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I was trying to void open payable transaction which is I applied wrong amount in manual payment. but I couldn't because " This document cant not be marked for voiding. It has been either partially applied or is on hold."
How do I fix this?
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Hi Soma,
You are absolutely right, if both the debit and credit documents are partially applied, you can unapply in Payables. I didn't even mention this, because this is a very unlikely scenario for most companies. :-)
Victoria,
A small confirmation, GP allow us to unapply the payable transactions if both "Apply From" and "Apply To" transactions are open status (partially applied). Am I correct?
If the "Apply From" transactions is partially applied, then we need to follow the procedure mentioned from your blog post.
If the "Apply To" transaction is partially applied, for this case we need to unapply the applied amount. So, we can void the "Apply From" transaction and re apply it to new documents(I have mentioned by previous post). Please confirm.
Your suggestion is highly appreciated.
Unfortunately, the Payable module in GP does not allow unapplying. I have a blog post with the steps needed to void a partially applied Payables transaction:
victoriayudin.com/.../voiding-a-partially-applied-payables-transaction-in-dynamics-gp
Hope that helps.
If your manual payment has been fully applied to payable transactions(some payable transactions is not fully applied). For this case, if you want to void a payable transactions, then you need to void the payment in Void Historical Transactions(Transactions-->Purchasing-->Void Historical Transactions). After voided this manual payment, the applied documents for this payment will move to open status. Now you can void the open payable transactions in Void Open Transactions(Transactions-->Purchasing-->Void Open Transactions) or you can apply this payable transaction to any other manual payments.
Hope this helps!!!
You can't void a transactions which has partially applied to the transactions. For your case, you can unapply the partially applied transaction.
1. Go to Apply Payables Transactions(Transactions-->Purchasing-->Apply Payables Transactions).
2. Choose the vendor id and the transaction number.
3. Then unmark the applied transactions belongs to the entered transaction.
4. Click OK.
Now you can apply the transaction to appropriate documents with using the same window mentioned above.
Hope this helps!!!
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