Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Cancel Posted Purchase...
Small and medium business | Business Central, N...
Answered

Cancel Posted Purchase Invoice without undo purchase receipt

(1) ShareShare
ReportReport
Posted on by sass 47
Is there anyway to cancel posted purchase invoice without auto cancel posted purchase receipt? when i cancel posted purchase invoice the receipt was canceled as well, i need to cancel posted purchase invoice only without canceling the receipt, because the PIC for each posting is different.
 
Thank you
Categories:
Business Central
  • Verified answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,824 Super User 2024 Season 2 on at
    Cancel Posted Purchase Invoice without undo purchase receipt
    Yes you can't reuse the same PO and posted purchase receipt numbers. The system needs to use new numbers. 
     
  • sass Profile Picture
    sass 47 on at
    Cancel Posted Purchase Invoice without undo purchase receipt
    Thank you so much for the answers, i forgot to mention that i need to make the correct purchase invoice after canceling the previous posted purchase invoice. I need to use the same PO number and the same posted purchase receipt number to make the correct posted purchase invoice. I guess i cant do that using standart system, right? if i use credit memo, i think i cant use "get receipt lines" function to fetch the posted purchase reeipt in purchase invoice.
     
     
    Thank you 
  • YUN ZHU Profile Picture
    YUN ZHU 73,698 Super User 2024 Season 2 on at
    Cancel Posted Purchase Invoice without undo purchase receipt
    Hi, I think you can try useing purchase journals.
     
    Hope this helps.
    Thanks.
    ZHU
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 4,615 on at
    Cancel Posted Purchase Invoice without undo purchase receipt
    In Business Central, using the 'Cancel' function will indeed cancel both the posted purchase invoice and the associated purchase receipt simultaneously. Consider using purchase return orders or creating a credit memo with item charges. This allows you to adjust the inventory.
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,824 Super User 2024 Season 2 on at
    Cancel Posted Purchase Invoice without undo purchase receipt

    If you use the 'Cancel' function, it will cancel both the receipt and the invoice simultaneously. If you need to cancel the receipt first and the invoice later due to timing differences, consider using purchase return orders.

    If your goal is to receive a refund for the invoice without removing the item from inventory, I recommend using credit memos with an item charge. This approach will adjust your inventory subledger as well.

    Using only a G/L account will not affect your inventory subledger, leading to inaccuracies in reporting. Additionally, if you sell the item later, your COGS can also be incorrect. I wrote a blog post about this method, which you can find here.

    Valentin Castravet
    Work: Zander ERP Services
    Blog: Dynamics 365 Business Central Insights
    LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
     

     

     

  • Suggested answer
    Yi Yong Profile Picture
    Yi Yong 1,391 Super User 2024 Season 2 on at
    Cancel Posted Purchase Invoice without undo purchase receipt
    Hello,
     
    The standard behaviour for cancelling a purchase invoice or posting a purchase credit memo (with item line) will cancel the receipt.
    If you do not want to cancel the receipt, you will need to create a purchase credit memo and post to G/L Account instead of using 'Items'.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans