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Help needed voiding or deleting a credit memo that I invoiced / posted already?

Posted on by 5

Hi

Not sure where to turn and have been searching online to figure out how I delete a credit memo that I have already invoiced and posted?  I've been working with Dynamics a few weeks and don't want to mess anything up

Thank you in advance

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  • Suggested answer
    TeddyH Profile Picture
    TeddyH 12,861 Moderator on at
    RE: Help needed voiding or deleting a credit memo that I invoiced / posted already?

    Create a new invoice with the same sign and amount as credit. Use copy document to make it easier for you.

  • Suggested answer
    Amit Baru Profile Picture
    Amit Baru 3,025 on at
    RE: Help needed voiding or deleting a credit memo that I invoiced / posted already?

    Hi,

    Delete is not the way to work in ERP. Enter Reverse document against Cr. Memo.

    Regards

    Amit Sharma

    www.erpconsultors.com

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,423 User Group Leader on at
    RE: Help needed voiding or deleting a credit memo that I invoiced / posted already?

    Create an invoice by copying the credit memo to the invoice using Copy Document. Don't worry about the signs, the system will take care of that. Once you post go to the customer or vendor and apply the invoice to the credit memo

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,744 Moderator on at
    RE: Help needed voiding or deleting a credit memo that I invoiced / posted already?

    You have to create a new invoice to void a credit memo.

    You have have negative lines on a credit memo or an invoice. But the value of the negative lines can not be greater than the positive lines.

  • M.O. Profile Picture
    M.O. 5 on at
    RE: Help needed voiding or deleting a credit memo that I invoiced / posted already?

    Hi Teddy,

    Thank you so much for responding!  I apologize, I have been with my new employer only a month... just want to confirm this with you.  Am I creating a new invoice or a new credit memo and do I use a negative quantity to offset?

  • Suggested answer
    TeddyH Profile Picture
    TeddyH 12,861 Moderator on at
    RE: Help needed voiding or deleting a credit memo that I invoiced / posted already?

    You are not supposed to delete anything that has been posted.

    So to reverse a credit memo, you can create a new invoice (you can use copy document) and apply it to that credit.

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