Correct or Cancel a Posted Sales Invoice in D365 BC:
(1) In this blog we see the correction and cancellation feature of Posted Sales 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 Sales Invoice. A credit memo will be created and matched with the invoice, and the invoice will be cancelled. In this functionality Sales Credit Memo create and posted and New Unposted Sales Invoice is created.
- Cancel: Create and post a sales credit memo that reverses this posted sales invoice. This posted sales 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 Sales Invoice, as shown.
(4) After that Posted Sales Invoice list is open, as shown.
(5) Select the document that you want to correct and press the button “Correct”. This button has three options, as shown.
(6) Correct: If you select the “Correct” option, then the system creates and posts “Sales Credit Memo” according to the “Posted Sales Invoice” and marked Cancelled. The below images define the functionality of the “Correct” option, as shown.
- Press the Yes button for confirming the action.
- System creating and posting Sales Credit Memo.
- After doing the above steps, Posted Sales Credit Memo Document and open the Unposted Sales Invoice document.
- System marked Cancelled “Yes”.
(7) Cancel: If you select the “Cancel” option, then the system creates and posts “Sales Credit Memo” according to the “Posted Sales Invoice” and marked Cancelled. The below images define the functionality of the “Cancel” option, as shown.
- Press the Yes button for confirming the action.
- After doing the above step, the system creates and posted Sales Credit Memo. If you want to see press “Yes”, otherwise you open it from Posted Sales credit Memo list.
- If “Yes” according to the above step, then Posted Sales Credit Memo open.
- System marked Cancelled “Yes”.
(8) Create Corrective Credit Memo: If you select the “Create Corrective Credit Memo” option, then the system creates “Sales Credit Memo” according to the “Posted Sales Invoice” and opens Unposted Sales Credit Memo, but the Cancelled mark remains “No” until Unposted Sales Credit memo post. Below images define the functionality of the “Create Corrective Credit Memo” option, as shown.
- Creating Unposted Sales credit memo.
- After that, the system opens the Unposted Sales Credit Memo.
- System Marked “No”, when you post then it will mark Yes.
(9) You can also see the Posted Sales Credit memo from Posted Sales Invoice if it has.
