Can the transaction status of 'Selected for credit note' be brought back to 'Invoiced' for the On account transaction

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I am in the process posting an estimate for a fixed priced project. However system gives me this error:

"On account cannot be chosen for type project and ID". When investigated it was revealed that the invoiced on account transaction was mistakenly selected for credit note and hence the status of it has changed from 'Invoiced' to ''Selected for credit note".

We need to post that estimate. Is there a way to revert the status of the invoiced on-account transaction back from 'Selected for credit note' to 'Invoiced' ??

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Ludwig Reinhard Microsoft Employee on at

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Hi Sarang Kusare

I do not fully understand what happened with your on-account Transaction.

Can you provide some additional details and possibly some screenprints that illustrate the issue?

Many thanks and best regards,

Ludwig

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Hi Dr Ludwig,

The question i am trying to ask is generic one and not specific to on-accounts only.

My question is:

If the project transaction is selected for credit note by mistake, is there a way to revert it back invoiced?

I faced this situation with On-accounts but this situation can be faced with any other project transaction.

Kind Regards

Sarang

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Ludwig Reinhard Microsoft Employee on at

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Hi Sarang,

To change the state to 'invoiced' you would have to create the project invoice. If you don't want the customer to be invoiced for that, create a second 'correction' on-account transaction that offsets the wrong one so that your customer is actually not invoiced a $.

Best regards,

Ludwig

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Thanks Dr Ludwig for that alternative.

This means there is no way to revert the SAME transaction back to 'Invoiced' state from 'Selected for credit note', if it was mistakenly selected for credit note. The process is as suggested above by you, is to create the invoice proposal, post a credit note and then create a new on-account transaction and complete the estimate process.

Have i correctly understood it?

Kind Regards

Sarang

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Ludwig Reinhard Microsoft Employee on at

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Hi Sarang,

I do not know any other standard option that would set that back.

Best regards,

Ludwig

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Hi Dr Ludwig,

I just now came to know a way of reverting the SAME project transaction which is in 'Selected for credit note' back to 'Invoiced'.

When the project transaction is invoiced, the 'Transaction status' is changed to 'Invoiced':

When you select the transaction for credit note, the 'Transaction status' is changed to 'Selected for credit note'

I was wondering how do i put this 'Transaction status' back to 'Invoiced' as i selected the transaction mistakenly for credit note.

I got to know this today from one of my colleague. The solution is to just run the process again and 'Deselect' the transaction, which will revert the 'Transaction status' from 'Selected for credit note' to 'Invoiced'.

When clicked 'Ok', the system reverts the 'Transaction status' from 'Selected for credit note' back to 'Invoiced'.

The reason for knowing this was, i was getting stuck while posting an estimate on a % complete fixed price project. The on-account transaction based on which system calculates the accrued revenue was in the 'Selected for credit note' state and hence system was giving the error :

"On account cannot be chosen for type project and ID".

Had i known this process of reverting the transaction status back to 'Invoiced' i would have been successful in posting the estimate.

Anyways thank your assistance on this and every other time Dr Ludwig.

Thanks

Kind Regards

Sarang

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