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Correcting Invoice QTY after releasing invoice

  • April 17, 2023
  • 4 replies
  • 340 views
H
Freshman I

Hi All,

 

We shipped the wrong quantity and the invoice is higher than it should be.  Correcting an invoice only allows me to correct the price but not the quantity invoiced.  I want to return the excess items and have the correct qty on the invoice. Is it better to cancel or correct the invoice.

 

Best answer by Manikanta Dhulipudi

Hi @horeaheka 

I Just reviewed if Inventory is posted you need a follow RM type of order Process.

Once Inventory is posted you need to follow the below steps to process inventory reverse but we cannot do anything with an updated shipment.

We can reverse the Inventory by placing return orders in Acumatica. The below steps may help you.

  1. Create a Return type of order ex: (RC type - RMA )
  2. Create Receipt for this order (From Actions) 
  3. It will create shipment type as a “Receipt” and then click on Update IN (It will reverse the Inventory)
  4. Prepare an invoice and then will create a “Credit Memo” document. 
  5. If Aleady payment is collected for the actual order, we need to create a “Customer Refund” in the Payments and Applications screen for the actual payment.
  6. Finally, apply the below documents to the Actual Payment and release. Payment and Invoice will be closed.
    1. Credit Memo
    2. Actual order Invoice
iqraharrison

4 replies

iqraharrison
Captain II
Forum|alt.badge.img+8
  • iqraharrison
  • Captain II
  • April 17, 2023

@horeaheka if correcting doesn’t update the quantity then i would try reversing, however, i believe the shipment may need to be corrected as well.

@estebanperalta54 @kandybeatty49 any thoughts or potentially other solutions?

Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
Chris Hackett
Manikanta Dhulipudi
Captain II
Forum|alt.badge.img+15

Hi @horeaheka 

I believe you can cancel the invoice which allows to correct the shipment,

Can you try this option?

Thanks

Acumatica Functional Consultant & Customer Experience Supervisor
Chris Hackett
H
Freshman I
  • horeaheka
  • Author
  • Freshman I
  • April 17, 2023

Cancelling the invoice does not allow me to correct the shipment.  Well at least not in the test environment.

Manikanta Dhulipudi
Captain II
Forum|alt.badge.img+15

Hi @horeaheka 

I Just reviewed if Inventory is posted you need a follow RM type of order Process.

Once Inventory is posted you need to follow the below steps to process inventory reverse but we cannot do anything with an updated shipment.

We can reverse the Inventory by placing return orders in Acumatica. The below steps may help you.

  1. Create a Return type of order ex: (RC type - RMA )
  2. Create Receipt for this order (From Actions) 
  3. It will create shipment type as a “Receipt” and then click on Update IN (It will reverse the Inventory)
  4. Prepare an invoice and then will create a “Credit Memo” document. 
  5. If Aleady payment is collected for the actual order, we need to create a “Customer Refund” in the Payments and Applications screen for the actual payment.
  6. Finally, apply the below documents to the Actual Payment and release. Payment and Invoice will be closed.
    1. Credit Memo
    2. Actual order Invoice
Acumatica Functional Consultant & Customer Experience Supervisor
Chris Hackett
H
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