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How to reuse the SO/PO which is fully shipped, invoiced & reversed.

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#creditmemo

#fullyshipped

#invoiced

#reuse

#so/po

Dynamics 365 Finance

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Jul 15, 2022

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AI Summary

  • The article discusses the scenario where a Purchase Order (PO) or Sales Order (SO) has been fully shipped, invoiced, and then reversed with a credit memo.
  • In such cases, where internal data entry mistakes have resulted in the need to cancel an invoice, it would be beneficial to be able to reuse the order.
  • To handle this situation, the author suggests using the "Cancel" or "Correct" option in the Posted Invoice screen to create a credit memo against the invoice.
  • By canceling the invoice, the quantities from Qty Shipped and Qty Invoiced fields are transferred back to Qty to Ship and Qty to Invoice, allowing the order to be used again.
  • It is important to note that the invoice should not be created from the order screen, as this would delete the order once it is completely shipped and invoiced.
  • The demonstration in the article shows the use of the "Cancel" option in the Posted Sales Invoice screen to cancel an invoice and create a credit memo.
  • After canceling the invoice, the quantities in the sales order are updated, enabling its reuse.
  • The article concludes by stating that the quantities have been transferred back to Qty to Ship and Qty to Invoice fields, indicating that the sales order can now be used again.

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