directly from “On order” to “Deducted” via a posted picking list journal. Reversing that transaction can be done by doing a semi-automatic “Full reversal” picking list journal:



The other option is to manually create a picking list journal with negative lines, using the lot ID each time.

If you are using Advanced Warehousing there are special menu choices in the warehouse action pane of the production order.

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About Evert Bos

I am Evert J Bos, ERP consultant since 1986. I started in Europe with IMS7 (A Honeywell Bull Mainframe ERP system) and the BaaN ERP system. Since 1995 I have worked in the USA and since 2004 I have been working with Dynamics AX.  I work for Sikich and focus mostly on manufacturing companies that make complex, engineered products.

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