This solutions article will go over the process for unreceiving a "Goods and Services Receipt" or "Inbound Delivery". 


The proceeding document of a Purchase Order is determined based on the material/items in the purchase order. If they are a "To-stock" item, then they will have a Inbound Delivery as a follow-up document. However, if they are Services or Non-stock items, then they will have a Goods & Services Receipt as the follow-up document. 


If you are not sure, a quick way to determine the follow-up document is to check the "Document Flow" tab in the Purchase Order. 



Each document type will have two sections, with one detailing the process to cancel the whole document and one detailing the process for canceling individual line items. 



TABLE OF CONTENTS


If you input the incorrect quantities when confirming either the Outbound or Inbound task, you can adjust the confirmation without backing out of the whole process by following this article Warehouse Orders - Inbound and Outbound Confirmation Adjustments : SEF Energy (freshdesk.com)

Goods & Services Receipt - Whole Document


Work Center: Goods and Services Receipts

View: Receipts and Returns


  1. Click the "Goods and Services Receipt" work center
  2. Click "Receipts and Returns" view 


This will bring up the Receipts and Returns page, to which you'll use to search for the Goods and Services Receipt document that was created when you received in the Purchase Order. 


  1. Click the Top left Drop-down box and change it to "All documents"
  2. Search for the Goods & Services Receipt or Purchase Order Number 



Once the search has finished, selected the appropriate Goods & Services Receipt line and then click the "Cancel Document" button to cancel the Goods & Services Receipt. 


  1. Select the Goods & Services Receipt Line
  2. Click the "Cancel Document" button.



Once you click the "Cancel Document" button, hit the refresh button on the search bar to refresh the page and verify that a cancellation document was created for the Goods & Services Receipt. 


  1. Click the Refresh button in the Search Bar
  2. Verify the Goods & Services Receipt was cancelled and a Cancellation document was created. 



The Goods & Services Receipt is now cancelled. 

Goods & Services Receipt - Line Items


Work Center: Goods and Services Receipt

View: Receipts and Returns


  1. Click the "Goods and Services Receipts" work center
  2. Click the "Receipts and Returns" view


Once you click the "Receipts and Returns" view, you'll be taken to the "Goods and Services Receipts - Receipts and Returns" page. On this page, you'll click the drop-down box on the top left and select "All Documents", then type the Goods and Services Receipt number or Purchase Order number into the search field. 


  1. Change the Drop-down box to "All Documents"
  2. Search for the Goods and Services Receipt or Purchase Order Number.



Once the search populates, verify that it's the correct Goods & Services Receipt and then highlight the line. Once you highlight the line, click the "Edit" button. 


  1. Verify and Select the appropriate Goods & Services Receipt Line
  2. Select the "Edit" button.



After you click the "Edit" button, you'll brought to the Goods and Services Receipt Header page. On this page, click the "Items" tab to view the line items that were received in. 



Highlight the line that you need to unreceive, then select the "Cancel Item" button. 

  1. Highlight the line that needs to be unreceived. 
  2. Click the "Cancel Item" button. 
You can cancel multiple line items by holding down "Shift" and highlighting the lines.



When you click the "Cancel Item" button, you will be redirected to the "Cancel Document" page for the line items that you selected. 


On this page, you select the "Post" button to post the cancelled document & line items that you were wanting to cancel. 



After clicking "Post", it will then redirect you back to the Goods & Services Receipt page. Which will display the cancelled line item. 


If you are complete with unreceiving the line items, click the "Close" button on the Goods & Services Receipt. 




After closing the Goods and Services Receipt page, it will bring you back to the "Goods and Services Receipts - Receipts and Returns" page where you searched for the Goods and Services Receipt. 


You may need to refresh the search bar, but there should be Receipt Cancellation Documents that pull up when searching for the Goods and Services Receipt or Purchase Order number now. These are the cancellation documents for the line items that were unreceived. 



You can double check that the items were unreceived by pulling up the Purchase Order number in the "Purchase Orders to be Delivered" view in the "Goods and Services Receipt" work center and searching for the Purchase Order number.


You are now finished with unreceiving specific line items on a Goods and Services Receipt. 



Inbound Delivery - Whole Document


Work Center: Inbound Logistics

View: Inbound Deliveries


  1. Proceed to the "Inbound Logistics" Work Center
  2. Click the "Inbound Deliveries" view



On the "Inbound Logistics - Inbound Deliveries" page, switch the drop-down in the top left to search for all inbound deliveries by selection. Input the Purchase Order number in the search field, which will pull up the Inbound delivery that was created when the PO was received. Then select the line and click the "Undo Release" button. 


  1. Change the Drop-down box to include all inbound deliveries by selection
  2. Search for the Purchase Order Number
  3. Highlight the Inbound Delivery that is associated with the PO
  4. Click the "Undo Release" button



Work Center: Inbound Logistics

View: Monitoring By Warehouse Order


Once the Inbound Delivery is unreleased, you'll proceed to the Warehouse Order that was created when the PO was received in. 


  1. Select "Inbound Logistics" Work Center
  2. Select the Monitoring "By Warehouse Order" view 


On the "By Warehouse Order" screen, change the drop-down to "All Warehouse Orders" and search for the associated Purchase Order number to bring up the Warehouse Order that was created when receiving it in. 


Once the search populates, highlight the Warehouse Order line that is associated with the PO, which can be viewed in the "Reference ID" section. Then press the "Edit" button. 


  1. Change the Drop-down box to "All Warehouse Orders"
  2. Search for the Purchase Order number
  3. Select the correct line 
  4. Click the "Edit" button



Once the Warehouse Order opens, Click the "Adjustment Confirmation" button. 


  1. Click the "Adjustment Confirmation" Button



After hitting the adjustment confirmation button, you'll be taken to the "Adjustment Confirmation for Warehouse Order ID: XXXXX" screen, where you'll need to highlight the line item and then select the "Enable Entry" button. 


After enabling entry, you'll input the difference to equal 0, which in this case is 48ea. After inputting the difference, you'll now save the adjustment confirmation and the Fulfilled Quantity will revert back to 0. 


  1. Select the put away task line for the product
  2. Click the "Enable Entry" button
  3. Input the difference to equal 0
  4. Click the "Save" button to save the changes


If there are multiple lines, you'll need to enable entry and input the difference on all lines.


Work Center: Inbound Logistics

View: Monitoring By Warehouse Order

Once you finished with the Warehouse Order adjustments, you'll need to cancel the Inbound Delivery. 


  1. Select the "Inbound Logistics" Work center
  2. Select the Monitoring "By Warehouse Order" view



You'll repeat the same process as before when coming to the "Inbound Logistics - Inbound Deliveries", but instead of "Undo Release", you'll click the "Cancel" button


  1. Change the Drop-down box to include all inbound deliveries by selection
  2. Search for the Purchase Order Number
  3. Highlight the Inbound Delivery that is associated with the PO
  4. Click the "Cancel" button


Work Center: Inbound Logistics

View: Inbound Delivery Notifications

After cancelling the "Inbound Delivery", you'll now need to Cancel the "Inbound Delivery Notification"


  1. Select the "Inbound Logistics" work center
  2. Click the "Inbound Delivery Notifications" view



After you pull up the "Inbound Delivery Notifications" view, switch the drop-down box located in the top left to "All Delivery Notifications by Selection" and then search for the purchase order number. 


Once the Delivery notification pulls up that is associated with the purchase order number, select the line, click the "Actions" button and then select "Cancel Delivery Notifications"


  1. Change the search criteria to "All Delivery Notifications by Selection"
  2. Search for the Purchase Order number in the Search Field
  3. Highlight the purchase order's Delivery Notification line
  4. Select the "Actions" button
  5. Click the "Cancel Delivery Notification" drop-down



Cancelling the delivery notification will open the Purchase Order back up to receiving. 


You can verify that there is a open quantity for the line by going to the "Inbound Logistics" work center and selecting the "Purchase Orders" view, then searching for the purchase order number.


Once the purchase order number is pulled up and you select it, down in the details section for the Purchase Order, it'll show that there is currently a open quantity available again.   




Inbound Delivery - Line Items


Work Center: Inbound Logistics

View: Inbound Deliveries


To start, you'll proceed to the "Inbound Logistics" work center and "Inbound Deliveries" view


  1. Select the "Inbound Logistics" work center
  2. Click the "Inbound Deliveries" view



On the "Inbound Deliveries" view page, change the drop-down box on the top left to "All Inbound Deliveries by Selection" and then search for the Purchase Order number in the search field. 


Once the search populates, select the inbound delivery associated with the purchase order and then click the "Undo Release" button. 


  1. Change the drop-down criteria to "All Inbound Deliveries by Selection"
  2. Search for the Purchase Order number
  3. Select the Inbound Delivery line
  4. Click the "Undo Release" button


Once you finish unreceiving the line item be sure to return and release the Inbound Delivery. A note will be at the end for a reminder as well.



Work Center: Inbound Logistics

View: Monitoring By Warehouse Order


Once the inbound delivery has been unreleased, you'll need to proceed to the Warehouse Order to adjust the line item that needs to be unreceived. 


  1. Select the "Inbound Logistics" work center
  2. Click the Monitoring "By Warehouse Order" view



On the "By Warehouse Order" view page, change the drop-down box's criteria on the top left to "All Warehouse Orders" and then search for the Purchase Order number. 


Once it populates the search, select the line associated with the Purchase Order number. You can verify it's the correct line by selecting the line and then viewing the details on the bottom, which will contain the Purchase Order number. 


Once you select the line, click the "Edit" button. 


  1. Change the search criteria drop-down box to "All Warehouse Orders"
  2. Search for the Purchase Order Number
  3. Select the line
  4. Verify it's the correct line by checking the reference id documents
  5. Click the "Edit" button



Once the Warehouse Order populates, click the "Adjustment Confirmation" button


  1. Click the "Adjustment Confirmation" button. 



On the "Adjustment Confirmation for Warehouse Order ID: XXXXX" page, you'll select the line that you need to unreceive. Then, click the "Enable Entry" button and input the difference in the "Quantity Difference" field to have the value equal 0. 


  1. Select the Line that needs to be unreceived
  2. Click the "Enable Entry" button
  3. Input the difference to have the fulfilled quantity equal 0 (In this case, it's -25ea)
  4. Click the "Save" button. 



After saving and closing the adjustment confirmation page, you are now finished with unreceiving a line item that was received via inbound deliveries. 


To verify that there is now a open quantity on the PO, you can pull up the Purchase Order number in the "Inbound Logistics" Work Center in the "Purchase Orders" view. 


When you search for the Purchase Order number, select the line and then look at the details portion of the Purchase Order. It'll have a open quantity. 


Remember to go back to the Inbound Delivery and re-release it.