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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Credit/Cancel Posted I...
Small and medium business | Business Central, N...
Answered

Credit/Cancel Posted Inventory Purchase Invoice without Reversing Shipment

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Posted on by Samantha73 3,346

Hi All

I have created posted shipment and an invoice from purchase order for inventory items. Now the posted shipment is correct but the posted invoice is wrong - say we posted the invoice on wrong posting date. How do I correct invoice only? I tried the three options on the correct functions:

1. Cancel - reverses both invoice and shipment, change OO qty ship/inv

2.correct -reverses both invoice and shipment, change OO qty ship/inv

3.Credit - does not reverse invoice and shipment but adjust ledger entry invoice remaining balance and create item ledger negative. Does not change purchase order

Thanks

docs.microsoft.com/.../purchasing-how-process-purchase-returns-cancellations

I have the same question (0)
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 102,765 Super User 2026 Season 2 on at

    Hi, just in my personal opinionm I tend to use Correct. If Cancel is used, it will also require to post shipment on the system.

    More details:

    https://yzhums.com/3267/

    Action Description
    Cancel The posted sales invoice is canceled. A corrective sales credit memo is automatically created and posted to void the initial posted sales invoice. On the initial posted sales invoice, the Canceled and Paid check boxes are selected.
    Correct

    The posted sales invoice is canceled. A new sales invoice with the same information is created, unless the posted sales order was posted from a sales order. In that case, we suggest you cancel the posted sales invoice instead and then make the correction and continue the sales process from the original sales order.

    The new sales invoice has a different number than the initial sales invoice. A corrective sales credit memo is automatically created and posted to void the initial posted sales invoice. On the initial posted sales invoice, the Canceled and Paid check boxes are selected.

  • Suggested answer
    IB-29041624-0 Profile Picture
    IB-29041624-0 1,191 Moderator on at

    If the invoice was posted with incorrect posting that and you want to change that only for the vendor ledger entries you will have to post something manually in a journal.

    As long as you use purchase credit memos in any way or form they will generate item ledger entries.

    So i would post in a journal debet vendor / credit interim account on the date of the posted invoice

    and visa versa on the correct invoice date. Then you get your vendor ledgers correct.

    But if you want to move all transactions to a new date. You have to do cancel / correct and then post a completely new purchase invoice on the correct date.

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,613 on at

    Hi

    The method Mr Bruvik suggested it is the method that we usually user. it all depends on your goal. Sometimes credit memos and sometimes cancel or correct (as Mr Zhu mentioned).

  • Alfredo_Iorio Profile Picture
    Alfredo_Iorio 1,268 on at

    Hi

    Like Zhu, I would correct the invoice.

    Fixing an incorrect posting with a journal will sort your ledgers but the invoice will still show with the wrong date.

    Also, is you purchased inventory, you would need to journal the inventory transactions too which I wouldn't normally recommend.

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