Reverse or correct a posted purchase invoice

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You can correct or cancel a posted purchase invoice. This is useful if you want to correct a typing mistake, or if you want to change the purchase early in the order process.

Correct or cancel a posted purchase invoice

On the Posted Purchase Invoice page, you can select the Home action and then select the Correct action and run the following functions:

  • Correct - Creates and posts a credit memo to reverse a posted purchase invoice and create a new purchase invoice with the same information, that you can correct before posting.

  • Cancel - Creates and posts a credit memo to reverse a posted purchase invoice.

  • Create Corrective Credit Memo - Creates a credit memo with the same information, that you can correct before posting.

Screenshot showing the Correct options on the Posted Purchase Invoice page.

To correct a posted purchase invoice, follow these steps:

  1. Select the Search for Page icon in the top-right corner of the page, enter posted purchase invoices, and select the related link.

  2. Select the posted purchase invoice you want to correct, then select Home > Correct > Correct.

    You can only correct an invoice that wasn't applied yet. You must either unapply the posted purchase invoice, or manually create a purchase credit memo.

    A purchase credit memo is automatically created and posted to void the initial posted purchase invoice.

    • The initial Posted Purchase Invoice is marked as Cancelled.

    • The Posted Purchase Credit Memo is marked as Corrective.

    • The vendor ledger entries for the initial purchase invoice and purchase credit memo are applied.

    • The item ledger entries are applied.

  3. If the original invoice was posted from a purchase order, or by using the Get Receipt Lines on a purchase invoice, there is no automatic creation of a new purchase invoice. Instead you can create a new purchase order or purchase invoice manually by using the Copy Document function.

To cancel a posted purchase invoice, follow these steps:

  1. Select the Search for Page icon in the top-right corner of the page, enter posted purchase invoices, and select the related link.

  2. Select the posted purchase invoice you want to correct and select Correct and then Cancel.

  3. This function works identical to the Correct function, without the option of a new purchase invoice being prepared.

To create a corrective credit memo for a posted purchase invoice, follow these steps:

  1. Select the Search for Page icon in the top-right corner of the page, enter posted purchase invoices, and select the related link.

  2. Select the posted purchase invoice you want to correct and choose Correct and then Create Corrective Credit Memo.

  3. If the invoice was already (partially) applied, you'll get a notification that the invoice is closed. You're given three solutions:

    • Show Applied Entries

    • Skip

    • Create Corrective Credit Memo anyway.

  4. A new credit memo with the same information is created where you can make the correction.