How to: Correct or Cancel Unpaid Purchase Invoices

This topic applies to Microsoft Dynamics C5 2015 and solutions that use the Simplified UX objects.

You can correct or cancel a posted purchase invoice. This is useful if you want to correct a typing mistake, or if you want to change the purchase early in the order process.

Important

If you have already paid for products on the posted purchase invoice, you cannot correct or cancel it from the posted purchase invoice itself. Instead, you must manually create a purchase credit memo to reverse the purchase. For more information, see How to: Process Purchase Returns or Cancellations.

In the Posted Purchase Invoice window, you can choose the Correct button or the Cancel button to perform the actions that are described in the following table.

Button	Description
Correct	The posted purchase invoice is canceled. A new purchase invoice with the same information is created. You can make the correction and then continue the purchase process. The new purchase invoice has a different number than the initial purchase invoice. A corrective purchase credit memo is automatically created and posted to void the initial posted purchase invoice. On the initial posted purchase invoice, the Canceled and Paid check boxes are selected.
Cancel	The posted purchase invoice is canceled. A corrective purchase credit memo is automatically created and posted to void the initial posted purchase invoice. On the initial posted purchase invoice, the Canceled and Paid check boxes are selected.

When you correct or cancel a posted purchase invoice, the corrective purchase credit memo is applied to all general ledger and inventory ledger entries that were created when the initial purchase invoice was posted. This reverses the posted purchase invoice in your financial records and leaves the corrective posted purchase credit memo for your audit trail.

To correct a posted purchase invoice

1. On the Role Center, choose Posted Purchase Invoices.

2. Select the posted purchase invoice that you want to correct.

   Note

   If the Canceled check box is selected, then you cannot correct the posted purchase invoice because it has already been corrected or canceled.

3. In the Posted Purchase Invoice window, on the Home tab, in the Correct group, choose Correct.

   A new purchase invoice with the same information is created where you can make the correction. The Canceled field on the initial posted purchase invoice is changed to Yes.

   A purchase credit memo is automatically created and posted to void the initial posted purchase invoice.

4. On the Home tab, in the Navigation group, choose Show Corrective Credit Memo to view the posted purchase credit memo that voids the initial posted purchase invoice.

To cancel a posted purchase invoice

1. On the Role Center, choose Posted Purchase Invoices.

2. Select the posted purchase invoice that you want to cancel.

   Note

   If the Canceled check box is selected, then you cannot cancel the posted purchase invoice because it has already been canceled or corrected.

3. In the Posted Purchase Invoice window, on the Home tab, in the Correct group, choose Cancel.

   A purchase credit memo is automatically created and posted to void the initial posted purchase invoice. The Canceled field on the initial posted purchase invoice is changed to Yes.

4. On the Home tab, in the Navigation group, choose Show Corrective Credit Memo to view the posted purchase credit memo that voids the initial posted purchase invoice.

See Also

Tasks

How to: Process Purchase Returns or Cancellations
How to: Record Purchases

Other Resources

Working with Microsoft Dynamics NAV
Small Business Role Center