Reverse posted purchase order invoice
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | - | Mar 2025 |
Business value
This feature is for accounts payable clerks who need to correct an incorrectly posted purchase order invoice. Previously, fixing this was a lengthy process, but now it automatically reverses the incorrect invoice and resets the purchase order status. This saves time and effort, streamlining the correction process and allowing you to post the correct invoice more efficiently.
Feature details
Currently, when a purchase order is posted incorrectly, accounts payable clerks must follow several time-consuming steps to rectify the issue. These include adding a negative quantity line, posting a product receipt, creating and posting a credit note, adding a third line to the purchase order, posting the receipt again, and finally posting the correct invoice.
To streamline this process, the new feature automatically reverses a posted purchase order invoice and resets the purchase order status. Depending on the product receipt status, the purchase status will revert to either Ordered or Received. However, if the subsequent process after purchase order invoice posting occurs, such as settlement, financial period-end activities, or cost revaluation, the reversal will be blocked.
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