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ReportHello everyone!
Can anyone describe the right steps (procedure) to void an already posted sales invoice document?
Thank you
Ignacio.
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Hello everyone!
Can anyone describe the right steps (procedure) to void an already posted sales invoice document?
Thank you
Ignacio.
*This post is locked for comments
No worries! Any assistance you can provide is helpful. Yes it is.
Thank you,
Good Morning Rosemary,
Could you please explain what an SOP document is? Unfortunately, I don't know what that is.
No payments have been made to this document as it was never sent to the client as an invoice to be paid. We don't have 'inventory' that would need to be returned. We deal specifically in time and expenses spent on projects.
What I mean is the charges that previously made up or comprised my invoice have not been put back into the receivables schedule that would allow me to re-invoice our client for them, as they are still valid charges. Could I be missing a step? Or is there an additional process that I need to do?
Thank you,
Good day,
I use the procedure mentioned on transactions that were entered via receivables.
As Richard indicated earlier best practice when an SOP document has been posted is to do a return.
You need to consider also if payments were made as well as if it is a charge document. I am not sure I understand what you mean by 'charges going back to the 'queue''??
Regards
Hi Mohid,
Thank you for posting the steps above. After voiding a posted invoice document, should the charges that once comprised the voided invoice go back into the 'queue' to be invoiced? Or does this process void the transactions completely?
I ask because I followed your steps and I'm not seeing the transactions that where on my voided invoice anywhere to be re-invoiced.
Any advice you can provide would be helpful.
Thank you.
If you have a lot of line items, you can use the Copy function under the Actions button. This will help you do a lot of the heavy lifting. You will have to make you doc type to return and fill out your other header information.
Ryan McBee
The Knight Group
Indianapolis, IN
An SOP document implys inventory has been delivered to the customer. Thus a Return is required to reverse an SOP posted Invoice document.
Merry Christmas to all!
Hi Ignacio,
Go to Sales Module>Transactions> Posted Transactions. This will open "Receivables RM Transaction maintenance window. Select the Customer ID, Document type as "Sales/Invoice" and select the required document number and the Void date. Click on Void button. It will void the document and the RM module and GL will get updated accordingly.
Hope this will help.
Mohid
If you're talking about voiding posted SOP transactions, you can't. You can only Void their RM record. I.e. after you void them in RM, if you ran a query against the sop history table, the documents void status would be 'not voided'. You could trigger off the void action to set the sop history void status to true. Also you could update the sop history void status based on a corresponding record in the rm open or rm history tables.
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