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Can we change or correct "Inventory ID" after release Invoices. ?

  • 9 February 2022
  • 3 replies
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We have scenario where there are  Invoices those are having multiple line items.

some line items Inventory ID was wrong but now the Invoice has been released. 

Can we Update Inventory ID for released Invoices or can we use  “Change ID” feature to update the Inventory ID for released Invoices. ?

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Best answer by etrojan73 9 February 2022, 15:12

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Hi @sysuser113  Once you RELEASE the invoice we cannot modify it, you can do reverse the Invoice and generate a new Invoice with proper details.

 

Change ID, action will change only the name of the Stock Item at the Invoice level, but it remains the same Stock Item. 

@Naveen B  Thanks for the reply.

Can you share the steps to reverse Payments and related Invoices.

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Hi @sysuser113, to void the payment for the invoice go to the Payments and Application screen and pull up the payment reference number (you can also find this on the invoice Application tab). On the top toolbar select “VOID”

 

The system will create a new payment with the type “Voided Payment”, this will be used to reverse the original payment. Once you “Release” the document the system wash out the old payment with the void and reopen the original invoice.

 

 

 

From here you can go back to the original invoice and select the Cancel Invoice action from the toolbar. The Cancel Invoice function creates a credit memo to wash out the invoice record. Once the credit memo is released the original invoice is voided. You can then go back to the shipment/sales order to update the order to the correct part number.

 

 

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