Microsoft Dynamics AX (Archived)

Cancel Invoiced Sales Order

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Posted on by benjamin84

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Dear All,

I want to confirm,

I want to cancel sales order that already invoiced.

I found that there are credit note on sales order form at account receivable and return order at sales and marketing module.

what is the different between them,

may I know the steps to do cancel invoiced sales order.

Thanks

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Mahmoud Hakim 17,887 on at

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if you need to confirm sales order

select your sales order and go to sell tab and click on sales order confirmation

if you need to cancel the invoice , you can make the credit note, return order or sales order with a negative quantity.

if you use credit note, you can cancel your invoice with charges and discounts,...

but return order you need to do that manual

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Ludwig Reinhard Microsoft Employee on at

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Hi benjamin84,

Why is it that you want to cancel a sales order that has already been invoiced?

The parts have already been shipped and everything has been invoice updated.

Do you want to post a credit note because the customer returned some of the goods or why is it that you want to cancel the sales order?

Best regards,

Ludwig

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B K Sharma 737 on at

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Dear benjamin84,

This link may help you.

community.dynamics.com/.../return-order-in-ax-2012-r3

Thanks

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benjamin84 2,075 on at

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Hi Mahmoud,

Yes, I want to cancel the invoice and revise the sales order lines, I need to change item number.

I still not clear about option credit note, return order or sales order with a negative quantity.

do I just create credit note only, then revise the item number and ship and invoicing again ?

or I use return order, or sales order with qty minus ?

Need your advice.

Thank you

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benjamin84 2,075 on at

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Hi Ludwig

Thanks ( again for many times, you have help me much )

my user create sales order with item A, the sales order has been invoiced, item has been shipped.

later we want to revise the item to B, but the price will be the same.

the reason is, we want to exchange the item altrought the sales order has been invoiced, and the item has been shipped.

we just want to exchange the item only.

really need your help Ludwig. appreciate your help

Thanks

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benjamin84 2,075 on at

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Hi B K Sharma

Thank you very much for the reference, I read it first.

Thank you

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benjamin84 2,075 on at

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Hi B K Sharma,

I have read the article,

the situation is, I want to exchange the item , althrought the sales order has been invoiced.

after return order done, what step I need to complete the exchange ?

do I revise the sales order line again, create packing slip again and invoicing again ?

need your advice.

thank you.

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Mahmoud Hakim 17,887 on at

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the fast method to cancel sales order is credit note as shown below

as shown below

you will select invoiced sales order and click the credite note button

the credit note will return your sales order with charges and ...

but the other choices you need to maintain charges and complete your cycles as the same in SO but with negative

This discussion helped you see it also

https://community.dynamics.com/ax/f/33/t/233026

https://dynamicsuser.net/ax/f/users/79172/credit-note-and-sales-return-order-differences-between/439100

https://dynamicsuser.net/ax/f/users/66814/the-difference-between-return-order-and-sales-credit-note

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Ludwig Reinhard Microsoft Employee on at

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Hi benjamin84,

Unfortunately, you cannot simply switch an item that has already been invoiced.

If item is returned to your warehouse, you should go through the sales order return form and post the return. AX will then create a return order where you can add the replacement item and post a $0 invoice. This invoice document can then be used to inform the customer that the item has been replaced.

If the item is not replaced or if you made use of service items, you can simply add another line in your sales order that you use for shipping and invoicing the replacement item. When doing that, please ensure that a $0 price is setup unless you want to invoice the customer for the replacement.

Best regards,

Ludwig

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benjamin84 2,075 on at

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Hi Ludwig,

i'm still not clear about step my user must take.

based on the article.

community.dynamics.com/.../return-order-in-ax-2012-r3

after doing return order and posting the invoice like mentioned in the article.

then i create another sales order line with the right item and the same price, after that I ship and invoicing again that 1 item ?

it's mean that 1 sales order will have to invoice number ? because i just return order 1 item only, not the whole item in that sales order.

Need your advice.

Thank you

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