A user accidentally created a 2nd PO to fix an error where he thought the original PO was already archived. Receiving entered the receiving on a 2nd PR, and it got invoiced.Ā Is there a way to reverse the transaction on the 2nd purchase receipt so we can receive on the original?Ā Found nothing on the internet for this scenario.Ā
Thanks,Ā -d.
—————————— Devora Locke Shin-Etsu MicroSi, Inc Phoenix AZ ——————————
Once the receipt has been invoiced, its not possible to reverse.Ā The best you can do is a Purchase Credit Memo to take the product out of stock and then receive the original invoice.Ā When you process the Purchase Credit Memo, you can set the Applies-To Entry on the purchase line to the erroneous receipt and make sure that the amount matches the invoice.Ā This way, the credit will tie to the wrong recsipt when the inventory is valued.
—————————— David Wiser President & Lead Consultant Dynamics Northwest LLC BCUG|NAVUG Board of Advisors BCUG|NAVUG Programming Committee BCUG|NAVUG All-Star —————————— ——————————————-
Jimmy Yu
Member
November 9, 2022 at 12:06 PM
Hi Devora,
I have a suggestion but it’ll require a bit of testing.Ā There is a correction or cancellation function in BC.Ā You can cancel the Invoice which will release the Receipt, which would allow you to Undo Receipt.Ā But as I typed this, I re-read your message and you indicated you’re on BC 14 wave 1.Ā I don’t believe this function is available in that version.Ā But you could test either the cancellation or correction in Sandbox first before proceeding in PROD.
Regards,
—————————— Jimmy Yu Enterprise Architect Step Energy Services Inc AB —————————— ——————————————-
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