Un-receiving items on a purchase order
This method of correction is the preferred method when dealing with items that have been received on a purchase order by mistake. Un-receiving will remove the required number of items from stock and show them as un-received on the original order. When they do arrive they can be received as normal.
This method can be used as long as:
- The invoice has not been received on the order
- The items are still on hand. Note that allocation and fulfillment can be reversed in order to free the items up and then un-receive them on the order.
When items are un-received on a purchase order the original accounting created when receiving the items is reversed.
- Stock/inventory account (nominal) code is credited.
- Inventory received but not invoiced / Inventory transit account is debited (code set at Settings > Company > Accounting: Accounts )
How to unreceive items on a purchase order
- Search for and open the purchase order.
- Click the X received link on any of the order rows.
- Select the item for which inventory should be unreceived.
- In the pop-up window enter the quantity to be removed and click the Update inventory button. The items are removed from stock and are now waiting to be received on the order.
Deleting a goods-in note
Each time a batch of items are received on a purchase order a goods-in entry is recorded. A whole goods-in note, or batch, can be deleted to mark all the items as un-received. Like un-receiving the specific items as described above this will then show the items as un-received on the original order so that they can be received as normal when they are delivered.
Use this method when:
- The invoice has been received on the order
- The items are still on hand. Allocation and fulfillment can be reversed in order to free the items up and then un-receive them on the order.
When items are un-received on a purchase order by deleting a goods-in note, the original accounting created when receiving the items is reversed:
- Stock/inventory account (nominal) code is credited.
- Inventory received but not invoiced / Inventory transit account is debited (code set at Settings > Company > Accounting: Accounts)
How to delete a goods-in note
- Go to Products > Inventory detail report and use the filters to find at least one of the items on the purchase order.
- In the Actions column on the far right, click the red cross.
- Confirm that you wish to delete the batch/goods-in note in the pop-up window by clicking the Delete batch button.