How to Cancel a Purchase Order Delivery Remainder in Dynamics 365 F&SCM

When a supplier delivers only part of a purchase order and the remaining items will no longer arrive, Microsoft Dynamics 365 Finance and Supply Chain Management (F&SCM) allows you to cancel the outstanding quantity using the purchase order Deliver remainder functionality. This updates the quantity the system still expects to receive and prevents purchase orders from remaining open unnecessarily. Understanding how to use this feature helps purchasing and inventory teams maintain accurate order records.

Key Highlights

• The Deliver remainder feature lets you reduce or cancel outstanding quantities on partially received purchase orders in Dynamics 365 F&SCM.
• Purchase orders remain open when the system still expects additional items, even when the supplier has completed the delivery.
• You can access the functionality through the Action pane, the Purchase order lines FastTab, or make related quantity adjustments during product receipt posting.
• Purchase Quantity and Inventory Quantity must be handled carefully, especially when purchasing and inventory use different units of measure.
• The Cancel quantity button closes the remaining delivery quantity without changing quantities already received.

Why Does a Purchase Order Remain Open After a Partial Delivery?

In Dynamics 365 F&SCM, a purchase order can remain open when part of the ordered quantity has not yet been received. Even if the supplier confirms that no additional items will arrive, the system continues to recognize an outstanding delivery remainder until it is received or canceled.

For example, consider a purchase order containing two items:

Item Number	Ordered Quantity
M0061	50
M0062	40

After a partial delivery, the purchase order still has an outstanding quantity of 25 units. Because the system expects those remaining units, the purchase order retains an open status.

If the supplier will not fulfill the remaining quantity, the purchasing team can use Deliver remainder to cancel it. This allows Dynamics 365 F&SCM to reflect the actual delivery situation rather than continuing to show an outstanding obligation.

How Do You Access Purchase Order Delivery Remainders in Dynamics 365 F&SCM?

To locate and review the remaining quantities on a purchase order:

1. Navigate to Accounts payable > Purchase orders > All purchase orders.
2. Search for the purchase order number you want to update.
3. Select the appropriate purchase order.
4. On the Action pane, open the General tab.
5. Under Related information, select Line quantity to view the current order quantities.

From here, you can review the quantities that have been ordered and received, along with those still outstanding.

How Do You Cancel a Delivery Remainder in Dynamics 365 F&SCM?

Dynamics 365 F&SCM provides three ways to access or adjust delivery remainder information, depending on where you are working in the purchasing process.

Option 1: Cancel the Remainder Through Line Quantity

From the purchase order's General tab, select Line quantity in the Action pane.

Next, select Update line > Deliver remainder to open the Update remaining quantity form.

This form allows you to adjust the quantity still expected from the supplier or cancel the remaining delivery quantity entirely.

For example, if a purchase order line originally contained 50 units and 25 remain outstanding, you can keep the remaining quantity at 25 if those items are still expected. If the supplier will not deliver them, setting the remaining quantity to zero cancels the outstanding quantity.

You can also use the Cancel quantity button to cancel the delivery remainder directly.

Option 2: Use the Purchase Order Lines FastTab

You can access the same functionality without navigating through Line quantity in the Action pane.

1. Open the appropriate purchase order from All purchase orders.
2. Locate the Purchase order lines FastTab.
3. Select the line you need to update.
4. Choose Update line > Deliver remainder.

This opens the same remaining quantity form, where you can modify or cancel the outstanding quantity.

Option 3: Adjust Quantities During Product Receipt Posting

Delivery remainder information can also be updated through the Product receipt posting form.

When you reduce the receipt quantity in this form, Dynamics 365 F&SCM automatically updates the Deliver remainder field to reflect the adjustment.

This provides another opportunity to review the outstanding quantity during the receiving process. However, it is important to verify that the final delivery remainder accurately reflects whether additional items are still expected or should be canceled.

What Is the Difference Between Purchase Quantity and Inventory Quantity?

The Update remaining quantity form contains two important quantity fields: Purchase Quantity and Inventory Quantity. Although they are related, they represent quantities in different units of measure when the purchasing and inventory units differ.

Purchase Quantity

The Purchase Quantity field represents the remaining quantity in the purchase unit of measure.

For example, if a purchase order was originally created for 50 units and the remaining quantity is adjusted to 25, Dynamics 365 F&SCM continues to expect those 25 units.

Setting the remaining quantity to 0 has the same effect as selecting Cancel quantity, removing the outstanding delivery remainder.

Inventory Quantity

Sometimes a company purchases products in one unit of measure but stores them in another.

The Inventory Quantity field reflects the corresponding quantity in the item's inventory unit of measure. Dynamics 365 F&SCM automatically adjusts this value based on changes to the purchase quantity.

For example, when an item's purchase and inventory units differ, a purchase quantity of 40 may correspond to an inventory quantity of 20. The inventory transaction history then reflects the appropriate inventory quantity.

What Do the Buttons in the Update Remaining Quantity Form Do?

The Update remaining quantity form provides three actions:

Button	Function
OK	Applies the updated Purchase Quantity and adjusts the corresponding Inventory Quantity.
Cancel	Closes the form and returns to the previous screen without saving changes.
Cancel Quantity	Cancels the outstanding delivery quantity for the selected line or lines, regardless of the quantities entered in the form.

Be careful - there's a big difference between those two Cancel buttons. Cancel simply exits the form, while Cancel Quantity changes the outstanding delivery quantity.

Before applying the adjustment, confirm that the supplier will not deliver the remaining items and that you have selected the correct purchase order lines.

How Can Pharos Solutions Help with Dynamics 365 Finance and Supply Chain Management?

Pharos Solutions has more than two decades of experience delivering Microsoft Dynamics ERP implementations and integrations. Originally established as a Microsoft Dynamics implementation partner, the company has expanded its services to include ERP optimization, integration, automation, and ongoing application support.

Its Microsoft Dynamics practice works with organizations using Dynamics 365 Finance and Supply Chain Management, helping them implement, upgrade, and support their ERP environments.

Practical purchasing processes, such as managing partially received orders and canceling delivery remainders, illustrate why understanding standard Dynamics 365 functionality matters. Pharos Solutions helps organizations configure and use their ERP systems to gain maximum benefit from their investment.

Frequently Asked Questions About Delivery Remainders in Dynamics 365 F&SCM

Q: What is a delivery remainder in Dynamics 365 F&SCM?

A: A delivery remainder is the quantity on a purchase or sales order line that has not yet been delivered or received. For purchase orders, it represents the quantity still expected from the supplier.

Q: Can I cancel the remaining quantity on a partially received purchase order?

A: Yes. Use Update line > Deliver remainder > Cancel quantity to cancel the outstanding delivery quantity when the supplier will not fulfill the remainder.

Q: Will canceling the delivery remainder affect quantities already received?

A: Canceling the delivery remainder closes the outstanding quantity rather than reversing items already received. The purchase order record continues to reflect the quantity previously received.

Q: Can I adjust the remaining quantity without canceling it completely?

A: Yes. The Update remaining quantity form allows you to reduce the quantity still expected from the supplier. Setting the quantity to zero cancels the outstanding remainder entirely.

Q: How can Pharos Solutions help with Dynamics 365 F&SCM purchasing processes?

A: Pharos Solutions provides Microsoft Dynamics ERP implementation, integration, optimization, and support services. Its consultants can help organizations understand and manage purchasing workflows, including purchase order quantities and delivery remainder processes.

Keep Purchase Orders Accurate with Dynamics 365 F&SCM

Canceling a delivery remainder is a straightforward way to keep purchase orders aligned with what suppliers will actually deliver. By reviewing outstanding quantities and using the appropriate cancellation option, purchasing teams can avoid leaving incomplete orders open unnecessarily.

By Pharos Solutions | www.pharossolutions.com