Using the Cancel function on a posted sales credit memo

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Posted on by KellyEnhanced

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Dear All,

My company have recently become a Dynamics 365 Business central partner.

One of our new customers wanted to reverse a posted sales credit memo. So we explained after testing in the Cronus UK Ltd system that you go into the actual posted sales credit memo and click the Action button and use the cancel button as screenshot below. (this is from Cronus UK Ltd system) :-

However when we go onto the customers live data they don't have that one function called Cancel as per screenshot below.

I have checked by logging on as business manager and accountant but still no cancel option. I cannot see any system options that relate to this particular setting. So I am not sure where to look next.

So any help would be greatly appreciated.

Kind regards,

Kelly

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Dynamics 365 Business Central

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Gavin 2,508 on at

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Hi,

After testing this on my demo system I suspect the credit memo from your system, that shows the correct options, has been created by cancelling a Sales Invoice. If you go to the "Posted Sales Credit Memos" list page you can see if this is the case by checking the "Corrective" column

As you can see above credit 104001 was created from cancelling a Sales Invoice so the option for Cancel is available.

If a posted sales credit memo has been created from scratch rather than from cancelling a Sales Invoice the cancel options aren't available:

To highlight further, as you can see below when I select one of the credits the option is there but not for the other.

Therefore it seems there's no functionality to cancel posted sales credits that have been created from scratch. (and I suspect this is the case with the posted sales credit memo for your customer)

Maybe someone will know a way around this and will add to this post.

I hope this helps

Thanks

Gavin

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YUN ZHU 95,508 Super User 2025 Season 2 on at

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Hi, If you see the standard code of BC, you will find that if it has been canceled, the Cancel will not be displayed on the page. Correct is the same.

More info about Correct and Cancel Sales Invoice: https://yzhums.com/3267/#toc3

Hope this will help.

Thanks.

ZHU

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KellyEnhanced 192 on at

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Thank you so much Gavin for your reply, my colleague and I were on the right lines as you, but being newest to the product there is quite a bit to learn. And takes time to get used to how to fix it when it doesn't work. Sorry for the delay I am new to this community forum as well and wasn't sure how to respond.

Kind regards,

Kelly

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KellyEnhanced 192 on at

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Thank you so much Zhu for your reply, it was very helpful. Because as a business we only started selling 365BC a few months ago, we have had alot of learning in a short space of time. But it is a bit harder at the moment to fix issues, when it doesn't appear to work. Sorry for the delay in replying, I wasn't sure where on the website to do that. Now I have worked it out.

Kind regards,

Kelly

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CU25071641-2 20 on at

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That's not an answer though. That only tells us how to cancel or correct a sales invoice.

There is no way to cancel a manually created purchase credit memo. I don't know why the mods believe that going in and changing the code ourselves is a genuine answer, when they should be fixing the issue that has been here since Microsoft Dynamics' inception.

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CU25071641-2 20 on at

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Being able to cancel a corrective credit memo and/or an already cancelled purchase credit memo, and not an existing credit memo is moronic.

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