Greetings,
2 Sales Invoices were posted with the incorrect sales reps assigned to them. What is the recommended way to correct this?
Thank you for your help.
Bruce
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Greetings,
2 Sales Invoices were posted with the incorrect sales reps assigned to them. What is the recommended way to correct this?
Thank you for your help.
Bruce
*This post is locked for comments
Bruce,
Just to give you another opinion, I would do what Leslie suggested. This is the easiest way. Our standard operating procedure, when we have any issue with incorrect posted sales invoices, is to return then invoice and re-invoice. Make sure you put detailed notes on the return so you will remember why you did it.
Ron
Thanks for the reply. I was hoping not to need to recreate the invoice, but...
Best regards,
Bruce
I would create a return transaction and then recreate the invoice. If the cost layer of the item has changed, this will impact your COGS so be aware of that if you measure gross profit by salesperson.
Kind regards,
Leslie
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