Get your business online with free website builder (en)

Correct or Cancel a Posted Purchase Invoice in D365 BC

Correct or Cancel a Posted Purchase Invoice in D365 BC:

(1) In this blog we see the correction and cancellation feature of Posted Purchase Invoice. In D365 BC Microsoft provides cancellation features in the base application.

(2) Let’s take an overview of this feature. There are three options for this feature:

  • Correct: Reverse the selected Posted Purchase Invoice. A credit memo will be created and matched with the invoice, and the invoice will be cancelled. In this functionality Purchase Credit Memo create and posted and New Unposted Purchase Invoice is created.
  • Cancel: Create and post a purchase credit memo that reverses this posted purchase invoice. This posted purchase invoice will be cancelled.
  • Create Corrective Credit Memo: Create a credit memo for this posted invoice that you complete and post manually to reverse this posted invoice.

(3) For this go to the search bar and open the Posted Purchase Invoice, as shown.

Search Posted Purchase Invoices

(4) After that Posted Purchase Invoice list is open, as shown.

Posted Purchase Invoice list open in d365 bc

(5) Select the document that you want to correct and press the button “Correct”. This button has three options, as shown.

Correct Option in Posted Purchase Invoice in BC D365

(6) Correct: If you select the “Correct” option, then the system creates and posts “Purchase Credit Memo” according to the “Posted Purchase Invoice” and marked Cancelled. The below images define the functionality of the “Correct” option, as shown.

  • Press the Yes button for confirming the action.
click on posted purchase invoice correct option in bc d365
  • System creating and posting Purchase Credit Memo.
System creating and posting Purchase Credit Memo in d365 bc
  • After doing the above steps, Posted Purchase Credit Memo Document and open the Unposted PurchaseOrder/Invoice document (depending upon the previous nature of the document).
open the Unposted Purchase Invoice document in BC D365
  • System marked Cancelled “Yes”.
Posted Purchase Invoice Cancelled is marked yes in d365

(7) Cancel: If you select the “Cancel” option, then the system creates and posts “Purchase Credit Memo” according to the “Posted Purchase Invoice” and marked Cancelled. The below images define the functionality of the “Cancel” option, as shown.

  • Press the Yes button for confirming the action.
click on posted purchase invoice cancel option in bc d365
  • After doing the above step, the system creates and posted Purchase Credit Memo. If you want to see press “Yes”, otherwise you open it from Posted Purchase credit Memo list.
credit memo created through cancel option in bc d365
  • If “Yes” according to the above step, then Posted Purchase Credit Memo open.
Posted Purchase Credit Memo open in D365 BC
  • System marked Cancelled “Yes”.
Posted Purchase Invoice Cancelled is marked yes in d365

(8) Create Corrective Credit Memo: If you select the “Create Corrective Credit Memo” option, then the system creates “Purchase Credit Memo” according to the “Posted Purchase Invoice” and opens Unposted Purchase Credit Memo, but the Cancelled mark remains “No” until Unposted Purchase Credit memo post. Below images define the functionality of the “Create Corrective Credit Memo” option, as shown.

  • Creating Unposted Purchase credit memo.
Creating Unposted Purchase credit memo in bc d365
  • After that, the system opens the Unposted Purchase Credit Memo.
opens Unposted Purchase Credit Memo in D365 BC
  • System Marked “No”, when you post then it will mark Yes.
Posted Purchase Invoice Cancelled is marked no in d365

(9) You can also see the Posted Purchase Credit memo from Posted Purchase Invoice if it has.


Correct or Cancel a Posted Sales Invoice in D365 BC
Show Amounts Field in General Ledger Setup in D365 BC
FlowFilter in Dynamics 365 BC
Creation and Usage of Temporary Table in BC D365
Page Extension Object– Microsoft Docs

Leave a Reply