2025-R1Inventory

Inventory and Order Management: Correction of Purchase Receipts for Drop-Ship Purchase

Last updated: 31 October 2025

Inventory and Order Management: Correction of Purchase Receipts for Drop-Ship Purchase

Orders

Inventory and Order Management: Correction of Purchase Receipts for Drop-Ship Purchase Orders

In previous versions of MYOB Acumatica, a user could not correct or cancel a purchase receipt that had been created for a purchase order with the Drop-Ship type if the receipt had already been released. That is, if any errors had been made in the lines of this receipt or the company did not accept the receipt for some reason and it had to be canceled, there was no way to fix the issue properly.

MYOB Acumatica 2025.1 now provides users with the ability to correct or cancel a released purchase receipt for a drop-ship purchase order. For this purpose, the Correct Receipt and Cancel Receipt commands have been added to the More menu on the Purchase Receipts (PO302000) form, as shown in the following screenshot.

Figure 1. The Correct Receipt and Cancel Receipt commands

Important: The functionality of receipt correction and cancellation for purchase orders with the Drop-Ship type is unavailable if the Manufacturing or Service Management feature is enabled on the Enable/Disable Features (CS100000) form. (The Correct Receipt and Cancel Receipt commands are not displayed on the More menu in this case.) We highly recommend that a company verify that there are no unreleased correction receipts in the system before it enables the Manufacturing or Service Management feature.

Starting to Correct a Purchase Receipt for a Drop-Ship Purchase Order

The Purchase Receipts (PO302000) form is the starting point for correcting a released purchase receipt related to a purchase order with the Drop-Ship type. When the user clicks Correct Receipt on the More menu, the system checks whether all of the following conditions are met for the purchase receipt:

  • The receipt includes at least one line of the Goods for Drop-Ship or Non-Stock for Drop-Ship type.
  • The receipt does not include any lines of the Goods for IN or Non-Stock type.
  • The receipt does not have related AP bills, except for AP bills that have been fully reversed.
  • If the related drop-ship purchase order has the Allow AP Bill Before Receipt check box selected on the Other tab of the Purchase Orders (PO301000) form, this order does not have related AP bills, except for AP bills that have been fully reversed.
  • No landed cost documents have been applied to the purchase receipt.
  • The receipt does not have related purchase returns that have not been released yet.
  • No sales invoices include the lines of this purchase receipt, except for canceled invoices.

If all of these conditions are met, the system creates a new purchase receipt with the next sequential number, which is a correction purchase receipt.

Tip: For simplicity, the correction purchase receipt will be referred to as the correction receipt, and the original purchase receipt will be referred to as the original receipt.

In the original receipt, the system inserts the number of the correction receipt into the new Correction Doc. Ref. Nbr. box on the Other tab of the Purchase Receipts form, as shown below. This number is also a link that a user can click. In the correction receipt, the system inserts the number of the original receipt (which is also a link) into the new Original Doc. Ref. Nbr. box on the same tab.

Figure 2. The link to the correction receipt in the original receipt

Making Changes to the Correction Receipt

The system copies all the data of the original receipt to the correction receipt on the Purchase Receipts (PO302000) form, and the user can make the needed updates to the correction receipt. When the user saves the correction receipt for the first time, the system assigns the new Under Correction status to the original receipt. Also, the system updates the value in the Qty. On Receipts column for the lines of the related purchase order on the Purchase Orders (PO301000) form based on any updated quantities in the linked lines of the correction receipt.

Although the user can print the original receipt with the Under Correction status, the user cannot do the following in the system for this receipt:

Also, the user cannot include the lines of an original receipt with the Under Correction status in the following documents:

  • An AP bill for a related purchase order
  • A sales invoice for a related sales order

Important: In a correction receipt, the user cannot add new lines or delete lines that were copied from the original receipt. If a line in the original receipt had been added erroneously, the user can specify 0 in the Receipt Qty. column for the corresponding line in the correction receipt. This line will not be included in any of the following related documents during the processing of the correction receipt:

  • AP bills
  • Sales invoices
  • Landed cost documents

In a correction receipt, the user can update the following elements in the Summary area of the Purchase Receipts form:

  • The Date box
  • The Create AP Bill check box
  • The Vendor Ref. box
  • The Workgroup box
  • The Owner box

Also, the user can update the value in the Exchange Rate box if both of following conditions are met:

  • The Enable Rate Override check box is selected on the Financial tab of the Vendors (AP303000) form for the vendor in the correction receipt.
  • The Allow Changing Currency Rate on Receipt check box is selected on the Purchase Orders Preferences (PO101000) form.

In the lines of the correction receipt on the Purchase Receipts form, the user can edit the values in the following columns of the Details tab can:

  • Warehouse
  • Transaction Descr.
  • UOM
  • Receipt Qty.
  • Expiration Date
  • Lot/Serial Nbr.
  • Unit Cost
  • Ext. Cost

If the user changes a value in a purchase receipt line, the system automatically selects the check box in the new Corrected column for this line, as shown in the following screenshot. If the user changes the date or currency rate in the Summary area, the system automatically selects the check boxes in the Corrected column for all lines of the purchase receipt. The Corrected column is hidden by default.

Figure 3. The Corrected column

If the user made changes to a line on the Details tab by mistake, they can click Cancel for this line on the table toolbar. The system will discard all changes, and the line will be reverted to its original state at the time of document creation. Also, the system will clear the Corrected check box in the line unless it was selected due to the Date or Exchange Rate in the Summary area being changed

Completing the Correction of a Receipt

To complete the correction process, the user clicks Release on the More menu for the correction receipt. This causes the system to assign the Released status to the correction receipt and the Canceled status to the original receipt. For all lines of the correction receipt that have changes in the Receipt Qty. column on the Purchase Receipts (PO302000) form, the system does the following:

  • Updates the quantities in the Qty. On Receipts column on the Purchase Orders (PO301000) form for the related purchase order
  • Updates the quantities in the Qty. On Shipments and Open Qty. columns on the Sales Orders (SO301000) form for the related sales order

On the Purchase Orders and Sales Orders forms, the system performs the following actions, depending on whether the value in the Receipt Qty. column on the Details tab of the Purchase Receipts form has increased or decreased in lines of the correction receipt:

  • If the quantity has decreased, the system does the following:
    • Reopens the corresponding lines of the related sales and purchase orders if they have already been completed. That is, the Completed check box is cleared for these lines on the Details tab.
    • If at least one line is reopened for the related purchase order that had the Completed status, assigns the Open status to the purchase order.
    • If at least one line is reopened for the related sales order that had the Completed status, assigns another status according to the order's workflow to it.
  • If the quantity has increased, the system does the following:
    • Selects the Completed check box in the lines of the related sales order and purchase order if the full quantity of the item has been received.
    • If all lines of the related sales or purchase order become completed, assigns the Completed status to this order.

Canceling a Purchase Receipt

The Purchase Receipts (PO302000) form is the starting point for canceling a released purchase receipt related to a purchase order with the Drop-Ship type.

When the user clicks Cancel Receipt on the More menu, the system checks whether all of the following conditions are met for the purchase receipt:

  • The receipt includes at least one line of the Goods for Drop-Ship or Non-Stock for Drop-Ship type.
  • The receipt does not include any lines of the Goods for IN or Non-Stock types.
  • The receipt does not have related AP bills, except for AP bills that have been fully reversed.
  • If the related drop-ship purchase order has the Allow AP Bill Before Receipt check box selected on the Other tab of the Purchase Orders form, this order does not have related AP bills, except for AP bills that have been fully reversed.
  • No landed cost documents have been applied to the purchase receipt.
  • The receipt does not have related purchase returns.
  • No sales invoices include the lines of this purchase receipt, except for canceled invoices.

If all of these conditions are met, the system displays a confirmation dialog box, as shown in the following screenshot. If the user clicks OK, the system assigns the Canceled status to the purchase receipt.

Figure 4. The Cancel Receipt dialog box

As soon as the purchase receipt is canceled, the system updates the related documents as follows:

  • It reopens the linked lines of the related purchase and sales order if these lines have already been completed.
  • If a related purchase order has the Completed status on the Purchase Orders (PO301000) form, the system assigns the Open status to it.
  • If a related sales order has the Completed status on the Sales Orders (SO301000) form, the system assigns another status based on the order's workflow.
  • In each linked line of the related purchase order, the system updates the value in the Qty. On Receipts column on the Details tab of the Purchase Orders form.
  • In each linked line of the related sales order, the system updates the values in the Qty. On Shipments and Open Qty. columns on the Details tab of the Sales Orders form.

Correcting or Canceling a Purchase Receipt with a Canceled Invoice

If a purchase receipt for a drop-ship purchase order has a released sales invoice, this receipt also has a related inventory issue, which is the original inventory issue. If the user cancels the sales invoice and then cancels the purchase receipt, the system also automatically generates and releases a reversal inventory issue with a reversal batch of transactions that fully revert the transactions that were generated on the release of the original inventory issue. The reversal inventory issue is released automatically, regardless of the state of the Release IN Documents Automatically check box on the Purchase Orders Preferences (PO101000) form.

The link to the reversal inventory issue appears in the new Reversal IN Ref. Nbr. box on the Other tab of the Purchase Receipts (PO302000) form, as shown in the following screenshot.

Figure 5. The link to the reversal inventory issue

Viewing Purchase Receipts with the Canceled or Under Correction Status

The following MYOB Acumatica reports and inquiry forms have updates related to purchase receipts with the Canceled or Under Correction status for purchase orders with the Drop-Ship type.

On the Purchase Receipt Summary (PO620500) and Purchase Order Receipt and Billing History (PO643000) report form, the new Include Canceled and Under-Correction Receipts check box has been added to the Report Parameters tab, as shown in the following screenshot. By default, these reports do not include the purchase receipts with the Canceled or Under Correction status. If the user selects the check box, the reports include these receipts. In the Purchase Receipt Summary report, the quantity and extended cost of these purchase receipts are not included in the calculation of the total receipt quantity and total receipt extended cost.

Figure 6. The Include Canceled and Under-Correction Receipts check box

The following reports include the purchase receipts with the Under Correction status but exclude the purchase receipts with the Canceled status:

These purchase receipts with the Under Correction or Canceled status are not listed in the following reports:

On the Purchase Accrual Balance by Period (PO402000) inquiry form, the purchase receipts with the Under Correction or Canceled status are shown according to the following rules:

  • The inquiry form does not show the purchase receipts with the Canceled or Under Correction status that do not have a canceled sales invoice and a related inventory issue because there are no transactions posted to the PO Accrual account at this moment.
  • The inquiry form shows the purchase receipts with the Under Correction status that have a canceled sales invoice and a released inventory issue because transactions to the PO Accrual account in the original inventory issue are not reversed and still affect the PO Accrual account.
  • The inquiry form does not show the purchase receipts with the Canceled status that have a canceled sales invoice and a released inventory issue because the original inventory transactions are already reversed in the reversal inventory issue if the purchase receipt is canceled.
View original documentation on MYOB Help