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Import Scenario to Cancel Invoice

  • 5 July 2023
  • 2 replies
  • 104 views

Userlevel 2
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Hi,

I am looking for an Import scenario to ‘Cancel Invoice’ and Release the Credit Memo. Assume the payment applied to the Invoice is voided.

Thank you

Screenshots for reference

Please find the attached Import Scenario.

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Best answer by Manikanta Dhulipudi 5 July 2023, 21:05

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Userlevel 7
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Hi @parveza33 

Please check this. it will keep the credit memo in balance status,

Userlevel 7
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@parveza33 

Indeed, as Mani pointed out, it is possible to generate the CREDIT MEMO document with a Balanced status, but it cannot be set to RELEASED status due to a limitation in the Import scenario.

Once you've executed the above import scenario, all Credit Memo documents will be created with a Balanced status. To release these documents, you can schedule the default Acumatica scheduler screen, specifically the AR Release Documents (AR501000) process.

 

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