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

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Posted on by M.O.

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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TeddyH 12,868 Super User 2024 Season 1 on at

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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.
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Amit Baru 3,025 on at

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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
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Dallefeld 11,425 User Group Leader on at

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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
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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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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. 5 on at

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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?
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TeddyH 12,868 Super User 2024 Season 1 on at

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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.