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Correct Posted Purchase Credit Memo

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Posted on by INITMAN 100

Hello

Please can someone advise on the best way to correct a Purchase credit Memo that has been posted to the wrong account.

If I delete the memo, I assume that deletes the document only and not the transaction.

The only option I know is to raise a "Dummy" invoice to match against the Purchase Credit  Memo and then raise another Purchase Credit Memo to the correct account.

Is there any other, perhaps quicker way?

Thanks

Categories:
Financial Management
Purchasing
  • INITMAN Profile Picture
    INITMAN 100 on at
    RE: Correct Posted Purchase Credit Memo

    Thank you

    Regards

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 69,510 Super User 2024 Season 2 on at
    RE: Correct Posted Purchase Credit Memo

    Hi, yes, you need to cancel posted purchase credit memo by creating a new purchase invoice. In other words, you can't cancel posted purchase credit memo on posted purchase credit memo page.

  • INITMAN Profile Picture
    INITMAN 100 on at
    RE: Correct Posted Purchase Credit Memo

    Hi ZHU

    Thank you for your answer.

    However, i dont think there is a copy function for a posted purchase credit memo?

    Your window is showing a purchase invoice

    Thanks

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,510 Super User 2024 Season 2 on at
    RE: Correct Posted Purchase Credit Memo

    Hi, yes “Cancel” button can only be used in Posted Purchase Invoice, not in Posted Purcahse Credit Memo.

    For your situation, I recommend using the Copy Document feature.

    1. Copy wrong Posted Purcahse Credit Memo to create a new purchase invoice and post it.

    pastedimage1641340719552v1.png

    2. Create a new right Purchase credit Memo.

    Please try it in a test environment or company first.

    Hope this will help.

    Thanks.

    ZHU

  • INITMAN Profile Picture
    INITMAN 100 on at
    RE: Correct Posted Purchase Credit Memo

    Hi Josh

    I don't seem to have a cancel button on my version of BC. Can you tell me where I need to look, please?

    Thanks

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,155 on at
    RE: Correct Posted Purchase Credit Memo

    The “Cancel” button makes it quick by doing the transactions for you.

    If you want it all done in one maybe create an invoice manually and copy the document. Then add a minus qty. line for the credit on the invoice

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