How do I undo a posted sales credit memo?

Ercan82

hi All
A user has posted a credit memo for a sales invoice. I need to undo the credit memo. From advice I've seen the answer seems to be to re invoice and copy the lines from the credit memo. This hasn't worked for me as the lines which are pulled through are summarised into shipment lines instead of actual items. I've tested on other credit memos and it works fine but on this credit memo it only summarises the lines. This means there is no quantity or value on each line and therefor there is nothing to post.

Any help would be much appreciated, thanks in advance

NAV 2013
Ercan

kylehardin

Create a new Sales Invoice. Do Copy Document from the Actions tab and select the posted sales credit memo. Select Include Header, but do not Recalculate Lines. That should get you the line detail.

Ercan82

kylehardin wrote: »

Create a new Sales Invoice. Do Copy Document from the Actions tab and select the posted sales credit memo. Select Include Header, but do not Recalculate Lines. That should get you the line detail.

Kyle, This didn't work, when the lines are pulled in the invoice summarises the lines by shipment, it removes the item details, so there;s no value or quantity, which means nothing to post. Any other ideas?
The end goal is to create a new Sales invoice to the customer by pulling in the original shipment lines.

Thanks
Ercan

zohaibu95@hotmail.com

Hi @Ercan82 ,

the normal way would be to:
1. go into the customer ledger entries of this customer, use the unapply function to remove existing applications,
2. then go back to the sales invoices, create a new invoice, use the "copy document" function to copy from the posted credit memo, include header and don't recalculate lines. Give a useful description into the "posting description" field. Post the invoice.

Additional explanation: "Reverse register / reverse transaction" is not intended for use with postings created from NAV documents. These need to be canceled out with an opposing document, created by "copy document". Copy document automatically sets the application information in this case.