5
I voided an Invoice for a Purchase order in GP. The invoice was for select items from a Purchase order. Does this also return the items in the purchase order? If not. How do I reverse the items in the Purchase order. Please help!
Ireyes,
Which option did you use to return the items to the PO to be able to re-invoice them?
Isaac,
In my case, the invoice was voided after it was posted. In that case which option would you use?
Thank you,
GA
Hello,
To Return Items onto a Purchase Order you would need to do a Purchasing Return. Did you void the Invoice in the Purchasing Module before it was posted? or did you Void it in the Payables Module after it was posted? If it was after it was posted, then I don't think that would flow back to the Purchase Order to show that the shipment was not invoiced already.
Replace Returned Goods - Mark to request that the vendor replace returned goods using the original purchase order when the return type is Return or Return w/credit. If the original purchase order has been moved to history or the return type is Inventory or Inventory w/credit, then a new purchase order will be created.
Replace Returned Goods works in conjunction with the Invoice Expected for Returned Goods option.
Invoice Expected for Returned Goods - Mark to confirm that the vendor invoice will include the original receipt quantity of goods.
The following table shows which options to choose.
|
Options marked |
When to use |
Results |
Notes |
|
Replace Returned Goods and Invoice Expected for Returned Goods |
When you want to replace the returned goods, using the original purchase order. When you have yet to process the invoice for the original goods. When you want to process an invoice for all of the original quantity of goods received (even though you have returned some of them). |
Returned goods are replaced. The same purchase order is used for the replaced goods. You can process the invoice for all of the original goods, including the goods that will be replaced. |
If the original purchase order is no longer available (for example, moved to history), a new one is created automatically. The new purchase order includes only the returned goods and quantity that you want to replace. The Invoice Expected from Vendor option is available only for return types Return or Inventory. |
|
Replace Returned Goods |
When you want to replace the returned goods, using the original purchase order. When you do not expect to receive an invoice for the goods you’re returning, or when you do not expect the invoice to match the original quantity of goods. |
Returned items are replaced. The same purchase order is used for the replaced items. |
You can process an invoice for only the goods you kept, not the returned goods. If the original purchase order is no longer available (for example, moved to history), a new one is created automatically. The new purchase order includes only the returned goods and quantity that you want to replace. Invoices that you already have processed are not affected by choosing this option. |
|
Invoice Expected for Returned Goods |
When you do not want to replace the returned goods. For example, when you expect a refund or a credit. When you want to close the purchase order when the invoice is processed. |
The credit or refund occurs separately from the original invoice. When you process the invoice, the purchase order is automatically closed. |
You returned some goods, but did not ask to replace them. Thus, the transaction is complete and the purchase order is closed. |
|
Neither option is marked |
When you do not want to replace the returned goods. For example, when you expect a refund or a credit. When you have already processed the invoice, or when you do not expect to receive an invoice from the vendor. |
The credit or refund occurs separately from the original invoice. |
You can process an invoice for only the goods that you kept, not the returned goods. Invoices that you already have processed are not affected by choosing this option. |
Thanks
Isaac Olson
Microsoft Support
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
290,532
Super User 2024 Season 2
#2
Martin Dráb
228,501
Most Valuable Professional
#3
nmaenpaa
101,148
Share
Report
All responses (
Answers (