(BRA) Cancel a free text invoice

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 a posted free text invoice that is incorrect. When you cancel a free text invoice, a negative free text invoice is created. When you post the negative free text invoice, the original and negative free text invoices are marked as canceled, and all the ledger and financial transactions are reversed. The original transaction is reported in the fiscal books as canceled, and the negative transaction is not reported in the fiscal books.

  1. Click Accounts receivable > Common > Free text invoices > All free text invoices.

  2. Select a posted free text invoice to cancel.

  3. On the Action Pane, on the Invoice tab, click Cancel fiscal document.

  4. In the Reason code field, select the reason code for the reason to cancel the free text invoice. The Comments field is updated with the comments for the selected reason code. These comments are specified in the Default comment field in the Customer reasons form.

  5. In the Canceling invoice date field, enter the date when the invoice is canceled.

  6. Click Cancel invoice to create a free text invoice that has a negative quantity and amount in the Free text invoice form.

  7. On the Action Pane, on the Invoice tab, click Post to open the Post free text invoice form.

  8. Click the Bill of lading tab, and then in the Volume type and Volume quantity fields, enter the volume type and volume quantity that are used in an invoice posting.

    Note

    The Bill of lading tab is available only if the Service invoice check box is not selected on the Fiscal information invoice line tab on the Line details FastTab in the Free text invoice form.

  9. Click OK to cancel the free text invoice and reverse all the ledger and financial transactions.