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Backing Out/Deleting a Purchase Receipt?


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  • Freshman II
  • 11 replies

Once we create a purchase receipt and release it, the only way I find to “back it out” is via a return. Is there a way to delete a purchase receipt or is doing a return the only way? Thank you in advance!

Best answer by Laura02

Hello @CodyK ,

Entering a return is the correct answer. :-)

Laura

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4 replies

Laura02
Captain II
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  • Captain II
  • 3135 replies
  • Answer
  • July 6, 2023

Hello @CodyK ,

Entering a return is the correct answer. :-)

Laura


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  • Jr Varsity III
  • 66 replies
  • July 11, 2023

Once a purchase receipt has been released, a return is the only way to reverse the transaction.  If the receipt is on hold or in a balanced status, it can be deleted.


hstone
Freshman II
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  • Freshman II
  • 19 replies
  • November 8, 2023

Hi all, I see this has been a few months ago but I have a related question. After you have processed the return and the receipt, is there a way to pair them in the system easily so that it clears them out of the available returns and receipts for further processing? We have several of these backed up for a couple a years and need to get them gone. Thanks!!


Michaelh
Semi-Pro II
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  • Semi-Pro II
  • 184 replies
  • December 26, 2024

How do you reverse a 2-Step Transfer with an improperly dated Transfer Purchase Receipt? The Return function asks for a Vendor, this isn’t Vendor based, it’s a 2-step TR, ideally I would just put all the goods back on the shipment and re-receive with the correct date.


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