Undo shipment in current month - not using Sales Invoice and Cancel

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Posted on by ArjayL

Hi,

I want to undo a posted sales shipment in Business Central.

The sales order is shipped in July, but the GL period is already closed. So I can only undo the shipment in August. Sales Order is not yet invoiced.

The sales team does not want to invoice and cancel, as this will show up in the customer statement.

Should I change the Default Posting Date in the Sales and Receivable Setup and then do the Undo Shipment in the Posted Sales Shipment?

Or should I use the Sales Return Order and only do Receive and not invoice?

Thanks.

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Dynamics 365 Business Central

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Sumit Singh 10,079 on at

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Recommended Approach
Option 1: Undo Shipment via Posted Sales Shipment
This will reverse the item ledger and inventory impact, but the reversal will be posted in August, not July.
Pros:
Clean reversal.
No impact on customer statement.
Cons:
GL entries will reflect in August, not July (which is already closed).
Best Practice Recommendation
Change the Default Posting Date to August and perform Undo Shipment from the Posted Sales Shipment page.
This is the cleanest method that:
Reverses the original shipment.
Keeps customer ledger untouched.
Posts reversal in the current open period.
Note: This response was created in collaboration with Microsoft Copilot to ensure clarity and completeness. I hope it helps to some extent.
Mark the Answer as Verified if this is Helpful.

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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Seems like you have not invoiced the order yet but want to undo the shipment to receive the goods back in that case Undo Shipment is the right step. Temporarily reopen the period using Allow Posting from and Allow Posting To and then undo the shipment. If you use the return order you do need to credit the customer as the return order will be open until you invoice it.

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ArjayL 52 on at

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Thanks @Suresh for the reply and adding more to what happens when using the sales return order.

So if the the sales return order is just received it stays open and does not go to posted sales return receipts is that right?

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ArjayL 52 on at

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Thanks @Sumit for the response. Agree with you unshipping through the posted sales shipment line os the cleanest one, but how do I make sure that the reversal is posted in August (and not in July). Which setup do I need to update/ change?

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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When you use return order it will created receipt but the return order will be open until you post the credit memo. Undo Shipment will use the posting date on the shipment header and I don't it is possible to change that without a customization. One other thing you can do is post the item journal and use the apply to entry to apply to the shipment.

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ArjayL 52 on at

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Thanks Suresh. Tried the item journal and apply to entry but did not work as the shipment has been applied to the purchase receipt. When I tried to undo the application it would not let me as the period is closed.

If the default posting date cannot be changed for the Undo Shipment function, I think the only option is the receive in Sales Return Order or the Item Journal without applying.

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Yi Yong 2,555 Super User 2025 Season 2 on at

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Hello,

Unfortunately you may need to re-post the sales cycle.

Creating sales return order and not posting as credit memo will caused the sales return order to be "stuck" forever, you will need to close it.

Undo-ing sales shipment will post back using the Sales Shipment posting date.

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Sumit Singh 10,079 on at

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Hi Arjayl,

I think you got the answer from the community members. Thanks for posting your query.

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ArjayL 52 on at

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Thank you all for your responses. Highly appreciate it😀

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YUN ZHU 95,331 Super User 2025 Season 2 on at

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If your finance department allows it, you can consider reopening the accounting period, undoing it, and then closing it.
However, this will affect any closed reports, so I personally don't recommend it.

Thanks.

ZHU

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