Hello,
Can a misc charge be added or adjusted once an AR invoice has been posted?
I know it can be done in AP.
Many thanks
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Hi J,
this is not possible.
If you do not have items to sell, but you still need to invoice "something" like freight charges you can either create service items and use them in a sales order or you can use Free text invoice from AR module to invoice directly to customers without the use of items.
Kind regards,
Dennis
Hi,
Reading this I was wondering if it is possible to invoice only Misc Charges on a separate invoice without sales order lines?
J.
Hi Yipster,
I interpreted the question as if it was possible to add misc charges to an already posted AR invoice. This is not possible. The procedure you are following is changing an existing sales order (which is only possible for users if the Safetylevel parameter is not set to Locked) and creating a new invoice. This is good workaround.
Please note that if you have automatic reservation switched on and you post the credit note, that the "returned" quantity is available for reservation for other sales orders. If the item you credited is on backorder on a different SO, this can lead to a physically reverved qty on this other SO. This means that you will not be able to make the new invoice without removing the reservations first.
Yes it is possible after some troubleshooting.
1. Select the posted invoice and click on the Quantity tab on the line pane
2. In the deliver now column enter the negative quantity of the invoiced quantity for all items
3. Hit save and a window will pop up saying the posted invoice is being modify. Just click yes
4. Post the invoice and chose the parameter quantity to deliver now the click on ok, the status changed from posted to open
5. This will create a credit note that will apply back to the account and inventory will be reversed.
6. Go to customer detail and update the credit note the invoice in function>open transaction editing
7. Add the MISC Charges
8. Now just go through the steps of re-posting the pick list / pack list and invoice
this is not possible for AR. In AP it is only possible if you register an AP invoice and use the invoice matching function to match with purchase orders. In the matching form you can add misc. charges.
AP Misc. Charges cannot be added once the invoice has been approved.
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