How to use the correct function on a prepayment invoice on a vendor ledger

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Posted on by KellyEnhanced

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Dear All,

One of my clients regularly uses on Vendor ledgers prepayment invoices from the Purchase order screen. However in this scenerio the client realised after generating the prepayment invoice that it was on the wrong vendor ledger. So we went into the Prepayment invoice from the Purchase order and the Order menu and try to use the correct function.

However which ever one we use Create Corrective Credit memo or Cancel or Correct, we still get this same error message.

I have personalised the purchase order screen and the the prepayment invoice screen but to no avail. I cannot see what we are doing wrong. The only solution I could give her was to manually create a purchase credit memo from the Vendor record.

Please could anyone suggest what we are doing wrong or that functionality isn't working properly. Currently running v21.0

Kind regards,

Kelly

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Purchasing

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KellyEnhanced 180 on at

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RE: How to use the correct function on a prepayment invoice on a vendor ledger

Thank you Gavin for your reply that worked perfectly.
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Gavin 2,337 on at

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RE: How to use the correct function on a prepayment invoice on a vendor ledger

Hi,

To correct a Prepayment Purchase Invoice you'll need to post a Prepayment Credit Memo from the Purchase order.

Ensure you have the Vendor Cr. Memo ppulate on the Prepayment tab

And then post

Hope this helps

Thanks

Gavin
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DAnny3211 9,217 Moderator on at

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RE: How to use the correct function on a prepayment invoice on a vendor ledger

hello

this is about nav but should be useful to you

community.dynamics.com/.../372492

DAniele