Remove a posted invoice line

Dynamics 365 for Finance and Operations/AX User Forum
1

Hi all,

This is my first post here so I hope I’m not writing in the wrong location here. Anyway;

I am trying to remove a posted invoice (not reverse, but remove). Background:

  • a Purchase order was made in 2011-11
  • an invoice was posted on 2011-12 (amount 12 000 SEK)
  • today (2012-02), someone tried to credit that invoice by adding new lines in the PO with the negatives (- 12 000 SEK), same items
  • the problem was that the the credit date was supposed to be 2011-12, instead the person posted it on 2012-12.

This means we cant do exchange adjustments (etc) since those transactions appearantly affect that.

I therefore need to either:

  1. adjust the posted invoice and update with the correct date
    or
  2. remove the credit line that causes the issue.

I tried the History > Purchase Order > Invoice but with no luck. It doesnt change the Invoice date on the PO.

We are using Dynamics AX 4.0.

Thanks in advance for any help you can provide.

.robert

2

You should be able to uninvoice the credit line (negative line) and delete it off. i had done that in the past. we are also using AX 4.0

3

You should be able to uninvoice the credit line (negative line) and delete it off. i had done that in the past. we are also using AX 4.0

4

Hi,

Thanks for your input.

Your solution helped.

Best regards

Robert