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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Voided Invoice on Cust...
Finance | Project Operations, Human Resources, ...
Answered

Voided Invoice on Customer Statement

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Posted on by Bill Campbell 12

Client ( long time user ) is printing statements for customer and has had to VOID an invoice.  When they reprint the statement the invoice number and amount are showing, however, the amount of the invoice is not added to the running total.  There are no other indicators on the report that this invoice is the one that was VOIDED.

Question: Did something change in the Statement layout?  They are surprisingly using the out of the box Long Invoice form report.

Thanks for the assistance.

Categories:
Microsoft Dynamics GP
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  • Suggested answer
    Josh Page Profile Picture
    Josh Page on at

    You could run PTR for the customer against voided documents. If the document is in history, it wont appear on statements.

  • Bill Campbell Profile Picture
    Bill Campbell 12 on at

    I thought of that - however, she wants to show that the invoice was VOIDED to the customer - who has a copy of the orginal invoice - so when they get the statement she wants them all to agree

    I thought that there was an "*" or something on the side of the line when a document was voided - but that does not seem to be the case in Sales.

    We keep on searching.

  • Verified answer
    Josh Page Profile Picture
    Josh Page on at

    Ahh I see, we want the voids to still be there but need to see that their voided. If you want it to show the document is voided what you could do is run through step 3 of the below KB and then create a conditional calc field to print an asterisk if the document is voided based off the RM Open File(RM20101) column VOIDSTTS (will be 0 if not voided and 1 if voided). Then just add the field to the body section before the document and add a text note to the header of the document.

    support.microsoft.com/.../how-to-add-the-amount-remaining-field-to-the-rm-statement-on-blank-paper-report-in-microsoft-dynamics-gp-ff448691-2a9d-e985-735a-b7cfd694cd8c

  • Bill Campbell Profile Picture
    Bill Campbell 12 on at

    Josh, what a great save - thanks for pointing me in the right direction - I knew in the back of my head this was the way - just needed the push to make it happen.

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