Charge (item) reversal on purchase credit

sneha

Here is our scenario:

For an inventory item, posted a purchase receipt and then invoiced, let’s say the posted receipt# is 1 and the invoice# is 1.

Later, on a separate new PO, posted a charge (item), applying it against the above receipt#1. Let’s say the posted invoice# is 2.

Now, when I try to process a credit against the invoice#1, we want to auto-reverse the charge item invoice#2. Is it possible?

kellygurll

From the credit memo, use the "Get Posted Document Lines to Reverse" function or "Copy Document".

Find/select the Posted Invoice to which the Charge (Item) was posted, click OK. The lines from the posted invoice will now appear on the credit memo, delete any unnecessary lines.

Assign this Charge (Item) line to the original receipt line as you normally would.

Post the credit memo.

sneha

Thanks kellygurll!

I would do that if I remember that charge (item) was posted against an invoice. In our case, there is chance users may forget so, we want to auto-reverse the charge (item) when posted invoice is credited. Is it possibe?