(BRA) Cancel a project invoice [AX 2012]

Updated: March 10, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

You can cancel a customer invoice for a project. When you cancel a project invoice, a negative project invoice is created. When you post the negative project invoice, the original and negative project 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.

You cannot cancel a project invoice that is partially or fully settled. Also, you cannot cancel a project invoice if the posting date of the invoice is in a fiscal period that is closed.

  1. Click Project management and accounting > Common > Projects > All projects. On the All projects list page, select a project for which to cancel an invoice. On the Action Pane, on the Manage tab, in the Bill group, click Invoice journals.

    –or–

    Click Project management and accounting > Common > Projects > Project contracts. On the Project contracts list page, select a project contract for which to cancel an invoice. On the Action Pane, on the Maintain tab, in the Bill group, click Invoice journals.

  2. In the Invoice journals form, select an invoice for cancellation, and then click Invoice cancellation. In the Cancel posted invoice form, click Yes.

  3. In the Invoice cancellation form, in the Reason code field, select a reason for canceling the project invoice. For more information about how to create reason codes, see Set up reason codes for financial modules.

  4. Optional: Enter a comment about the cancelation.

  5. In the Canceling invoice date field, select a date on which to post the cancelation. The date is required to complete the cancelation.

  6. Click Cancel project invoice.

A message is displayed to confirm the cancelation.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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