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Dear All,
Need to seek some help on correction / cancellation of posted document (posted sales invoice / posted purchase invoice)
1. the issues, i had turn on the approval workflow for sales credit memo. But this cause issue where when i cancel or correct a posted sales invoice, the posted sales invoice cancelled status is not updated to true because the sales credit memo need approval.
hence instead of the approval on posting the sales credit memo, i was thinking of setting up approval when clicking the cancel / correct button. In this doable?
2. alternatively if the above is not feasible, is there a way to send a notification when a sale credit memo is being posted?
1. When you cancel/correct does it actually create an approval request for the credit memo and if so then wouldn't the solution be to approve the credit memo? If the approval request is not even getting created then sounds like a defect. Would you be able to disable the approval workflow before you do your cancel?
2. Email notification setup is available out of the box for any approval. Check approval user setup table for the email setup and make sure SMTP email page is configured.
1. With customisation yes. In the case of “cancel” where the credit is posted you’re essentially saying you only want “Correct” as that generates an open one. Circumstance of having an approval in place.
2. Again with customisation. If it was when it’s created then you could use Power Automate to capture it. When it’s being posted would need to be part of the posting codeunit
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André Arnaud de Cal...
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Martin Dráb
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