Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / How to reverse a poste...
Microsoft Dynamics NAV (Archived)

How to reverse a posted sales credit memo?

(0) ShareShare
ReportReport
Posted on by Denford 70

Hi guys!

I badly need your help, I have posted a Sales Return Order with wrong transaction date and I need to reverse it but I don't know how to reverse it. I searched in the internet on how and I found some answer and tried it but it won't work. They said that first you have to unapply the sales return order to the sales invoice and then create a new sales invoice and copy doc the posted sales credit memo, untick the recalculate box and the header box but then in line the there is no item/s and zero amount but the purchase sales invoice number is there. Please I need your help how to reverse my posted sales credit memo.

*This post is locked for comments

  • ArnoldS Profile Picture
    ArnoldS 604 on at
    RE: How to reverse a posted sales credit memo?

    Hi Mel!

  • Suggested answer
    serendipity Profile Picture
    serendipity 1,010 on at
    RE: How to reverse a posted sales credit memo?

    Hi,

    This is what I understand:

    - You have posted a Sales Return Order; this actually is called Posted Return Receipts if you look Sales & Marketing > History

    You can open the Posted Return Receipt and use the functionality Functions > Undo Return Receipt. This functionality would only work if the Posted Return Receipt has not been invoiced.

    You did not mention that you have posted the Sales Return Order as Receive and Invoice.

    IF you have posted the Sales Return Order as invoiced, then it becomes a Posted Credit Memo.

    To reverse the Posted Credit Memo;

    - raise a Sales Invoice (Order Processing > Invoices)

    - use Function > Copy Document

    - Select Posted Credit Memo on the Document Type field and the related Document No.

    - Put a check mark on the Include Header

    - Select OK

    This should bring the exact amount of the posted credit memo to the Sales Invoice.  Post the invoice.

    Thank you.

  • Denford Profile Picture
    Denford 70 on at
    RE: How to reverse a posted sales credit memo?

    Hi I just want to make clear about the process that I have wrote untick the recalculate box and tick the header box and still won't work. I need your help.

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,468 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,287 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans