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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Sales order in History...
Microsoft Dynamics GP (Archived)

Sales order in History can credit card payment be voided

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Posted on by kpw 935

In Sales Invoice can a Payment be reversed.  The Payment that was applied is a credit card payment.  Can it be reversed like we can in Purchasing or are they going to have to do a return and reenter the invoice.

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  • Suggested answer
    Heather Roggeveen Profile Picture
    Heather Roggeveen 9,150 on at

    In Sales (in general), you can't void a transaction that is in history.  You can use the Professional Services Toolkit to unapply a historical transaction.  You can probably void once you have done that.

    In the Professional Services Toolkit, choose RM Transaction Unapply and click Next.  It brings up a screen that looks similar to the transaction enquiry screens.  Choose the Debtor and use the check boxes on the right to unapply.

    Please do this after a backup and you may want to do it in a test company first if you are unsure of the overall impact.

    Cheers

    Heather

  • Suggested answer
    Tristan Clores Profile Picture
    Tristan Clores 2,812 on at

    Hi,

    Please be reminded that once you bring the payment back to OPEN status via the RM Transaction Unapply Tool, the invoices the payment was applied to will also go to OPEN status.

    You'll need to re-enter another payment that you can apply to them and then run PTR to move them back to History.

  • kpw Profile Picture
    kpw 935 on at

    Since this could be a regular issue I will be telling the client they should do a return and create a new sales invoice.

  • Heather Roggeveen Profile Picture
    Heather Roggeveen 9,150 on at

    You can do, but that toolkit is designed for end user use.  Once they are comfortable with how the tool works, then there is no issue with using it.

    From my experience, if they are careful about allocations in the first place - i.e. don't allocate unless you know, then this shouldn't be too regular.

    The tools are there to be used.

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