This topic applies to Microsoft Dynamics C5 2016 and solutions that use the Simplified UX objects.
You can correct or cancel a posted sales invoice. This is useful if you make a mistake or if the customer requests a change.
 Important |
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| After a posted sales invoice has been partially or fully paid, you cannot correct or cancel it from the posted sales invoice itself. Instead, you must manually create a sales CR/Adj Note to void the sale and reimburse the customer. For more information, see How to: Process Sales Returns or Cancellations. |
In the Posted Sales Invoice window, you can choose the Correct button or the Cancel button to perform the actions that are described in the following table.
| Button | Description |
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Correct | The posted sales invoice is cancelled. A new sales invoice with the same information is created. You can make the correction and then continue the sales process. The new sales invoice has a different number than the initial sales invoice. A corrective sales CR/Adj Note is automatically created and posted to void the initial posted sales invoice. On the initial posted sales invoice, the Cancelled and Paid check boxes are selected. |
Cancel | The posted sales invoice is cancelled. A corrective sales CR/Adj Note is automatically created and posted to void the initial posted sales invoice. On the initial posted sales invoice, the Cancelled and Paid check boxes are selected. |
When you correct or cancel a posted sales invoice, the corrective sales CR/Adj note is applied to all general ledger and inventory ledger entries that were created when the initial sales invoice was posted. This reverses the posted sales invoice in your financial records and leaves the corrective posted sales CR/Adj Note for your audit trail.
To correct a posted sales invoice
On the Role Centre, choose Posted Sales Invoices.
Select the posted sales invoice that you want to correct.
Note If the Cancelled check box is selected, then you cannot correct the posted sales invoice because it has already been corrected or cancelled. In the Posted Sales Invoice window, on the Home tab, in the Correct group, choose Correct.
A new sales invoice with the same information is created where you can make the correction. The Cancelled field on the initial posted sales invoice is changed to Yes.
A sales CR/Adj Note is automatically created and posted to void the initial posted sales invoice.
On the Home tab, in the Invoice group, choose Show Corrective CR/Adj Note to view the posted sales CR/Adj note that voids the initial posted sales invoice.
To cancel a posted sales invoice
On the Role Centre, choose Posted Sales Invoices.
Select the posted sales invoice that you want to cancel.
Note If the Cancelled check box is selected, then you cannot cancel the posted sales invoice because it has already been cancelled or corrected. In the Posted Sales Invoice window, on the Home tab, in the Correct group, choose Cancel.
A sales CR/Adj Note is automatically created and posted to void the initial posted sales invoice. The Cancelled field on the initial posted sales invoice is changed to Yes.
On the Home tab, in the Invoice group, choose Show Corrective CR/Adj Note to view the posted sales CR/Adj note that voids the initial posted sales invoice.
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For more information about how to work with fields and columns, see Working with Microsoft Dynamics NAV. For more information about how to find specific pages, see Search. |