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Update Address, Salesperson and Territory Id on an order that has been transferred to an invoice

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Posted on by Community Member Microsoft Employee

Is there a way to update the address, salesperson ID and territory ID on an order that has been transferred to an invoice?

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ShawnMD 1,456 User Group Leader on at

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RE: Update Address, Salesperson and Territory Id on an order that has been transferred to an invoice

Check out this discussion from a few years ago:

https://community.dynamics.com/gp/f/32/t/27325

Although you cannot 'void' posted invoices, you can manage the data so it is considered voided. Just be sure to post the reversing JE.
Ben Doss 120 on at

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RE: Update Address, Salesperson and Territory Id on an order that has been transferred to an invoice

Hi Ariel, you cannot void an order already in history.
Community Member Microsoft Employee on at

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RE: Update Address, Salesperson and Territory Id on an order that has been transferred to an invoice

Ok. But how do you void the order that is already on the history table?
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ShawnMD 1,456 User Group Leader on at

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RE: Update Address, Salesperson and Territory Id on an order that has been transferred to an invoice

Just create it from scratch in the Sales Order Processing window (switch type from Order to Invoice prior to creating).
Community Member Microsoft Employee on at

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RE: Update Address, Salesperson and Territory Id on an order that has been transferred to an invoice

How do you reissue an invoice?
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ShawnMD 1,456 User Group Leader on at

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RE: Update Address, Salesperson and Territory Id on an order that has been transferred to an invoice

Orders don't generate commission transactions (at least not that I am aware of). It depends on your reporting dependencies and if the correct salesperson was assigned on the invoice - if the correct salesperson was on the invoice, commission will be handled correctly. If not, you are probably better off "voiding" the invoice and reissuing with the correct data. If your reporting includes Order to Invoice comparisons, I would void the invoice, reissue, and update the order on the tables.
Community Member Microsoft Employee on at

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RE: Update Address, Salesperson and Territory Id on an order that has been transferred to an invoice

I was thinking of doing that but a bit hesitant because I don't know if there are other tables that I need to update besides those two (ie commissions).
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ShawnMD 1,456 User Group Leader on at

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RE: Update Address, Salesperson and Territory Id on an order that has been transferred to an invoice

If you just want to change it on the order, you can update these values directly in the tables. SOP30200 (Header) & SOP30300 (Detail/Lines)
Community Member Microsoft Employee on at

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RE: Update Address, Salesperson and Territory Id on an order that has been transferred to an invoice

Can you still void an order that has been transferred to an invoice?
Community Member Microsoft Employee on at

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RE: Update Address, Salesperson and Territory Id on an order that has been transferred to an invoice

We've already changed it on the Invoice but for reporting purposes, we need to update the details on the order.