This topic applies to Microsoft Dynamics C5 2016 and solutions that use the Simplified UX objects.
You can correct or cancel a posted purchase invoice. This is useful if you want to correct a typing mistake, or if you want to change the purchase early in the order process.
 Important |
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| If you have already paid for products on the posted purchase invoice, you cannot correct or cancel it from the posted purchase invoice itself. Instead, you must manually create a purchase CR/Adj note to reverse the purchase. For more information, see How to: Process Purchase Returns or Cancellations. |
In the Posted Purchase 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 purchase invoice is cancelled. A new purchase invoice with the same information is created. You can make the correction and then continue the purchase process. The new purchase invoice has a different number than the initial purchase invoice. A corrective purchase CR/Adj note is automatically created and posted to void the initial posted purchase invoice. On the initial posted purchase invoice, the Cancelled and Paid check boxes are selected. |
Cancel | The posted purchase invoice is cancelled. A corrective purchase CR/Adj note is automatically created and posted to void the initial posted purchase invoice. On the initial posted purchase invoice, the Cancelled and Paid check boxes are selected. |
When you correct or cancel a posted purchase invoice, the corrective purchase CR/Adj note is applied to all general ledger and inventory ledger entries that were created when the initial purchase invoice was posted. This reverses the posted purchase invoice in your financial records and leaves the corrective posted purchase CR/Adj note for your audit trail.
To correct a posted purchase invoice
On the Role Centre, choose Posted Purchase Invoices.
Select the posted purchase invoice that you want to correct.
Note If the Cancelled check box is selected, then you cannot correct the posted purchase invoice because it has already been corrected or cancelled. In the Posted Purchase Invoice window, on the Home tab, in the Correct group, choose Correct.
A new purchase invoice with the same information is created where you can make the correction. The Cancelled field on the initial posted purchase invoice is changed to Yes.
A purchase CR/Adj note is automatically created and posted to void the initial posted purchase invoice.
On the Home tab, in the Navigation group, choose Show Corrective CR/Adj Note to view the posted purchase CR/Adj note that voids the initial posted purchase invoice.
To cancel a posted purchase invoice
On the Role Centre, choose Posted Purchase Invoices.
Select the posted purchase invoice that you want to cancel.
Note If the Cancelled check box is selected, then you cannot cancel the posted purchase invoice because it has already been cancelled or corrected. In the Posted Purchase Invoice window, on the Home tab, in the Correct group, choose Cancel.
A purchase CR/Adj note is automatically created and posted to void the initial posted purchase invoice. The Cancelled field on the initial posted purchase invoice is changed to Yes.
On the Home tab, in the Navigation group, choose Show Corrective CR/Adj Note to view the posted purchase CR/Adj note that voids the initial posted purchase invoice.
 Tip |
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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. |