How to correct a Sales order (Re-Invoice) with correct Prices?

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Version: AX2012 R3CU12

Sales Order is delivered and invoiced. The customer recieved the goods. The discounts and prices on the invoice are not correct - everything else is fine. How do I create a new invoice with the correct discounts and Prices for the already recieved and invoiced products?

I create a return order with a dispo Code Action "credit" so the old invoice and the credit note so they compensate each other. But what next? How do I create a new sales order without inventory Transactions so I can only invoice the same 10 products again only with updated Prices and Discounts?

Thank you very much guys!

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guk1964 10,888 on at

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I am not entirely clear what you have done.

However if the ecusomter already ahs the inventory and your correction ahs not put it back in stock, then it sounds like the simplest resolution is to create a Free text invoice with whatever comments and prices, cross references or attachments you need to satisfy the customer and auditor, That will not affect inventory, and you can collect and age in the same way. That is the easiest way.

The issues that if you have disposed of stock then is the write off amount posted to COGS, and your total sales quantity by item statistics will not be correct , but at least your AR collection will be. So I prefer the next option:

If the first sales order is effectively reversed and scrapped then as far as Ax is concerned the sales order value is gone as is the inventory - so you could adjust the inventory back into stock, and pick it and ship it and re-invoice it in Ax, but there is no need actually physically pick or ship, because the goods have already been sent.

You may want to attach a note in your system with relative details to explain this for audit purposes later and out some cross reference on the invoice.

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Community Member on at

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Hi Magic,

thank you very much for your fast feedback. Lets say I have a posted invoice and I have to find any (legal) way to only update the prices/Discounts within this invoice.

Would you work with return orders? Or how would you solve this?

Thank you very much.

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Ludwig Reinhard Microsoft Employee on at

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Hi DE-Poweruser,

Making use of correcting free text invoices as suggested by magic1949 might be a simple and quick option to make this correction.

If you need to include item details, texts and descriptions from the original order, then the way to do that is making use of the credit note functionality. This function will create a negative order line that credits the original one.

Thereafter, you can create a third order line with the correct prices and discounts.

By invoicing the newly created negative order line and the third line that includes the correct cost prices your inventory quantity movement will basically be zero and you can send the customer a single corrective invoice document.

Best regards,

Ludwig

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Guy Terry 28,924 Moderator on at

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Hi,

If you selected a 'Credit' disposition code, then the items on the Return order will have been added to your inventory. So on the new sales order (the one with the correct pricing), simply deliver the customer the items that they just returned.

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