Invoice pool, how can I remove an invoice which is visible in the invoice pool?

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Posted on by Esther de Maar

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An invoice is visible in the invoice pool by accident. An end user posted an invoice in the invoice register, but the wrong main account was selected. What is the best way to do? Is there any change that I can delete the invoice in the invoice pool? Thank you in advance for your answer.

Kind regards,
Esther

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Ludwig Reinhard Microsoft Employee on at

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Hello Esther, The easiest way is to open an invoice approval Journal, select the invoice that was mistakenly posted and transferred to the pool, then say "cancel" and post the invoice approval Journal. This reverses the Prior temporary postings that were made when you posted the invoice Register and clears your invoice pool. Hope this helps, Ludwig

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Esther de Maar 200 on at

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It worked, thank you very much!

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what about if I posted the invoice register and then when I did the invoice approval journal by mistake I deleted the voucher that was transfer from the invoice register that I did, this invoice is now stuck in the invoice pool, how I can delete it/remove it from the invoice pool so it doesn't affect all other accounts?

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Ludwig Reinhard Microsoft Employee on at

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Hi angu431,

If you fetched the voucher in the approval Journal and deleted it, it becomes available again and you can fetch it in another journal and follow the same steps as described above to cancel it.

Best regards,

Ludwig

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it becomes available where?

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Ludwig Reinhard Microsoft Employee on at

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Hi angu431,

Just open another invoice approval journal and fetch the invioce that you deleted previously once again from the pool. This should work fine if you fetched it previously and deleted it thereafter.

Best regards,

Ludwig

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That is the problem when I open the invoice approval journal, nothing is showing, there is not way for me to fetch the invoice

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Ludwig Reinhard Microsoft Employee on at

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Hi angu431,

Can you then describe the steps that you followed so far in detail here?

How and where have you registered the invoice originally?

How and where did you delete it?

Etc.?

If you could add some screenprints this would be great.

Many thanks,

Ludwig

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I entered in the invoice register the invoice as normal then I posted and transferred, then I went to the invoice approval journal to clear the voucher, found the voucher and while I was working on it I notice that the date was incorrect, then my reaction was to delete the invoice approval journal and reverse the invoice register, then I notice that I couldn't reverse the invoice register, so I came back to the invoice approval journal and the voucher was no there anymore (of course I deleted the voucher) I went to the invoice pool and it was there but I am not sure how to take it out from there without the voucher from the invoice approval journal.

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Ludwig Reinhard Microsoft Employee on at

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Hi angu431,

What you can try to do in the AX client is creating a new invoice approval Journal and trying to fetch the voucher through this new journal.

If this does not work for whatever reason, I would say that you require the help of a developer to geth this fixed as the deletions that have been done might have corrupted the record.

Best regards,

Ludwig

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