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Hi All,
We have an urgent production issue.
We have voided a sales document through the Receivables Posted Transaction Maintenance window. And this is listed as Normal in Smart list (but not voided). We have referred to the below view. Now our transaction is listed as voided_in_RM but not SOP.
And so this is not listed in our Smart List. Could you please advise how to fix it? And also any measures to avoid this in future.
Many Thanks in advance.
As per Leslie:
"Sales Transactions is a SOP document. If the document is Voided, that means it was voided in the SOP transaction entry screen. Receivables voids are done from the Receivables Posted Transaction Maintenance window. They are two different things. A SOP invoice moves to receivables once it is posted. Really, a SOP invoice should not be voided in Receivables if any inventory items appear on the invoice, a SOP return should be used instead. "
Please remember you can only void an invoice as long as it has not been posted and gone to history. An SOP invoice becomes an AR document once it is posted. If you void an unposted SOP invoice it will never become an AR document. Once the open SOP invoice has been posted you cannot void it. Posting the SOP invoice will reduce your quantity on hand for items on the invoice so there are inventory repercussions as well as AR.
Thanks Richard.
Also from the below question we have noted that, to void a posted invoice, we should be using SOP return instead.
community.dynamics.com/.../771171
Will this help instead. I mean will this void the SOP document as well.
Smartlist Builder is the only tool that allows you to build new Smartlists. You are trying to build a link between sales invoices and their corresponding receivables documents. You could try looking at the GP SDK. It is in your GP install media in a folder under tools.
You can achieve the same by using SmartList Designer, it will allow you link 2 tables and set filter
Do you have Smartlist Builder? If you do you can create a SQL view and then use that view.
I seen this issue before, I would not recommend updating tables directly. the only time the SOP transactions showing as voided if the void action performed before posting.
The work around if you have SQL access is to use this :
Select * from SOP30200 Where Sopnumbe not in ( select docnumbr from RM30101 Where Voidstts = 1)
What are the values of SOP30200.VOIDSTTS and RM30101.VOIDSTTS? Sounds like you voided the AR invoice not the sales invoice. You could flip them both to 1 but what the quantities on the invoice? Let me know what these values are.
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