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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Invoice reversal from ...
Microsoft Dynamics AX (Archived)

Invoice reversal from Purchase or sales order

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Posted on by Giulio Rolando 180

Hi, does anybody know how to reverse - or cancel -  an invoice posted through a purchase or sales order ?

If it is not possible, does anybody know any workaround for correcting invoices posted by mistake trough purchase or sales order ??

 Thanks
Giulio

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I have the same question (0)
  • akuehn Profile Picture
    akuehn 1,995 on at

    Hi,

    you can use the credit note function on salesorder and purchaseorders located under "functions->create credit note".
    In the opening windows you have to select the order or any of it's lines for which you will post a credit note.

    After you have closed this windows post the order again. Now the order should be reversed.

    You can also just create one (or more) new positions with this items which should reversed with negative qty and also post the order again.

  • Shirley Adams Profile Picture
    Shirley Adams 25 on at

    Another way is to go to Quantities tab and in the receive now field, put in a negative quantity and then post invoice (changing quantity parameter to Receive Now).  Both of those will reopen the initial PO or SO for reshipment and reinvoicing.

  • user5555 Profile Picture
    user5555 7,437 on at

    Hi,

    "functions->create credit note". Does show up a grid with Purchase Orders and PO Lines. But I cannot mark any of them. Only PO with status: Open Order can be marked. But I want to reverse a wrong booked invoice an a wrong packinglist. Namely the invoice is for 2 packing slips and not for 1 packing slip.

    How to reverse this PO with status "Invoiced"? So that the invoice can be booked on the correct packing lists (2) instead of (1)?

    J.

  • Adam.Gregory Profile Picture
    Adam.Gregory 165 on at
    In AX 2009 this doesn't seem to work. Have you found another workaround?
  • user5555 Profile Picture
    user5555 7,437 on at

    Hi,

    No, I did not found a satisfying solution yet.

    I found that the 'mark' can be controlled in the setup in Accounts Payable-->Setup-->Parameters : listbox: Safety level of invoiced orders. By changing its safety level you can modify an invoiced PO. But I cannot see if pshycial inventory is also changed by using it. The same for Accounts Receivable. I think 'Posting --> Packlist' will influence inventory (on-hand) and Posting->invoice influences the Vendor's balance. I have no test environment to check it.

    Please let me know if you found out if this works.

    J.

  • Bashir Ahmad Profile Picture
    Bashir Ahmad 5,248 on at

    This May help:

    technet.microsoft.com/.../aa496782.aspx

  • Suggested answer
    A.Prasanna Profile Picture
    A.Prasanna 8,225 on at

    As per my knowledge referring to Sales orders and Purchase Orders there is no direct way to just reverse.only thing we have to do is creating credit note .but we can use that PO or SO as correction .

    Refer below link

    dynamicsuser.net/.../200192.aspx

    Thanks & Regards,

    Amith Prasanna

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