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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / cancel PO invoice
Microsoft Dynamics AX (Archived)

cancel PO invoice

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Posted on by ahmed.kimo 546

Hi,

I have an issue , that we invoiced the PO partial invoice but mistakenly we add retention amount and we need to change this amount , how to reverse or cancel this invoice and recreate it with the correct values ?  

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  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi ahmed.kimo,

    With retention, do you refer to the project module retention functionality or is this something you developed yourself?

    Best regards,

    Ludwig

  • ahmed.kimo Profile Picture
    ahmed.kimo 546 on at

    Hi Dr,

    we have used the default retention in PO itself , our users added wrong percent  

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi ahmed.kimo,

    Can you identify the field name from your PO and possibly post some screenprints here?

    I am not sure whether we I have the same thing in mind than you :-)

    Many thanks,

    Ludwig

  • ahmed.kimo Profile Picture
    ahmed.kimo 546 on at

    Hi Dr,

    Sorry for confusing you , but actually the changes happened in invoice level,

    retIssue.jpg

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    The next time you create an invoice, you can enter the retained amount in the 'release retained section'. Once you post the invoice, the retained amount/posting will be reversed

    If you can't wait for the next invoice you need to apply a 'workaround'. Such a workaround could be that you create a new invoice and set the quantity to 0. Also ensure that nothing is matched with your product receipts. Then enter the amount to be released in the amount field at the very bottom of the invoice form and post this 'dummy' $0 invoice. If you have not done this before, test it in a demo environment first. If you apply it correctly - which needs some testing :-) - the retained amount will be released.

    Best regards,

    Ludwig

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