Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Najeem JanatAli]

Hi All

Is there is option to cancel or reverse Vendor invoice with offset account Project

While reversing the vendor invoice with Project ID getting following error message

“The ledger transaction type Project – cannot be reversed “

please advise

Thanks and kind regards

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Nazim
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[Zvika Rimalt]

There is no automation for any AP invoices posting into a project.

You would have to manually:
1. create negative equal and opposite AP debit note, and settle it against the original invoice (in order to close the AP balance, and to negate the cost that has been posted into the project.

2. If this is a P&L project, Adjust the 2 project transactions into a “non-chargeable” line property, so that these transactions do not get select on an invoice proposal to the project’s customer.

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Zvika Rimalt
Functional Consultant
Vancouver BC Canada
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