Cancel Posted Auth Customer Invoice
Explanation
It is possible to cancel a customer order debit, credit or correction
invoice (collective, prepayment, advance, staged billing, self-billing,
shipment, rental, Jinsui and currency correction) that is in Posted
Auth or Posted state. The cancellation reason can
be selected from a list of values or entered as a free text. Once the
invoice is in Cancelled state, editing of the Cancellation
reason will not be possible.
When cancelling a debit
invoice with connections to a credit or correction invoice, prior
removal/cancellation of the connected invoices is required.
Prerequisites
The invoice should be in Posted
Auth or Posted state.
System Effects
- If a customer order debit invoice is cancelled, the invoice status
will be Cancelled. The connected customer order status will change
either to Delivered or Partially Delivered.
- If the customer order invoice is a credit or correction invoice, the
invoice status will be Cancelled.
- When the customer order debit invoice is cancelled, commission lines
(where the commission calculation base is Invoiced) attached to the
relevant customer order line will be impacted. On the Customer Order
Line Commissions page, the value of the Total Comm Amount
will be removed, and the value of the Total Due Comm Amount
field updated. The value of the Total Comm Amount field
in the header will also be reduced by the respective amount.
- If the customer order debit invoice is a rental debit invoice where
the connected RMA is already processed, the invoice status will be
Cancelled. The connected customer order status will change to
Delivered. The status of the rental transactions will change to
Not Invoiced and Invoiced Net and Gross amounts will be
set to zero.
- When statistics are generated on the Detail Statistics - Invoiced
Sales Page, and invoice lines are available for the Series ID CD, CR,
SD, and SC, if you cancel an invoice with the Series ID CD, CR, SD, and
SC the relevant invoice line will be removed.
- If the invoice is a rebate periodic/ final settlement invoice, the
invoice status will be Cancelled. The Invoiced toggle will be set to
No on the Periodic/ Final Settlement page.
- It will not be possible to cancel Vertex, Avalara and Brazilian
Avalara tax related debit/ credit or corrections invoices. An error
message will be displayed accordingly.
- If the customer invoice is a Jinsui invoice, the debit invoice
status will be Cancelled.
- If the invoice is a Currency Correction invoice, the invoice status
will be Cancelled and connected customer order status will change to
Delivered. The related debit invoice and correction
invoice will not be cancelled automatically. It will not be possible to
cancel these invoices manually either.