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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Cancel or update purch...
Microsoft Dynamics AX (Archived)

Cancel or update purchase order credit note

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Posted on by raymonmon 106

Hi All,

Is there anyway to cancel or update purchase order credit note?

So I had a Purchase order linked with a project but for some reason we need to make a credit note for this invoice.

The credit note for this PO apparently did not contain the information about the project, which caused budget consumption for no reason and unfortunately the invoice for this credit note has been posted.

Is there anyway to cancel or revise this credit note so we can reverse the budget consumption? Thank you

Regards,

Raymon

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I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Raymon,

    Has the original PO invoice already been posted and what about the invoice (credit note) posting?

    Please provide some addtional information on the transactions that have already been recorded and reversed.

    Many thanks and best regards,

    Ludwig

  • raymonmon Profile Picture
    raymonmon 106 on at

    Hi Ludwing,

    Yes, the original PO invoice has been posted and the credit note invoice has also been posted. But when we check credit note, the project id from the original PO is not assigned to the credit note so the budget is still consumed. I'm not sure if it's possible to reverse consumed budget by the original PO. Or should we make budget revision instead?

    Regards

    Raymon

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Raymon,

    Your item consumption for the project must be wrong then.

    I would try correcting the credit note and readjusting the budget to get this fixed.

    Those corrections require however a couple of manual tasks.

    You might want to try them in a demo environment first.

    Best regards

    Ludwig

  • raymonmon Profile Picture
    raymonmon 106 on at

    Hi Ludwig,

    Can you explain how to correct posted credit note and readjust the budget and also the manual tasks you mentioned on your previous reply? Thank you.

    Regards,

    Raymon

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Raymon,

    Basically, you have to create a corrective PO for reversing the credit note. This corrective PO must not be linked to a project as the wrong credit note. Once the corrective PO is established post the packing slip and invoice as you did for the original credit note that you created but with opposite signs.

    Once that is done create another credit note - this time one that is linked to your project and post the packing slip and invoice as usual.

    Then check your project budget in the project budget form and check what amounts have been consumed by the wrong corrections. For this amount identified, a budget revision needs to be recorded to arrive at the same original budget amount that existed before making the wrong correction.

    All of those steps are manual and I would recommend that you test them in a demo environment before.

    Best regards,

    Ludwig

  • raymonmon Profile Picture
    raymonmon 106 on at

    Hi Ludwig,

    Thank you for your suggestion. Let me try it first and I'll let you know if it works or not.

    Regards,

    Raymon

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Raymon,

    Have you been able to get this issue fixed in the meantime?

    Best regards,

    Ludwig

  • EYBPS3 Profile Picture
    EYBPS3 5 on at

    I was in the middle of a customer credit note in AX 2012 and AX had an error and completely closed. I didn't invoice it yet but it is registered and in delivered status. I have reversed a line and was able to delete a credit line before but I can't remember how to do it.  Any help would be great

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