(BRA) Cancel customer fiscal document (form)

Article
05/07/2014

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

Click Accounts receivable > Common > Sales orders > All sales orders. Select a sales order. On the Action Pane, on the Sell tab, click Cancel fiscal document.

–or–

Click Sales and marketing > Common > Sales orders > All sales orders. Select a sales order. On the Action Pane, on the Sell tab, click Cancel fiscal document.

Use this form to cancel a customer fiscal document that contains incorrect data. When you cancel the customer fiscal document, all the ledger and financial transactions are reversed.

Task that uses this form

(BRA) Cancel a customer fiscal document

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
Invoice	Select the customer fiscal document and fiscal document lines to cancel.
Project invoice	Select the project fiscal documents and fiscal document lines to cancel.
Show selected transactions	View the customer fiscal documents that you selected on the Invoice tab.

Button

Button	Description
Inventory	Open a menu with the following item: Dimensions display – Open the Dimensions display form, where you can select the dimension fields to display in the Cancel fiscal document form.

Inventory

Open a menu with the following item:

Dimensions display – Open the Dimensions display form, where you can select the dimension fields to display in the Cancel fiscal document form.

Fields

Field	Description
Reason code	The identification code of the reason for canceling the fiscal document.
Reason comment	Enter a description for the reason code that you select in the Reason code field.
Quantity factor	The factor by which to increase or reduce the selected fiscal document line quantities. For example, enter a factor of 2.0 to increase the quantity to double, and enter a factor of 0.5 to reduce the quantity to half.
Invert sign	Select this check box to reverse the sign in front of the fiscal document quantity when you copy the fiscal document lines.
Copy charges	Select this check box to copy charges for the fiscal document line. If the Copy order header check box is selected, the charges for the fiscal document header are also copied.
Recalculate price	Select this check box to recalculate the net amount of the copied lines based on current prices and trade agreements.
Copy precisely	Select this check box to copy all order information of the selected line, such as the sales tax, ledger accounts, and dimensions.
Delete order lines	Select this check box to delete previously entered fiscal document lines on the current fiscal document before copying the selected lines.
Copy order header	Select this check box to copy information from the selected fiscal document header to the current fiscal document.
Select all	Select this check box to select all the fiscal documents.
Sales order	The fiscal document number.
Invoice account	The account to which the invoice amount is debited.
Delivery name	The identification name that is associated with the delivery address for the selected invoice.
Invoice	The invoice number of the fiscal document.
Date	The date when the fiscal document was created.
Voucher	The ledger voucher number.
Invoice amount	The total invoice amount in the currency that is associated with the fiscal document.
Currency	The currency of the selected fiscal document.
Fiscal establishment ID	The identification code of the fiscal establishment that is associated with the fiscal document.
Mark	Select this check box to cancel the selected line.
Item	The item number for the selected fiscal document line.
Sales category	The sales category of the item.
Description	A brief description of the transaction.
Quantity	The quantity ordered in inventory units.
Unit	The unit in which the item is sold.
Unit price	The unit price of the item.
Amount	The amount for the quantity of the item.
Discount	The line discount as an amount for a price unit for the selected fiscal document line.
Discount percent	The line discount percentage for the selected fiscal document line.
Project contract ID	The identification number of the project contract that is associated with the selected fiscal document line.
Sales currency	The currency in which the project is invoiced.
Deliver now	The quantity of the sales unit to deliver.
Sales unit	The identification code of sales unit of the selected project fiscal document line.
Amount in transaction currency	The amount in the currency that is specified on the selected project fiscal document line.