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How do I fix a posted sales order/invoice that was already shipped in the system?

Posted on by 46
We'd like it to reflect on the original sales order for the corrected amount but it seems not doable in BC.
I tried doing a Corrective Credit Memo and noticed that it also reversed the shipment? It shows as Available Inventory again so did it reverse my shipment anyhow?
 
It appears the only way is to cancel/correct which then we'd have to re-enter the sales order/pick/ship. 
 
We do have a bunch might have to re-do but I guess it's a learning lesson not to post right away.
 
Thanks in advance.
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  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 7,109 Super User on at
    How do I fix a posted sales order/invoice that was already shipped in the system?
    The sales journal can work but if you do any reporting based on your inventory subledger then it won't be accurate as the sales journal will not adjust the inventory subledger. Likewise with the posted sales invoice. 
     
  • lilly45 Profile Picture
    lilly45 6 on at
    How do I fix a posted sales order/invoice that was already shipped in the system?
    Fixing a posted sales order or invoice that was already shipped typically involves a few key steps to ensure that all records remain accurate and consistent. The exact steps may vary depending on the system you are using, but the general approach can be applied to most enterprise resource planning (ERP) systems such as SAP, Microsoft Dynamics, QuickBooks, etc. Here's a step-by-step guide:
     Step-by-Step Guide
     1. **Identify the Issue**
       - **Determine the Error**: Understand what needs to be corrected (e.g., incorrect throws quantities, prices, shipping address, etc.).
       - **Impact Assessment**: Assess how the correction will impact inventory, financial records, and customer satisfaction.
     2. **Check System Permissions**
       - Ensure you have the necessary permissions to make changes to posted transactions. If not, contact your system administrator.
     3. **Void or Cancel the Invoice**
       - **ERP Systems**: Most ERP systems allow you to void or cancel a posted invoice. This action will reverse the financial transactions associated with the invoice.
       - **Accounting Software**: In software like QuickBooks, you can void an invoice which will keep the invoice number but reset the amounts to zero.
     4. **Reverse the Shipment**
       - **Return to Inventory**: If items were shipped incorrectly, create a return order to bring the items back into inventory.
       - **Shipping System**: Update your shipping system to reflect that the shipment was reversed or corrected.
     5. **Create a Corrected Order/Invoice**
       - **New Order**: Create a new sales order with the correct information.
       - **Invoice Generation**: Generate a new invoice from the corrected sales order.
     6. **Adjust Inventory**
       - Ensure inventory levels are adjusted to reflect the returned items and the new shipment.
     7. **Communicate with the Customer* *
       - Inform the customer about the correction and provide them with the updated invoice and shipment details.
     Detailed Steps in Specific 
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 64,086 Super User on at
    How do I fix a posted sales order/invoice that was already shipped in the system?
    Hi, if you just want to cancel the amount, you can also try Sales Journals, which I think will be simpler.
     
    Hope this helps as well.
    Thanks.
    ZHU
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 7,109 Super User on at
    How do I fix a posted sales order/invoice that was already shipped in the system?
    Yes a credit memo will reverse both the item quantity and amount. If you're only looking to correct the item amount without affecting the item quantity, you can use a credit memo with an item charge. I wrote a blog post how to do this - https://valentincastravet.com/how-to-credit-an-item-without-putting-it-back-in-inventory/
     

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