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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Posted Sales Invoice -...
Small and medium business | Business Central, N...
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Posted Sales Invoice - Correct Invoice Function

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Posted on by NROM 15

The "Correct" function for Posted Sales Invoices appears to have changed and is no longer functional on a Posted Sales Invoice that was created from a Sales Order.  I have used the Correct function many times in the past to fix pricing or quantity issues on a Posted Sales Invoice and it worked perfectly.  But, just this week any time I try to use the Correct function I receive the following pop-up notification stating that the Correct function is not available for the invoice:

The invoice was posted from an order. The order has been deleted, and the invoice will be Canceled. You can create a new invoice or order by using the Copy Document action.

This notice doesn't make since, since the standard system process for creating a Sales Invoice is from a Sales Order, and the system automatically deletes the Sales Order once the order has been fully invoiced.  This would mean that all standard processed orders would not be able to use the Correct function, which surely cannot be what Microsoft intended.  Using this new Copy Document method also forces me to abandon any item tracking entries associated with the order when correcting the order.  Not cool!!

How do I get the Correct functionality back on my Posted Sales Orders?  Why am I only now getting this issue/notification when it worked fine a week or so ago?  Did this change have something to do with the recent v17.1 update?

Please fix ASAP!

Thanks,

NR

Categories:
Business Central
  • Deseree Krumm Profile Picture
    Deseree Krumm on at
    RE: Posted Sales Invoice - Correct Invoice Function

    You are correct on both points.  That is the best approach but you will not be able to connect to the original order.  The copy was a way to easily create the same details from the original invoice.  

  • vinsona85 Profile Picture
    vinsona85 175 on at
    RE: Posted Sales Invoice - Correct Invoice Function

    Trying to find an aswer to this aswell.. sounds like i'm as confused as everyone else on here! So we posted a sales invoice from a sales Order but had an incorrect date. We dont want to touch the order/shipment part as this is correct. The only thing we want to change is a date. So as i dont want to impact the order/shipment i dont believe i can 'correct' because this will reverse the shipments and then i would need to carry out extra steps? So I believe i have to 'cancel', which then creates a Credit memo against the original Posted Sales invoice. When i then check the cust ledger entries i can see both 'closed' original entries and the related credit memo. So then i opened sales invoices and copied the original posted sales invoice header and lines and now we can amend and post. However when looking at the header info there is no link back to the orignal Sales order no. I guess i have 2 questions a). Is the correct way? 2) Does it matter that when invoicing from the sales order, both are linked (seen on header) but when creating manually i cannot lint to the original sales order, i can only copy the posted original invoice?

  • RustyAustralis Profile Picture
    RustyAustralis 198 on at
    RE: Posted Sales Invoice - Correct Invoice Function

    Read all the above - but I'm even more frustrated. I pressed correct on a sales invoice that had lot tracked items where the sales order was still not deleted. Instead of doing what would be expected and just cancelling the invoice and leaving the items in a shipped status it returns the sales order to a completely unshipped state. Talk about not intuitive and quite frankly dangerous.

    Customers want to correct invoices, not cancel posted shipments to customers which occured. 

    In addition now I'm stuck with an invoice where it is saying I cannot post as lot numbers are not specified, yet it has lines for the old lot numbers that were shipped. However, it shows then as already handled and you cannot specify Qty To Handle. Meaning I am completely stuck. It's is extremely poor on many levels.

    The Business Central developer teams either need to build internal product teams with subject matter experts or convene review panels on any functional changes to ensure that they are not doing more harm than good - and I'm not even talking about poor user experience. 

    Signed a very very annoyed customer. 

  • Deseree Krumm Profile Picture
    Deseree Krumm on at
    RE: Posted Sales Invoice - Correct Invoice Function

    Great question and it is tricky to find so let me explain.  

    First, I would start by reading this sections: docs.microsoft.com/.../sales-how-process-sales-returns-cancellations

    What I would like to point out is in the "To create a sales credit memo by copying a posted sales invoice" section.  Here is where it describes that the Copy Sales Document is not available until you enter your customer information in the header.  Once this is entered, you will have "Copy Document" under Functions.  You can also create a replacement sales order as well by performing the following:

    On the Sales Return Order page for an active return process, on an empty line, make a negative entry for the replacement item by inserting a negative amount in the Quantity field.

    Choose the Move Negative Lines action.

    On the Move Negative Sales Lines page, fill in the fields as necessary.

    Choose the OK button. The negative line for the replacement item is deleted from the sales return order and inserted in a new Sales Order page.

    I think this all comes down to how a 'correction' should be used and how a 'return' should be used as they are quite different.  This is what Development is going to look at define in the near future.  Hope this helps.

    Warmest Regards,

    Deseree Krumm| Support Escalation Engineer

    Microsoft Dynamics 365 Business Central support​

  • NROM Profile Picture
    NROM 15 on at
    RE: Posted Sales Invoice - Correct Invoice Function

    Thank you Deseree, we appreciate your additional clarification.  You mention the Copy Document action, where can we find this action?  It doesn't appear to be in any of the menus in the Invoice, Sales Order, or Archived Sales Order in Business Central. 

  • Suggested answer
    Deseree Krumm Profile Picture
    Deseree Krumm on at
    RE: Posted Sales Invoice - Correct Invoice Function

    Hello All. 

    I would like to provide clarification on why this change was made and how it works currently going forward.

    Before 17.1, users were only receiving the prompt and getting a correction document regardless of where the Posted Invoice originated from:

    'The posted sales invoice will be canceled, and a new version of the sales invoice will be created so that you can make the correction.\ \Do you want to continue?'

    This was for invoices that did originate from orders, invoices that did not originate from orders and invoices that were not fully shipped/invoiced.  That is where we had problems.  The code running prior to 17.1 was not taking into consideration where the Posted Invoices came from, and why we were seeing issues with corrections that were from fully shipped/invoiced orders.(The completed orders were no where in the system to reference or compare)  With 17.1, the following options were added to the code and will be displayed based on where the Posted Invoice originated from:

    'The invoice was posted from an order. The invoice will be cancelled, and the order will open so that you can make the correction.\ \Do you want to continue?';
    'The invoice was posted from an order. The order has been deleted, and the invoice will be cancelled. You can create a new invoice or order by using the Copy Document action.\ \Do you want to continue?';
    'The invoice was posted from multiple orders. It will now be cancelled, and you can make a correction manually in the original orders.\ \Do you want to continue?';

    As you can see, with the original prompt and the new prompts, we are taking everything into consideration now.  This does come down to 2 simple outcomes in the end:

    • If the original Sales Order was partially Shipped & Invoiced, then we will create a Credit Memo and then open the existing Sales Order so it can be corrected.
    • If the original Sales Order was fully Shipped & Invoiced, all we do is create a Credit Memo and tell the user that they can use the copy document feature to create a new Sales Order because the original Sales Order has been deleted.

    I know this was not the answer you were hoping for, and if you rely on the old way, please vote for this idea( Microsoft Idea · Posted Sales Invoice - Correction Function (dynamics.com) so Development can take another look.  (Thank you for proactively submitting the Idea Request NR)  Documentation will be updated to reflect current functionality.  Please let us know if you have any further questions.

    Warmest Regards,

    Deseree Krumm| Support Escalation Engineer

    Microsoft Dynamics 365 Business Central support​

  • Bilal Haider Profile Picture
    Bilal Haider 45 on at
    RE: Posted Sales Invoice - Correct Invoice Function

    Thanks Deseree for detailed info.

  • Deseree Krumm Profile Picture
    Deseree Krumm on at
    RE: Posted Sales Invoice - Correct Invoice Function

    I completely agree and working with our Developers to get a better understand of why or if this can be changed and reinstated.  Once I know more, I can definitely update this post.    

  • NROM Profile Picture
    NROM 15 on at
    RE: Posted Sales Invoice - Correct Invoice Function

    Very disappointed!!  We rely heavily on the lot tracking functionality on the invoice and had built our returns/corrections process around the correct order function.  The way it worked previously was very efficient and effective.  The new method makes the function worthless since it cannot copy the lot tracking into the corrected order.  Definitely a step in the wrong direction for Dynamics.

  • Suggested answer
    Deseree Krumm Profile Picture
    Deseree Krumm on at
    RE: Posted Sales Invoice - Correct Invoice Function

    Hello!  I wanted to add a bit of information around this change.   This was a change in functionality as the old way was causing data inconsistencies reported by users. Because of this, the decision was made to take away the automation and restructure the way those corrections work. What we found is we could not go back and use the Sales Order, where the Sales Invoice came from, because it was no longer accessible which was the intended data flow of Sales Orders. This is where we saw the issues in amounts/posting accounts and why the process is manual now.  The documentation will be updated to reflect this change and apologize for the inconvenience.

    Deseree Krumm | Support Escalation Engineer

    Microsoft Dynamics 365 Business Central Support

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