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Suggested answer

Return Posted Invoice

Posted on by 3,027

Hi

  How to create a return of Posted Sales Invoice . How we can trace that it is return Invoice

Thanks

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  • Suggested answer
    RockwithNav Profile Picture
    RockwithNav 6,562 on at
    RE: Return Posted Invoice

    Why not to go ahead with Sales Return Order and do Receive and Invoice!!

  • Suggested answer
    Saurav.Dhyani Profile Picture
    Saurav.Dhyani 17,959 Super User 2024 Season 2 on at
    RE: Return Posted Invoice

    Hi,

    Let's understand it like this -

    When you post a sales order (Ship and Invoice) following things happen -

    1. Posted Sales Invoice - Invoice is about the Money that we need to collect from the customer.

    2. Posted Sales Shipment - Shipment is about the inventory that is shipped to the customer.

    Now to Reverse this transaction there will be two parts -

    1. A Sales Credit Memo - against the Posted Sales Invoice which will reverse the financial impact of that order.

    2. A Sales Return Order - against the Posted Sales Shipment which will reverse the inventory shipped to the customer.

    Create a Sales Credit memo for the customer. Select the action - Get Posted Document Line to Reverse and select all lines for the Posted Invoice and system will automatically add those lines in Credit memo and Post-it.

    Repeat Sames activity with a new Sales Return Order and Post that to completely Reverse the transaction.

  • jsshivalik Profile Picture
    jsshivalik 3,027 on at
    RE: Return Posted Invoice

    Hi Saurav

     From where i should create Credit Memo . Then how i will check that it is Sale Return.

    Thanks

  • jsshivalik Profile Picture
    jsshivalik 3,027 on at
    RE: Return Posted Invoice

    Hi

     Is there any Posted Sales Credit Memo table. I have seen only Sales Credit Memo Header. How we can see that it is return against Sales Invoice

    Thanks

  • Suggested answer
    Genie Cetas Profile Picture
    Genie Cetas 472 on at
    RE: Return Posted Invoice

    Hi,

    By using Sales Credit Memo, You can return back the Invoice entries. You can find the reversed document in Posted Sales Credit Memo.

  • Suggested answer
    Amol Salvi Profile Picture
    Amol Salvi 18,694 on at
  • Suggested answer
    Saurav.Dhyani Profile Picture
    Saurav.Dhyani 17,959 Super User 2024 Season 2 on at
    RE: Return Posted Invoice

    HI,

    You will not create a Return Posted Sales Invoice here is how you need to proceed.

    1. For Reversing a Invoice (Financial Impact) you will create a credit memo and

    2. For Reversing a Shipment you will create a Return Order.

    Read here - docs.microsoft.com/.../sales-how-process-sales-returns-cancellations

    ** In the Newer version of NAV / BC Microsoft have added these actions in standard NAV.

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