Views:

Applies to Product - Dynamics 365 Finance
 

What’s happening?
The customer inquired about the process for canceling payment information related to promissory notes after they have been posted in the payment voucher journal within the Accounts Payable management module.
 

Reason:
It has been confirmed that there is no method to cancel or reverse the settlement information for promissory notes once they have been processed in the payment voucher journal.
 

Resolution:

  1. After issuing a promissory note, implement a process for canceling the promissory note.
  2. Consider customizing an extension to allow for cancellation of the promissory note settlement after it has been processed.
  3. For further details, refer to the published documentation on the inability to reverse transactions: Transaction Cancellation Documentation.