How to reverse (re-enter?) voided invoice in Receivable Management

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Posted on by mt_nyc

Hello,

There was a mistakenly posted SOP invoice, and I tried to void it. While I was supposed to create return in SOP, I mistakenly voided it using Receivable Management.

I'd like to create return in SOP, but before doing so I need to reverse the voided invoice in RM.

Could anyone please tell me how to reverse (re-enter?) RM invoice I voided step by step?

I'm a Dynamics 2010 user.

Thank you very much in advance!!

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L Vail 65,271 on at

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You cannot reverse the void. Just re-enter the invoice in receivables transaction entry. You will not be able to link the rm invoice to the original sop document, but the customer balance will be ok.

Kind regards,

Leslie

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Bill Campbell 12 on at

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Challenge you are left with now, is if you do this and re-enter the invoice in RM, then you are going to have to follow through and enter the return back into SOP, as I am guessing that you have inventory Items you want to get back into Inventory?

You are not going to be able to 're-enter and re-link' the RM to SOP, but as Leslie notes, at least the customer balances will be correct.

When you do the Return in SOP - it will push a credit into RM- dropping customer balance, then when you re-enter the SOP document (if ever) then the customer balance will be correct.

Good luck - and post your results as you complete these tasks.

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soma 24,410 on at

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What will happens if we create a inventory adjustment for voided SOP invoice document?

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mt_nyc on at

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Thank you Leslie and Bill.

I will reenter an invoice in RM, but I'm not familiar with Receivable transaction and I would appreciate if you could advise if this is correct way.

Is that correct to enter an invoice from choosing Sales window pane in the left > Invoicing Transaction > click 'Invoice' icon in 'New' on top menu?

Thank you for your help!

Mika

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Bill Campbell 12 on at

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SOP document was not voided, it was the RM side only that was voided as I read it.

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Bill Campbell 12 on at

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If you enter from this point, you will need to re-enter the line items on the original INVOICE. If you do this, the inventory will be adjusted once more.

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mt_nyc on at

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Hi Bill,

"SOP document was not voided, it was the RM side only that was voided as I read it."

You are correct. But I'm sorry I might be confused, but are you suggesting to do the return in SOP without re-entering invoice in RM?

I thought I would have to re-enter invoice in RM because it was accidentally voided, before doing the return in SOP and re-enter new invoice?

I'm sorry I'm not familiar with voiding invoice process, but I'm trying to do what our manager asked. She told us to void the posted invoice (which was accidentally posted without sales tax we had to add) because voiding it would put items back in inventory automatically, and that way we would be able to re-create new invoice with sales tax.

Thanks,

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L Vail 65,271 on at

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Hi Mika,

It is not an Invoicing Transaction. What you would want to do is select from the menu

Transactions | Sales | Transaction Entry

Like this:

The window will open to the invoice. Enter the receivable total. There are no line items. You don't need line items, you are simply trying to replace the receivable you voided. Voiding the receivable did not impact the SOP document.

Kind regards,

Leslie

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mt_nyc on at

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Thank you very much Leslie for showing the step!

I appreciate.

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L Vail 65,271 on at

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Did it work?

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