Reversing a Drop Shipment GRN and Sales Shipment in Business Central

Introduction

Reversing a Drop Shipment Goods Receipt Note (GRN) and Sales Shipment in Microsoft Dynamics 365 Business Central can be a complex but essential task when handling errors or changes in your supply chain process. Drop shipments involve directly shipping goods from your vendor to your customer, bypassing your inventory. However, mistakes or adjustments may necessitate reversing these transactions to maintain accurate records. In this guide, we’ll walk you through the steps to correctly reverse a drop shipment GRN and sales shipment, ensuring your system reflects the necessary changes.

Steps to Achieve goal:

1. Search for the Sales Order
2. Use the search bar to find “Sales Orders.”
3. Locate the specific sales order related to the drop shipment that has been shipped but not invoiced.
4. Open the Sales Order
5. Click on the sales order to open it.
6. Add a Negative Quantity Line
7. In the “Lines” section, add a new line for the same item.
8. Enter a negative quantity that matches the quantity of the original shipment line.
9. This will reverse the shipped quantity for that item, effectively canceling the shipment.

1. Search for the Purchase Order
2. Use the search bar to find “Purchase Orders.”
3. Locate the purchase order related to the drop shipment that has been received (GRN) but not invoiced.
4. Open the Purchase Order
5. Click on the purchase order to open it. Click on Actions-> Functions-> Drop Shipment-> Get Sales Order and select the Drop shipment SO.
6. This will add a Negative Quantity Line
7. This will reverse the goods receipt (GRN) for that item.

Click on the Post action and choose Receive action, which would post the negative quantity.

Please Note:

• Review the Status: Ensure that the sales and purchase orders reflect the correct status after adjustments.
• Verify Inventory: After posting, check that the inventory levels have been updated to reflect the reversals.
• Invoicing: Ensure no invoices have been generated for the original shipment and receipt before performing these steps.

Conclusion

By following this method, you can effectively reverse the drop shipment transactions and correct any errors in Business Central before invoicing.

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