Cancel Posted Auth Customer Invoice
Explanation
It is possible to cancel a customer order debit, credit or correction invoice (collective, prepayment, advance,
staged billing, self-billing, shipment, rental, Jinsui and currency correction) that is in Posted
Auth or Posted state. The cancellation reason can be selected from a list of values or
entered as a free text. Once the invoice is in Cancelled state, editing of the Cancellation reason
will not be possible.
When cancelling a debit invoice with connections to a credit or correction invoice, prior removal/cancellation
of the connected invoices is required.
Prerequisites
The invoice should be in Posted Auth or Posted state.
System Effects
- If a customer order debit invoice is cancelled, the invoice status will be Cancelled. The connected customer
order status will change either to Delivered or Partially Delivered.
- If the customer order invoice is a credit or correction invoice, the invoice status will be Cancelled.
- When the customer order debit invoice is cancelled, commission lines (where the commission calculation base
is Invoiced) attached to the relevant customer order line will be impacted. On the Customer Order Line
Commissions page, the value of the Total Comm Amount will be removed, and the value of the
Total Due Comm Amount field updated. The value of the Total Comm Amount field
in the header will also be reduced by the respective amount.
- If the customer order debit invoice is a rental debit invoice where the connected RMA is already processed,
the invoice status will be Cancelled. The connected customer order status will change to
Delivered. The status of the rental transactions will change to Not Invoiced
and Invoiced Net and Gross amounts will be set to zero.
- When statistics are generated on the Detail Statistics - Invoiced Sales Page, and invoice lines are available
for the Series ID CD, CR, SD, and SC, if you cancel an invoice with the Series ID CD, CR, SD, and SC the relevant
invoice line will be removed.
- If the invoice is a rebate periodic/ final settlement invoice, the invoice status will be Cancelled. The
Invoiced toggle will be set to No on the Periodic/ Final Settlement page.
- It will not be possible to cancel Vertex, Avalara and Brazilian Avalara tax related debit/ credit or
corrections invoices. An error message will be displayed accordingly.
- If the customer invoice is a Jinsui invoice, the debit invoice status will be Cancelled.
- If the invoice is a Currency Correction invoice, the invoice status will be Cancelled and connected customer
order status will change to Delivered. The related debit invoice and correction invoice will not
be cancelled automatically. It will not be possible to cancel these invoices manually either.