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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Reverse posted sales i...
Microsoft Dynamics NAV (Archived)

Reverse posted sales invoice without keeping tracks

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Posted on by Community Member Microsoft Employee

When I create Sales Order and post it (using both ship and invoice) and then I try to reverse it (because I have some incorrect data posted) I create a Sales Credit Memo, set Sell-to Customer No. to the customer ID I used when posted, then I select "Get Posted Document Lines to Reverse" to choose same items that are in the order. After I post the Sales Credit Memo, when I go to customers list and click on the customer, the fact box on the right says this customer has 1 posted shipment, 1 posted invoice, 1 posted return receipt and 1 posted credit memo.
Is there any way I can prevent the system from not keeping tracking information that keeps logging when you try to reverse posted sale order, posted sale invoice, posted sale shipment, etc...?

 3731.ms_2D00_dynamics_2D00_nav_2D00_customer.png

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Reverse posted sales invoice without keeping tracks

    Thank you for your reply!

    But when one make a mistake with posted shipment and invoice and use credit memo to reverse, how does it work when generating let's say annual report at the end of the year - these credit memos will show there, won't they? I understand deleting tracks is not a practical solution, but how about hiding them from reports? Would be there the need of custom extending the ERP? Thanks!

  • Verified answer
    Tharanga Chandrasekara Profile Picture
    Tharanga Chandrasekara 23,116 on at
    RE: Reverse posted sales invoice without keeping tracks

    I don't think there is a way to remove those tracks unless you delete them at the table level. Which is not the correct practice and not practical at the live environment.

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