(BRA) Cancel customer fiscal document (form) [AX 2012]

Updated: January 21, 2013

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.

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

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

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.

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.


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