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Unable to Create a Credit Memo or Reverse and Apply an Invoice in a New Branch

  • November 10, 2025
  • 5 replies
  • 54 views

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Hello - 

We just set up a new branch in one of our tenants, and we are unable to Reverse, Reverse and Apply, or create a Credit Memo. I have never seen this before and cannot find anything in the configuration or Receivable Preferences that may be causing this. 

Does anyone know why this would happen?

When I Go to reverse the memo, it does create a credit memo, but when I take it off of hold, it creates a new screen and the memo is gone, with no option to save at any stage:


 

This is what happens when I remove hold:
 




Additionally, if I attempt to create a credit memo, it does a similar process. It lets me fill it out, and then when I go to hit save it wipes everything out and then throws me an error message for saving without complete data

Best answer by mdyer

There was a bug with this, if ANY periods in the fiscal year were closed, it was throwing that error at us. Once opening all periods for the year, it allowed us to. Acumatica support is looking into it. Thanks for your responses!

5 replies

Laura03
Captain II
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  • Captain II
  • November 10, 2025

Hello,

Can you post the error message, please?

Is there any further detail shown in Tools → Trace after the error appears?

Thank you,

 

Laura


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  • Author
  • Jr Varsity II
  • November 10, 2025

I dont get an error message when selecting Reverse from the original invoice, however it just takes me to a new screen when I release hold and the reversal (credit memo) no longer exists. (screenshot 3 above)

When I create a new Credit Memo manually, it does not give me the option to add line items (screenshot 1) and if I attempt to hit save it gives me the error in screenshots 2 and 3
 

 


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  • Author
  • Jr Varsity II
  • November 10, 2025

One more note - I am able to create the invoices, so this seems to be limited to the debit/credit memo functionality


Laura03
Captain II
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  • Captain II
  • November 10, 2025

Hi,

Yes, hopefully someone else will weigh in with more ideas:   Access rights, even when specialized down to the document types you’re allowed to see, will have the same behavior from one company to the next. 

I wonder if there is any customization to the screen related to which document types work with which companies. Do other users (Admin or Financial Supervisors) see the same behavior?

 

Laura


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  • Author
  • Jr Varsity II
  • Answer
  • November 17, 2025

There was a bug with this, if ANY periods in the fiscal year were closed, it was throwing that error at us. Once opening all periods for the year, it allowed us to. Acumatica support is looking into it. Thanks for your responses!