(BRA) Cancel a customer fiscal document
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
You can cancel an incorrect customer fiscal document by using the Cancel fiscal document form. When you cancel a fiscal document, the fiscal document is marked as canceled, and all of the ledger transactions and financial transactions are reversed.
Click Accounts receivable > Common > Sales orders > All sales orders.
–or–
Click Sales and marketing > Common > Sales orders > All sales orders.
Select a sales order to cancel.
On the Action Pane, click the Sell tab, and then click Cancel fiscal document to open the Cancel fiscal document form. For more information, see (BRA) Cancel customer fiscal document (form).
In AX 2012 R3 and cumulative update 6 or later for AX 2012 R2: In the Reason code field, select the identification code of the reason that is used to cancel the customer fiscal document.
In AX 2012 R3 and cumulative update 6 or later for AX 2012 R2: In the Reason comment field, enter or update the reason to cancel the fiscal document.
Note
The reason for the cancellation must contain a minimum of 15 characters.
On the Invoice tab, select the Mark check boxes to select individual sales order lines. Alternatively, you can select the Select all check box to select all of the sales order lines.
Click OK to create transactions that have negative quantities.
On the All sales orders list page, select the transactions that have negative quantities.
On the Action Pane, click the Invoice tab, and then click Invoice to open the Posting invoice form.
Select the Posting and Print invoice check boxes to post and print the invoice.
Click OK to cancel the sales order, and to reverse all of the ledger and financial transactions.