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Cancel Posted Purchase Invoice without undo purchase receipt

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Posted on by sass 17
Is there anyway to cancel posted purchase invoice without auto cancel posted purchase receipt? when i cancel posted purchase invoice the receipt was canceled as well, i need to cancel posted purchase invoice only without canceling the receipt, because the PIC for each posting is different.
 
Thank you
Categories:
Business Central
Purchasing
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 2,138 on at
    Cancel Posted Purchase Invoice without undo purchase receipt
    In Business Central, using the 'Cancel' function will indeed cancel both the posted purchase invoice and the associated purchase receipt simultaneously. Consider using purchase return orders or creating a credit memo with item charges. This allows you to adjust the inventory.
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 22,408 Super User 2024 Season 2 on at
    Cancel Posted Purchase Invoice without undo purchase receipt

    If you use the 'Cancel' function, it will cancel both the receipt and the invoice simultaneously. If you need to cancel the receipt first and the invoice later due to timing differences, consider using purchase return orders.

    If your goal is to receive a refund for the invoice without removing the item from inventory, I recommend using credit memos with an item charge. This approach will adjust your inventory subledger as well.

    Using only a G/L account will not affect your inventory subledger, leading to inaccuracies in reporting. Additionally, if you sell the item later, your COGS can also be incorrect. I wrote a blog post about this method, which you can find here.

    Valentin Castravet
    Work: Zander ERP Services
    Blog: Dynamics 365 Business Central Insights
    LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
     

     

     

  • Suggested answer
    Yi Yong Profile Picture
    Yi Yong 874 Super User 2024 Season 2 on at
    Cancel Posted Purchase Invoice without undo purchase receipt
    Hello,
     
    The standard behaviour for cancelling a purchase invoice or posting a purchase credit memo (with item line) will cancel the receipt.
    If you do not want to cancel the receipt, you will need to create a purchase credit memo and post to G/L Account instead of using 'Items'.

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