Client Query - I Have Booked in too Many of a Stock Item on a Delivery Note

Problem/Question

I have booked in too many of a stock item on a delivery note, how can I fix this?

Solution

This is a fairly complicated issue and the only way to correct this is by the following steps:
  1. Go to [Purchasing | Purchase Invoice (For Stock)].
  2. Click filter and switch off the date filter, then click Go.
    1. This step ensure all purchase invoices relating to a particular puchase order or shown.
  3. In the grey box at the top of the Code column enter the number of the purchase order.
  4. You should now see all of the purchase invoices relating to this order.
  5. They ALL need to be unposted and deleted - we will be recreating them shortly.  Please note the details (Dates, prices etc) and what items are on each of them as you will need them at step 12.
    1. To unpost and delete an invoice double click it in the grid, click Edit and disable the Post Invoice toggle, then click Save Screen.
    2. Click the red Delete button.
  6. Go to [Purchasing | Delivery Note] and remove all deliveries relating to this order. Please note the details and what items are on each of them as you need it at step 9.
    1. To delete a delivery note, double click it in the [Delivery Note] screen and then click the red Delete button.
    2. If removing a delivery note would take your stock level below 0 then a stock adjustment to prevent this is needed beforehand - this process is covered in a separate article, How Do I Adjust Stock Levels?
  7. Once all delivery notes relating to the order have all been removed go to [Purchasing | On Order List].
  8. In the list, green select any single item from the original purchase order.
  9. Click Actions followed by Create Delivery Note.
  10. Amend the details to reflect a Delivery Note deleted in step 6.
  11. Click Actions then select Go To Purchase Invoice.
  12. Amend details to reflect what was on the invoice in step 5.
  13. Repeat steps 9 to 12 for each purchase invoice and delivery note deleted in steps 5 & 6.
  14. If you adjusted stock at step 6 it will now need to be adjusted out again to the correct level.

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