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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / [Scenario] Posted Serv...
Small and medium business | Business Central, N...
Answered

[Scenario] Posted Service Invoice has been reversed using Service Credit Memo, what about the Service Order that is still running for the entire year in Navision 2018?

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Posted on by joshtechsolutions 4,359

Hi Community,

I would like to find out..

Accounts posted a wrong Service Order, which is Prepaid Prorate, and run billing for every month from Jan till Dec.

So far she post only 3 months (Jan - March) and she discovered the error for all 3 months. She created a service credit memo to reverse the entries and it was successful.

However, going back to the service order, there is still 9th months to go and I'm concern that when she post by batches, she will accidentally post the remaining 9 months.

What should I do with this Service Order?, I have 3 options..

a. Remove the lines that in the service order and replace them with new corrected lines, or

b. Delete this Service Order and create a new service order (Audit issues?)

c. Leave the Service Order and create a new service order, just remind Accounts not to post that service order.

I'm looking for a standard method when handling ERP system and auditing.

Thank you!

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: [Scenario] Posted Service Invoice has been reversed using Service Credit Memo, what about the Service Order that is still running for the entire year in Navision 2018?

    Josh,

    In this case you can produce a Service Credit Memo that will offset the Posted Service Invoice. This can be applied to the posted invoice to zero our the receivable. Make sure you close the Service Order and denote it was cancelled.

    Hope this helps.

    Thanks,

    Steve

  • joshtechsolutions Profile Picture
    joshtechsolutions 4,359 on at
    RE: [Scenario] Posted Service Invoice has been reversed using Service Credit Memo, what about the Service Order that is still running for the entire year in Navision 2018?

    Hi Steve,

    Another scenario.

    Suppose you created the Service order for the entire year due to a contract with client, and then the client back out and want to void the contract. What would you recommendation be to do with the service order?

    We want to avoid deleting the Service Order.

    Thank you!

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: [Scenario] Posted Service Invoice has been reversed using Service Credit Memo, what about the Service Order that is still running for the entire year in Navision 2018?

    Josh,

    As an Accountant and Implementer/Architect, I normally tell my customer to do the following:

    My first question is what was the issue. If incorrect G/L Account than you can correct this for the Item, Resource, G/L Account Type on the Service Item Worksheet. If that is the case, fix the information and going forward you will be fine for the remaining months of invoicing.

    Again I am not sure the issue so assuming it was a Posting Group issue to an incorrect GL Account.

    All-in-All I would correct the Service Order you started with and can enter a comment notating the error and corrective action.

    Hope this helps.

    Thanks,

    Steve

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: [Scenario] Posted Service Invoice has been reversed using Service Credit Memo, what about the Service Order that is still running for the entire year in Navision 2018?

    Hello,

    Best is to raise this question to your partner as there may be customization involved that can be affected as well.

    Thanks.

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